How to associate a document sent in Zoho Sign with an deal in the CRM?

How to associate a document sent in Zoho Sign with an deal in the CRM?

Hi,
often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM.

I am aware of the integration, but that assumes that the document upload starts from within the CRM.

Is there a way where I can associate a document from Sign with an existing deal?

thank you


      • Sticky Posts

      • Free webinar: The critical role of electronic signatures in HR

        Hello everyone, Businesses and organizations have started implementing electronic signatures across departments, and human resources is no exception. Employee and employer signatures are crucial in HR processes, as they serve as an acknowledgment of critical

      • Zoho Sign: Product updates - Mid - 2024

        Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been