Hi

I have set up a customer form that is sent to a specific customer for sign-off, ( I tried Zoho Sign but it doesn't work as nicely).

I like a separate section (like when you use Zoho Sign) to be in the Accounts section and have that form I created automatically store in that location.

Is that possible?

Thank you

PS Id much rather just have the Zoho form integrated into Zoho sign so the customer could complete the form in Zoho Sign, submit and it would appear in the Customer Account Tab.....I cant work out ho to do this.