Get your agreements e-signed from your customers using the DocuSign extension for Zoho CRM
Agreements are everywhere in sales—from sales contracts to purchase orders, and beyond. A modern, digital signature system empowers salespeople to deliver value faster to both their customers and partners.
Every company's sales team has a unique system for agreements. For most, it involves a complex web of manual processes, people, and legacy technologies to prepare, sign, enact, and manage agreements. Such an approach can take a toll in your money, time, customer experience, and employee satisfaction.
With the DocuSign extension for Zoho CRM, your sales team can simplify their agreement processes and reduce the legacy toll on your business. The DocuSign eSignature can accelerate agreements, eliminate manual tasks, and make it easy to connect with Zoho CRM.
Integrating the DocuSign extension with Zoho CRM gives the following benefits:
- Send documents from within Zoho CRM after dynamically placing signature, initials, dates, and other details.
- Send reminders to request signatures and check the signing status of documents anytime. The signed documents will be stored in Zoho CRM and are searchable.
- SalesSignals: The DocuSign extension for Zoho CRM supports SalesSignals, which means every time your customer declines a document sent for signature, a notification will pop-up inside your Zoho CRM account.
- User level self-authorization and personalization available. Create documents for Inventory modules using CRM templates and send them for signature using Docusign.
You can find and install the extension in Zoho Marketplace . Read our help doc to learn about setting up the integration and other important details.
Share your suggestions and feedback in the comments.
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Vinoth M
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