Introducing the Zoho Sign and Bigin integration

Greetings,

We're thrilled to announce that Zoho Sign has integrated with Bigin by Zoho CRM, bringing a seamless signing experience directly into your small business CRM. You can now sign, send, and manage your contracts and agreements directly from your Bigin dashboard and contacts, making it easy to stay on top of your tasks without juggling between multiple tabs.

What is Bigin?

Bigin is a customer relationship management and sales pipeline management software, designed particularly for small businesses. It helps you:

• Build strong connections with your clients and prospects.
• Get a clear view of your sales performance metrics.
• Automate repetitive tasks and close deals faster.

As your business grows, managing deals and customer relationships can become challenging. Bigin simplifies this process, ensuring no opportunity slips through the cracks.

Why integrate Zoho Sign with Bigin?

Picture this: you've just found a business prospect, sent them a proposal, and now it's time to finalize the deal. With the Zoho Sign and Bigin integration, you can instantly initiate the document signing process right from your dashboard, streamlining the entire workflow.

With everything housed within Bigin, your sales process becomes smoother, faster, and more efficient. Let Zoho Sign and Bigin handle the paperwork to eliminate delays and scattered details while you focus on what really matters—building lasting relationships and growing your business. 

Key features to watch out for:

• Seamless signature automation: Effortlessly collect signatures directly from Bigin modules like Pipelines, Contacts, or Companies.
• Smart template automation: Automatically populate Zoho Sign templates with data from your Bigin records. Customize documents with ease and send them out for signature in just a few clicks.
• Real-time document tracking: Keep track of your signed documents with instant updates and access detailed status reports in Zoho Sign to stay informed every step of the way. 
  

Ready to get started? 

Check out our help documentation for a detailed walkthrough.

We'd love to hear from you!

Explore the integration and let us know your thoughts! If you need any assistance or would like more information, don't hesitate to comment below or reach out to us at support@zohosign.com (or support@eu.zohosign.com for EU). We're here to help!

Best,

Rithika Govindarajan

• Topic Participants

• Rithika Govindarajan

  

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