Zoho Sign + Vtiger CRM
Configure your signing workflow directly from the CRM
Workflows made easy
Add the Zoho Sign extension to your Vtiger CRM account to send quotes, contracts, and approvals out for signatures directly from the CRM platform. Simply add the extension and access it through the CRM's Esign Documents module.
Popular use cases
Feature availability in multiple modules of the CRM.
Add multiple signatories for the same document.
Create customized templates and reuse them in the future.
Reduce overall turnaround time.
How does this integration work?
Install the Zoho Sign extension from the Add-ons section in your Vtiger CRM account.02
Select the module from which you want to send the document out for signature.03
Add the signer details, upload the document from your device, configure the digital signature workflow, and send the document out for signature.04
Track the status of documents sent in the Esign Documents module list view inside the Vtiger CRM.05
To learn, watch our latest webinar on how to eliminate tedious paperwork with Vtiger CRM and Zoho Sign here.