Zoho Sign–our quick and complete digital signature solution–is ready to integrate with any application that helps you run your business on a daily basis, especially if it means helping you get your documents signed in a smooth, quick, and convenient manner.
However, with a plethora of applications being used by businesses across the world, a direct integration between these apps and Zoho Sign that caters to your needs may not exist! Enter Zoho Flow, our very own powerful integration platform, that can help you connect Zoho Sign with 40 other Zoho apps and 330+ popular external apps like Salesforce, HubSpot, PipeDrive, ServiceNow, Zendesk, QuickBooks, Stripe, and Paypal to generate business documents, collect signatures, complete digital transactions, and do much more using automated workflows.
With the Zoho Sign triggers and actions available inside Zoho Flow you can automate operations across multiple aspects of running a business such as the following:
- CRM: Generate quotes, deals, sale/purchase orders, send them out for signatures, and update the respective records/modules from the signed agreements.
- HRMS: Generate offer letters, employment contracts, policy documents, verification forms, work certificates, appraisal letters, and approval documents on-demand, send them out for signatures, and update the employee records.
- Payments and accounting: Initiate payments, generate bills, estimates, tax invoices, send them out for signatures, and streamline your financial paperwork.
- Service and support: Generate service level agreements, consultation and training documents for tickets raised on your service desk software, send them out for signatures, and set up calendar appointments for calls and remote sessions.
- Data collection and management: Create self-service document signing workflows using online forms for getting application forms, petitions, terms of use and privacy policy documents signed by both public and private visitors.
Join us in this free webinar to learn how you can use automation to cut down on your administrative costs and paperwork turnover time.
Date: Tuesday, October 22, 2019
Time: 10 - 11am PDT
Presenter
Sai Anand is a Product Marketer at Zoho Corporation. He handles educational content generation for customers around the world. He is currently researching new ways to improve user experiences in Zoho Sign.