Zoho Sign is a platform that allows digital signatures for remote document signing and authenticity. It is designed for businesses to close deals seamlessly with their potential customers without any delay. Zoho Sign eliminates the overhead of the time-consuming and cumbersome process of scanning and transporting papers. Zoho Sign streamlines the process of sales by providing small businesses a facility of signing the documents digitally with their customers.
The paper-based agreements introduce inefficiency when it comes to managing and keeping track of information. With the advent of innovative and cutting-edge technologies, businesses are looking for ways that could conveniently perform all the tasks. Closing deals is a significant part of sales funnel management. Instead of promoting the paper-based agreements, the digital space demands the latest solution that could close deals in minutes. For instance, establishing a digital environment with the objective of paperless agreements could positively impact the efficiency of businesses.
How Zoho Sign Works?
To sign documents with Zoho Sign, you would need to create a digital version of the document and upload it on cloud servers of Zoho Sign. Cloud is a safe place for document and present in an encrypted form to mitigate the risk of a breach. In Zoho Sign, you would need to import a PDF document. There are options to edit certain fields in a document that you can do as per your document requirements. Once all the data is been added, the email address of the recipient is given along with access requirements accordingly. Based on the access permission, the other person could view or edit the document. Signatories can be added manually in order to send them the documents.
Zoho Sign sends the documents once it is ready for review. When the customer will sign that document, Zoho Sign creates an alert to inform the document owner. At the same time, the recipient will receive an email when a sign is been requested. Zoho Sign also provides the facility of custom templates that allows its users to use the language accordingly and sign the document by clicking on the button “start signing”.
To ensure secure activity, a confirmation code is sent to the email of the signer, and signatures are finalized. The code is entered to ensure that owner holds that particular email address. The step is crucial to building a secure connection between the document and the owner.
Benefits of Zoho Sign
Zoho Sign provides a platform where businesses can discard the paper-work and overwhelming process of document management. Through instant and remote access to documents, both parties can sign an agreement and start trade within minutes. The following are some other benefits Zoho Sign gives to small businesses;
- It supports a wide range of file formats such as jpg, png, Txt, Odt, jpeg, and sxw. Zoho provides the capability to businesses to utilize the feature through browsers as well
- Zoho Sign gives complete access and a facility to seamlessly view, edit or update the document and notifies the shared recipients accordingly
- It is convenient and highly accessible for the collaborating parties
- Zoho Sign can be integrated with email and remote signatures can be done through that medium
- For legal contracts as well as for the financial documentation, Zoho Sign assists businesses in seamlessly signing the document
- The document which is signed can be archived as per the policies of your company
- Zoho Sign allows businesses to integrate the feature with G Suite as well as with the Office 365 and facilitates to save it directly into Goggle Drive
- It is highly compatible with the apps that allow you to create and send documents to recipients
- Organizations can import their contact lists and integrate Zoho Sign with their platform to directly send documents to a set of users instead of sending them individually
- It also supports Microsoft Teams as an extension and assists similar applications as well
Zoho Sign offers a wide range of solutions for businesses that tend to ensure an environment of the paperless workflow. From storing to transmitting and signing, Zoho Sign assists its customers by providing extension options to make the feature highly scalable. For small businesses, Techloyce is a platform that helps you integrate the feature into your system. Our certified Zoho experts help business entities to implement and deploy Zoho Sign to make the whole working infrastructure totally paperless when it comes to do rapid agreements and streamline the business workflow.
