Zoho CRM
Bulk send with custom module in Zoho CRM
How do I send a document for signature to a bulk set of recipients from Zoho CRM's custom module? The Zoho Sign's extension for Zoho CRM provides users with the ability to send documents in bulk within Zoho CRM. To achieve this, you must create a ...
Sending documents for signatures from custom modules in Zoho CRM through Zoho Sign
The Zoho Sign extension for Zoho CRM provides users with the ability to also send documents for signatures from custom modules within Zoho CRM. To achieve this, users can create a custom button that functions similarly to the Send for Zoho Sign ...
Sending Zoho Sign templates in Zoho CRM
We often use one common format for a particular type of document. For example, in every company, there will be one NDA document to be signed by all new employees and vendors. For scenarios like this, you can integrate Zoho CRM and Zoho Sign and use ...
Using Zoho CRM email templates
An email template is a pre-formatted email layout that can be customized and reused whenever needed. The Zoho Sign extension for Zoho CRM comes with eight default Zoho Sign email templates that can be used while sending documents using the Send with ...
Sending inventory templates in Zoho CRM
Zoho CRM provides inventory templates that help you send customized quotes, purchase orders, sales orders, and more. As part of the customization, you can use the drag-and-drop function to add fields, add a company logo, and even attach a signature ...
Sending mail merge templates in Zoho CRM
The Zoho Sign extension already enables you to send documents that require a signature to any contact stored in Zoho CRM. Now, the extension will also help you to send customized documents using Zoho CRM data without having ugly fixed-length ...
Integrating Zoho Sign with Zoho CRM
Zoho Sign can be integrated with Zoho CRM, our company's flagship customer relationship management software. Zoho CRM helps thousands of small and medium-sized enterprises across the globe streamline their sales processes. With the Zoho Sign ...

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