Get your Contracts Dynamically Signed via DocuSign Integration with Zoho CRM
Most businesses agree that the traditional way of getting documents signed is a long, tedious process. There will be instances where the client wants to peruse the document at his convenience or isn’t available to immediately sign it. So you end up having to wait. This prolong delay in time is lost revenue for businesses. Electronic signatures such as DocuSign Integration with Zoho CRM helps businesses get their documents signed faster and more conveniently.
Zoho CRM enables all aspects of the business to run from the cloud. You can also rely on this software to send, sign and track your agreements from the comforts of your Zoho CRM. This simple integration removes all the hassle involved with getting documents signed manually and so employees can close more deals in a short span of time.
How does DocuSign Work?
It is a fairly easy process. The documents that have to be signed can be in different formats such as Microsoft Word file, Adobe Acrobat PDF file, Microsoft Excel file, etc. Then the person who needs to sign the document is added. You can also add multiple recipients to the list. An email will be sent instructing for the contract to be signed. Next, a simple name or initial is typed. You will receive an email indicating that the client has signed. Zoho integration with DocuSign uses state-of-the-art techniques to ensure that security remains foolproof and your data is protected.
Key Features
- Place signature, dates, initials and other details on the document and send them from Zoho CRM
- Zoho CRM enables you to track the status of the signed documents
- The signed contracts will be stored in Zoho CRM and can be easily searched.
- Restrict access to the document and personalize as per the needs.
A Close Look at DocuSign Integration with Zoho CRM
Some of the features of DocuSign Extension:
Not just PDF
It is a hassle having to convert your contracts to PDF, and re-adjusting them again. With the help of DocuSign Extension you can send and sign files in Microsoft Word, PDF, HTML, and many other formats.
Drag and drop signature
Use the drag-and-drop process to place your signature at any mentioned field.
Track easily
Now it is easier to track your agreement when it is signed or rejected. You will find it automatically updated in your Zoho CRM records.
Set automatic reminders
Easily set your first reminder and further reminders for your DocuSign Envelopes.
Set expiry for your Envelopes
Signature request have a due date and will expire after a certain period. Users will receive timely notifications right before the date of expiration.
Create documents from your own templates
With the help of Inventory module, you can create documents using custom Zoho CRM templates. These documents can then be sent for signature
Why Zoho integration with DocuSign for Your Business?
Businesses have found that Zoho integration with DocuSign are easy to use and install. This software has helped companies increase their ROI and stay ahead of their competitor activities. When you get to save time and resources, other aspects of the business such as customer service can be improved.
