Getting e-signatures made easy with the Adobe Sign extension for Zoho CRM

Getting e-signatures made easy with the Adobe Sign extension for Zoho CRM



Sales often involves the salesperson carrying bundles of papers to get them signed, or the need to print, sign, and scan soft copies. In either case, it creates friction in business as it takes time and effort to get the documents signed by both parties.

The Adobe Sign extension for Zoho CRM removes these hurdles by allowing all parties to digitally sign those documents. Salespeople can close deals faster and focus on revenue while minimizing the time it takes to sign important sales contracts and agreements. They can simply send documents to customers for e-signatures directly from Zoho CRM and get them back signed digitally in minutes.



With the Adobe Sign extension, you can:
  • Send, sign, and track agreements from within Zoho CRM.
  • User-level self-authorization and personalization available.
  • Dynamically place signatures, initials, date and other details inside the documents. Track your signing process in real time without any additional software.
  • SalesSignals: The Adobe Sign extension for Zoho CRM supports SalesSignals. Every time a document is opened, signed or rejected by an user, a notification will pop-up inside Zoho CRM.
You can find and install the extension in Zoho Marketplace. Read our help doc to learn about setting up the integration and other important details. 

Share your suggestions and feedback in the comments.

For more similar extensions, you can explore Zoho Marketplace.





                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Here's what you can do with your DocuSign Extension

                                          Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies, fax, delivery services or postage.   Here are some of the features of our free DocuSign Extension:   Not just PDF Converting your agreements to PDF, and re-aligning them again is not an ideal use of your time. The DocuSign Extension makes it possible
                                        • Contact Info Extractor Chrome plugin

                                          Just trying out the Contact Info Extractor plugin and had a quick observation.  Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company.  I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
                                        • Easily send documents from Egnyte to your leads in Zoho CRM

                                          Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and white papers. During negotiation, price quotes and invoice documents might also be sent. While the whole lead-qualifying process can be updated in your CRM, sending and receiving the documents needs some extra help. Things can get cumbersome over
                                        • Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension

                                          Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued
                                        • Reasons to make your business efficient with DocuSign Extension.

                                          Using Digital signature is another step towards doing away with paper and incorporating eco-friendly ways. With Digital Transaction Management services like DocuSign businesses can easily go paperless to complete important transactions and get their documents digitally signed which is completely secure. Along with it, if a Customer Relationship Management software like Zoho manages all these documents, your business becomes more efficient. Both Zoho CRM and DocuSign, together can bring many benefits.


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now