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.



    Access your files securely from anywhere

      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





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            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


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    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

                                                                                                                Available only in the Enterprise edition The bulk send and group bulk send options in Zoho Sign allow users to send multiple copies of documents to a combination of dynamic recipients and fixed recipients in their signature request at one go, saving ...
                                                                                                              • 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 from Zoho CRM

                                                                                                                Available in all data centers Upon successful installation of the Zoho Sign extension, the details page of leads, accounts, contacts, and so on will have the Send with Zoho Sign button, which can be used to send documents, CRM documents, or ...
                                                                                                              • 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 ...
                                                                                                              • Integrating Zoho Sign with Zoho CRM

                                                                                                                Available in all data centers Zoho Sign offers its integration with Zoho CRM, our customer relationship management software. This integration helps to send, sign, and manage sales agreements, business contracts, and other documents directly from Zoho ...
                                                                                                                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