DocuSign Extension - Integrations - Online Help - Zoho CRM

DocuSign

The DocuSign extension in Zoho CRM helps you send documents to your contacts and get them signed. This extension is supported for the Leads, Contacts, Accounts, Deals, Quotes, Invoices, Purchase Orders and Sales Orders modules. Apart from leads and contacts, for the rest of the records, document will be sent to the associated contacts. Quotes, Invoices, Purchase Orders and Sales Orders are generated as PDF files. Templates can be created for these records and the documents can be sent for signature using this extension.

On installing this extension, three custom modules will be created. Based on the terminology used in DocuSign, these modules are named.

Envelops - This refers to each process of sending documents and getting them signed by the customers or prospects.
EnvelopEvents - This module captures details on the date and time the documents were sent for signature and when they were signed.
Envelop Recipients - This module captures details on the recipients of the document, the order in which they need to sign, etc.

Note
  • Only administrators can install this extension.
  • The email address to sign in to Zoho CRM account and DocuSign account should be the same.

Install DocuSign

You can either go to the Zoho Marketplace and install the DocuSign extension or log in to your Zoho CRM account and install.

To install DocuSign
  1. Go to Setup > Marketplace > All.
  2. All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  3. Click AllExtensions, browse through for DocuSign and click it.
    The details about the extension will be available.
  4. Click InstallNow.
  5. In the following screen, agree to the terms of service and click Continueto Install.
  6. Choose one of the following and click Confirm.
    • Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
    • Install for all users - The extension will be installed in CRM for all the users. Users need to have an DocuSign account to use this feature.
    • Choose profiles - The extension will be installed in CRM for all the users. You need to choose this option, click Continue and then select the profile
      The extension will be installed automatically for the specified users. After installing you need to authorize using your DocuSign login credentials.
  7. Click Authorize.
    If you click Skip in this step, you can later authorize from Settings> Setup > Marketplace > All.
    In the DocuSign extension details page, you can click Authorize.



  8. In the pop-up, specify the Email and Password for the DocuSign account and click LogIn.
    The account will be authorized and the extension can be used. Three custom modules will be created after installing the extension.


Get documents signed using DocuSign

On installation, the lead's, contact's, account's and deal's details page will have a button named Send for DocuSign. This button can be used to send documents that need to be signed by contacts. Each record will also have a related list where the envelop details will be listed.

To send documents for e-sign
  1. Click the LeadsAccountsContacts, or Deals modules.
  2. Click on a record to which you want to send documents.
  3. In the record's details page, click Send for DocuSign.



  4. In the Send agreement with DocuSign pop-up window, do the following:
    • Click AddDocument and select an option to upload the document that needs to be digitally signed or select the document from the files available in CRM's Documents module.
      When multiple files are added, all will be merged as a single PDF document.
      For the Quotes, Invoices, Purchase Orders and Sales Orders modules you will have an option to CreateTemplate in CRM and send them for signature.



    • Select the "Set signing order" checkbox, if required.
      On selecting this, you will have the option to specify the order corresponding to each recipient.
    • Select the recipients to whom you want to send the documents for signature.
      When multiple recipients are added, the documents need to be signed by all of them in the orders it has been added.
      By default the lead/contact selected will be added as the recipient.
    • Under Message to All Recipients, specify the message that will be included in the email that is sent to the recipients.



    • Click the Edit link and under AdvancedOptions pop-up box, do the following:.
      • Select the "Send automatic reminders" checkbox to set reminders.
      • Specify the number of days after which the request to sign the document should expire.
      • Specify the days after which the customer should be notified of the document getting expired.



      • Click Save.
    1. Click Next to preview the document and add the Signature field in the document.
    2. Click Send Now.
      The documents will be sent to the recipients.
Note
  • The supported formats for the documents are: pdf, doc, docx, xls, xlsx, ppt, pptx, wp, txt, rtf, jpg, jpeg, gif, tif, tiff, bmp, png, htm and html.
  • You can upload and send a maximum of 5 files. Each file should not exceed 50MB.
  • When multiple recipients are added, the documents need to be signed by all of them in the orders it has been added. The email will be sent to the first recipient in the order.
  • Once the first recipient has signed the document, it will be sent to the next recipient in the order.
  • When you delete a contact, all the associated agreements are not deleted.
  • The custom modules Envelops, Envelops Events, Envelops Recipients cannot be customized. Workflows can be created for these modules.

Create documents using CRM templates

In addition to uploading documents in the Quotes, Invoices, Purchase Orders and Sales Orders modules, you can create documents as well, using the templates in Zoho CRM. Quotes, invoices, purchase orders and sales orders are created as PDF files. Various templates can be created for each of these file types. Using these templates, a quote, for example, can be sent for signature.

To create documents using CRM templates
  1. Click the QuotesInvoices, Purchase Orders and Sales Orders modules.
  2. Click on a record to which you want to send documents.
  3. In the record's details page, click Send for DocuSign.
  4. In the Send agreement with DocuSign pop-up window, do the following:
    • Click Create Document > From CRM Templates.
    • In the pop-up, select a template from the drop-down list.



    • Click Create.
      The document will be created.
    • Specify rest of the details and click SendNow.

View agreements associated to a record

To view agreements associated to a record
  1. Click the LeadsAccountsContacts, or Deals modules.
  2. Click on a record and go to the Envelops related list.
    You can view the envelops and the status of the document.

Uninstall DocuSign

When you wish to uninstall DocuSign extension, please note that all the data will be deleted on uninstalling and cannot be recovered.

To uninstall DocuSign
  1. Go to Setup > Marketplace > All.
  2. All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  3. Browse for DocuSign and click the corresponding Uninstall link.



  4. Click Ok to confirm.
    All the data related to DocuSign will be deleted.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Dropbox

                                                            Dropbox is one of the most popular tools that simplifies creating, sharing and collaborating files from anywhere and with anyone. Running any business requires documents that needs to be shared and extension for Zoho CRM lets you access your Dropbox ...
                                                          • Box

                                                            Box for Zoho CRM lets you share files and collaborate with your team to accelerate your sales cycle. Using the Box extension, sync, share, access, and manage all files associated with CRM records. Install Box You can either go to the Zoho ...
                                                          • Egnyte

                                                            Egnyte is an enterprise level file sharing and synchronization software. The Egnyte extension helps salespersons using Zoho CRM to store and track the files that are used everyday, like bills, invoices sand quotations. Once both the accounts are ...
                                                          • Slack

                                                            When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
                                                          • Google Drive

                                                            Google Drive Extension for Zoho CRM allows your sales people to sync, share, access and manage files associated with records through Google Drive right within your CRM account. All attachments from your respective CRM records will be synced and ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources