Here’s a quick look at how easy it is to integrate Zoho CRM with Zoho Sign and get your contracts and agreements signed.
Faster document turnaround time
Get your documents signed in a matter of minutes without the hassle of chasing down documents.
Tighter integration
Zoho Sign readily integrates with popular applications like Google Workspace and Microsoft 365, as well as Zoho applications like Mail, Recruit, People, Books, and Desk.
Security
Zoho Sign offers military-grade encryption and a comprehensive audit trail to ensure your documents’ integrity.
The Sales Cycle
Lead added to
Zoho CRMCRM agent sends an NDA using Zoho Sign extension
Lead digitally signs the NDA using Zoho Sign
CRM agent sends a deal using Zoho Sign extension
Lead digtally signs the deal using Zoho Sign
Transaction is completed and sale is closed
Sales executed and the CRM agent raises an invoice, which is sent to the contact
Contact digitally signs the sale order with Zoho Sign
Agent sends a sale order using Zoho Sign extension
Lead is converted to a contact in Zoho CRM
Collecting signatures
Send, manage, and track the status of your agreements directly, or from a custom module in your Zoho CRM dashboard.
Branding and customization
Showcase your brand’s identity while collecting signature from your leads.
Merge templates
Create a sales agreement from scratch, automatically place details from the Zoho CRM record within the template, and send the customized document for signature.
Collect data, map information, sign securely
Frequently asked questions:
Not to worry! Signers don't need an active Zoho Sign subscription to sign documents.
Documents signed with Zoho Sign are legally valid and meet the requirements of the Electronic Signatures in Global and National Commerce Act of 2000 (ESIGN) in the United States, the electronic IDentification, Authentication and Trust Services (eIDAS) regulation in the European Union, and the Information Technology Act of 2000 (ITA) in India. Check Zoho Sign's legality for your country
Of course! Apart from offering integration with popular CRM applications like HubSpot, Pipedrive, Freshsales CRM, Zendesk Sell, VTiger CRM, Zoho Sign offers REST APIs and SDKs to integrate the e-signature functionality with any CRM application.
Nope! The enterprise edition of Zoho Sign and Zoho CRM are already part of Zoho One.