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 to send and sign files in Microsoft Word, PDF, HTML, and many other popular formats.
Drag and drop signature
Place your signature at any mentioned field, just by using a simple drag-and-drop process.
Tracking made easier
Whenever an agreement is signed or rejected, it will be automatically updated in your Zoho CRM records. Thereby letting you track your contract signing status for each CRM record.
Set automatic reminders
Set the number of days to your first reminder, and the number of days between further reminders for your DocuSign Envelopes.
Set expiry for your Envelopes
Your signature request can be set up to expire after a specified period. Users can also be notified about the expiry, any day before the date of expiration.
Create documents from your own templates
Documents can be created for your Inventory module, using custom Zoho CRM templates. These generated documents can also be sent to users for signature, using DocuSign.
There's more, all documents sent, and signed using the DocuSign Extension are stored and displayed under their respective Zoho CRM record. Thus making digital signature a standard component of your everyday Zoho CRM experience.
This Extension is available to Enterprise Trial, Enterprise, CRM Plus and Ultimate edition users of Zoho CRM.