Custom module in Zoho CRM | Zoho Sign

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 custom button, and your custom module must contain the lookup field from either the Contacts or Leads module.
You can send documents to up to five recipients at a time.

Adding a lookup field in a custom module

  1. Drag and drop the Lookup field from the left navigation pane in the custom module layout page. 
  2. Enter Lead_Name or Contacts_Name as the field label.
  3. Click Done. Once all the changes are done, click Save.
  4. In your custom module, map the record with the relevant lead or contact name.


Creating a custom button

  1. Click Setup from the top navigation pane.
  2. Click Modules and Fields from the Customization section and select the desired module.
  3. Click Buttons > Create New Button.
  4. Enter the name and description of the button.
  5. Select In List from the choose a page to place the button dropdown and Mass Action Menu from the choose a position in the page dropdown.
  6. Select Invoke a URL from the define an action to be performed dropdown. This option allows you to define a custom URL that will be triggered when the button is clicked.
  7. Construct your URL in the specified format and insert it into the URL field. 
    https://extensions.zoho.com/plugin/zohosign/handler?action=bulkZohoSignDocument&module=<Module_Name>&rec_id=<Record_ID_from_Fields_Dropdown>&crmzgid=${Organization.Organization Id}
  8. Configure the where button action, choose the desired profiles, and click Save.



    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION











                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          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

                                                                                                          • Sending documents in bulk

                                                                                                            The Bulk Send option enables you to send copies of one or more documents for signing to a large list of recipients in one go. This is an important feature that can be very effective in saving a lot of time. For example, this feature can be useful ...
                                                                                                          • Signing documents in bulk in Zoho Sign

                                                                                                            Available only in Enterprise Edition The bulk sign option allows the signer to sign multiple documents in one go for the documents that have been created within the same organization, given that all the documents that are to be signed have repetitive ...
                                                                                                          • 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 ...
                                                                                                          • Accessing Zoho Sign from Zoho PeoplePlus

                                                                                                            This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho ...
                                                                                                          • Unable to send documents using Zoho CRM extension

                                                                                                            Scenario: Why am I seeing the following error "Please Enable the Zoho Sign Documents, Zoho Sign Recipients, Zoho Sign Document Events module and then send the document" when trying to send the document for signature from Zoho CRM Extension? ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              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