Sending Zoho Sign templates in Zoho CRM

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 the templates feature in Zoho Sign to upload the NDA document once, add necessary fields, create an NDA template once, and save a lot of time spent drafting and sending signature requests for the same type of document again.



The integration doesn't stop there. You can even merge data from Zoho CRM to your Zoho Sign documents. This will help you streamline the signing workflow. Here's an example of how you can create an NDA template in Zoho Sign and send it to recipients for signatures from Zoho CRM:

Pre-requisites:

  1. Professional Edition subscription and admin role in Zoho Sign
  2. Have the Zoho Sign extension enabled to use a template from Zoho CRM

How to create a template in Zoho Sign

  1. Log in to Zoho Sign.
  2. Click the Templates option in the left panel.
  3. Click the Create template button at the top-right corner.
  4. Upload the document from your desktop or import it from your cloud storage service.



  5. Name the template, set the time by which the recipients must sign the document, and add the document type and description.
  6. Add recipients, set roles—employee (signer) and legal (owner)—set the signing order, and fill out other information, such as a private message, authentication code, and automatic reminders.
  7. Click Continue.



  8. Choose the recipient from the Recipients panel on the right and add form fields for each recipient. 
  9. The Prefill by you field will enable you (the owner) to pre-fill text to the uploaded document before sending the template. For example, the name and address of an employee need to be pre-filled by the owner every time a template is sent. Hence, we add them as pre-fill fields.
  10. Click Save.

How to use the Zoho Sign template in Zoho CRM

  1. Log in to Zoho CRM.
  2. Go to any CRM module, choose the record that you wish to send the template to, and click the Send with Zoho Sign button.



  3. Click Send for Zoho Sign.
  4. If a new tab doesn't open, check whether the pop-ups are blocked and click the Always allow pop-ups from https://crm.zoho.com option.
  5. In the new window that opens, click Use Template, then choose Zoho Sign Template, and choose a template from the list.



  6. Upon choosing a template, the name, email address, role, and pre-fill fields will be auto-populated from the template.





  7. Fill out all the recipient details.
  8. The pre-fill fields can be filled using the CRM data of the chosen record. For example, if you want to pre-fill the name and address of the contact, you can do so by clicking the dropdown and choosing the respective CRM fields that you wish to merge.
  9. Click Next.
  10. Make any changes to the form fields in the viewer and then click Send.


    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

                                                                                                        • Integrating Zoho Sign with Zoho People

                                                                                                          Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...
                                                                                                        • 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 ...
                                                                                                        • Merging templates and sending them for signatures

                                                                                                          Zoho Sign allows users to merge templates and send them out in a single document signature request. This is useful when sending documents across multiple templates for signatures in one go. Zoho Sign will merge the documents, recipients, prefill ...
                                                                                                        • Sending documents for signature from a form in Zoho People

                                                                                                          Available in all data centers. Administrators and form owners can send a document for e-signature in any forms where the e-signature feature is supported. Documents can be sent out from Zoho People in three methods: File upload field Mail merge ...
                                                                                                        • Creating Templates in Zoho People

                                                                                                          Available in all data centers. Administrators and template owners can create and send templates directly from Zoho People, or you can create and import templates from your Zoho Sign account. Creating templates in your Zoho People account From your ...
                                                                                                          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