Customer installation sign off Forms, CRM, Sign

Customer installation sign off Forms, CRM, Sign

Hi there

I looking for the best way to achieve this workflow.

This is for an installation sign-off of a deal (large equipment).

I want to be able to create a form that pulls the account information from the Zoho CRM Accounts module ( i think I can do this).

Then send that data in a form to the customer for installation sign off with Zoho Sign.

After that I want the signed document to be shown from Zoho Sign in the Zoho CRM accounts. module I understand how to do this.

Am I correct that i create a form, then send to the customer through Zoho sign at which when it is signed Zoho CRM will pick up that account and form a show through the CRM accounts module?

Or is there a better way to do it?

Many thanks

            Zoho Pagesense Resources

              Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources

                        Zoho CRM Plus Resources

                          Zoho Books Resources

                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources

                                  Zoho Sprints Resources

                                    Qntrl Resources

                                      Zoho Creator Resources

                                        Zoho WorkDrive Resources

                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now

                                                        Zoho Show Resources