Hello,

With a lot of you gearing up to attend Zoholics Europe, we thought we could provide you with a quick update on what Zoho Sign has introduced in the last quarter. Here's a short summary of what's come your way followed by a brief note on each feature.

Recently released:

Quick Send in Zoho CRM

The Quick Send feature available with templates inside the Zoho Sign application is now also available for use inside Zoho CRM when using the Zoho Sign extension to send documents for signature. This can be of great use to those who conduct business by regularly initiating sign workflows directly from Zoho CRM and import Zoho Sign templates while doing so. This feature enables you to send documents for signature in just two clicks and, thus, vastly reduces the time taken to set up a sign workflow.

Deeper integration with Zoho Recruit

The Zoho Sign extension for Zoho Recruit now supports adding documents to sign workflows by importing mail merge and Zoho Sign templates. By leveraging the use of these template options, you can speed up your signing processes further and also achieve better automation.

Embedded signing via Zoho Forms

Zoho Sign's integration with Zoho Forms now supports automatic form redirection to the document requiring signature. This feature redirects those filling out a form upon form submission to the document that needs to be signed by them. The document already contains their form data prefilled for them to verify and sign using Zoho Sign. By extension, this also allows you to also create an embedded signing process within your website or web application when you embed a form integrated with Zoho Sign into it. Learn more

Microsoft Teams extension

Zoho Sign recently launched an extension for the popular workspace collaboration tool, Microsoft Teams. By extending Office 365’s single sign-on (SSO), the Zoho Sign extension for Microsoft Teams can serve as a one-stop solution that allows you to effectively access all of Zoho Sign’s features from a single platform on the cloud. Learn more

Field templates

Zoho Sign now supports importing signer fields from existing templates directly onto freshly uploaded documents.  The feature eliminates the need to add signer fields via dragging and dropping from scratch. This will save you time in workflows where you upload documents requiring the same fields as an existing template and also help you update your older templates with new documents. Learn more

We've got a lot more exciting updates coming your way and we shall announce them in due time. In the mean time, feel free to explore these new features and reach out to us with feedback. For any queries, support or assistance, please write to support@zohosign.com and we will get back to you.

Happy Zoho Signing!

Regards,

Sai Anand