Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente


La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant la confidentialité et la sécurité des informations échangées. Zoho CRM digitalise ces étapes. Associé à Zoho Sign, il permet d'envoyer, signer et suivre les accords directement dans l’interface CRM, éliminant les lourdeurs du papier.

Le parcours d’un accord commercial

Pour la plupart des équipes de vente, le processus d’élaboration d’un accord consiste à créer des documents à partir de zéro, les modifier, négocier, les retoucher encore, puis attendre les validations nécessaires. Si toutes les parties sont en phase, le document est signé. En cas de désaccord, il faut reprendre le travail depuis le début. Qu’il s’agisse d’accords de confidentialité, de bons de commande, de factures ou de devis, chaque document exige une grande précision.

Les limites du papier et de l’absence de digitalisation

Lorsque les processus ne sont pas digitalisés, de nombreux problèmes peuvent apparaître : erreurs, lenteurs et failles de sécurité.
  1. Délais prolongés - Chaque phase de négociation ou de révision s’allonge dès lors qu’elle est réalisée manuellement, surtout quand il faut adapter les conditions à chaque client. Rédiger, modifier et collaborer jusqu’à trouver un terrain d’entente ralentit considérablement la conclusion d’un accord.
  2. Erreurs humaines - Les documents traités manuellement à répétition présentent un risque accru d’erreurs. Un envoi erroné ou l’utilisation d’une version dépassée peut compromettre la confidentialité et forcer les équipes à tout recommencer. Une attention continue est nécessaire pour assurer l’exactitude et l’intégrité des documents.
  3. Contraintes de stockage - Le papier occupe de l’espace, se perd rapidement et peut être accessible à des personnes non habilitées. Les documents confidentiels exigent un stockage sécurisé. En cas d’urgence, des archives mal organisées peuvent retarder le processus et faire perdre des occasions.

Comment l’intégration de Zoho Sign transforme les workflows et accélère les ventes

Grâce à son intégration avec Zoho CRM, Zoho Sign permet d’envoyer et de faire signer des documents directement depuis l’interface CRM, de créer des modèles personnalisés, de personnaliser les emails et de partager des documents depuis des modules CRM spécifiques.
  1. Accès abordable - Le plan gratuit de Zoho Sign et l’essai gratuit de 14 jours vous permettent de découvrir ses fonctionnalités avant de souscrire à l’un des plans payants (Standard, Professionnel ou Entreprise).
  2. Intégration simple aux workflows existants - L’extension Zoho Sign se télécharge facilement depuis le Marketplace de Zoho CRM. Une fois installée, vous pouvez envoyer des documents ou collecter des signatures directement depuis le tableau de bord Zoho CRM, sans avoir à changer d’application.
  3. Suivi instantané - Restez informé de l’état des workflows de signature et des documents envoyés directement depuis l’enregistrement CRM concerné. Vous pouvez consulter le statut de tous les documents envoyés via l’extension Zoho Sign depuis votre compte Zoho CRM.
  4. Envoi en masse simplifié - L’envoi d’un document à plusieurs destinataires peut être long. Grâce à la fonction d’envoi en masse de Zoho Sign, vous pouvez collecter plusieurs signatures simultanément, sans quitter l’interface Zoho CRM.
  5. Documents personnalisés rapidement - Grâce aux modèles de mail-merge, fusionnez facilement les données CRM dans vos documents avant de les envoyer aux destinataires depuis le tableau de bord CRM.
Les ventes n’ont jamais été aussi simples grâce aux signatures électroniques juridiquement contraignantes de Zoho Sign. Si la paperasserie fastidieuse liée à chaque transaction vous pèse, essayez l’extension Zoho Sign pour Zoho CRM et simplifiez l’automatisation de vos workflows de signature.

Référez-vous à notre guide de l'installation et l’utilisation de cette extension. Joyeuses signatures !

L'équipe Zoho France

    • Sticky Posts

    • CRM - Astuce #5 : Effectuer des actions en masses

      Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

    • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

      Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

    • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

      Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

    • CRM Blueprint #5: Glossaire

      Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

    • CRM : Ajoutez de la couleur à vos balises CRM

      Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but

    • Recent Topics

    • Customizable UI components in pages | Theme builder

      Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

    • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

      Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields

    • Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

      Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential

    • How to integrate XML with Zoho CRM

      Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor

    • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

      Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to

    • Tax in Quote

      Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

    • Zoho Flow integration with Facebook Messenger and Whatsapp

      Hi there,  any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received",  "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo Thygesen 

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • Really want the field "Company" in the activities module!

      Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Campaigns unsubscribe/manage preferences links

      Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish to

    • email address somehow still not verified (?!)

      L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

    • Marketing Tip #17: Add credibility to your online store with Review Widgets

      One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add

    • adding several team members to an Opportunity

      How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • PDF Annotation is here - Mark Up PDFs Your Way!

      Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

    • Bulk update Profile Permissions

      Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Filter in fields from Jira extension

      We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

    • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Shift-Centric View for Assigning and Managing Shifts in Zoho People

      Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho

    • CRM function REST API response format

      Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external

    • Add Employee Availability Functionality to Zoho People Shift Module

      Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.

    • Using MPN across multiple SKUs and inventory tracking

      I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

    • Unable to Access Application:

      Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Cannot see Application from Lookup field

      Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,

    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS

    • Zoho CRM Meetings Module Issues

      We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

    • Zoho Books integration sync from Zoho CRM does not work

      Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

    • P & L Sub-categorized accounts

      How can I show sub-categorized Income and Expense accounts on the P & L report?

    • Report showing Bill Details with Project and Sales Invoice Number

      Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project

    • Next Page