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.
Reduce expenditure - Switching to a paperless process has a lot of benefits. Plus, when the time and effect to search the right contacts and sending them the right documents is made simple, you save. Since you have all your important documents within Zoho CRM, and a wealth of information about your contacts, pulling the right document and sending it to your contact becomes easy. You needn't spend time in filing huge documents and spend on sending it by mail.
Organize, customize and track documents - Zoho CRM has a Documents tab, a repository of business related documents. For ever business deal, all your important files are in one place and well organized with a history of all the communication with the customer or prospect. Whenever you get a document signed it can be associated with the contact and referred to whenever needed.
Maintaining specific standards for adding a signature in the document and also getting additional information from the customer is possible with the DocuSign extension in CRM. The document preview helps you add signature, initial and date signed fields to the document. Also, custom fields can be created and added to the document.
Add Value to Customer Relationship - When most of the customers prefer doing business online and are always equipped with smart phones and tablets, it is a smart choice to seal the deal with digital signatures. It makes things easier for your customers as well as for you when you have all the necessary information and documents required to do business in one single place, your Zoho CRM account.
Read more about this extension and its features here.