Zoho CRM

Send, sign and track contracts quickly and securely within Zoho CRM.

The DocuSign Extension for Zoho CRM provides users with the e-signature functionality required to quickly complete approvals and agreements , as well as let users securely access and sign their documents from anywhere.

Application Description

Get your contracts dynamically signed from the comforts of your Zoho CRM. The DocuSign lets users sign documents in all popular formats such as Microsoft Word, PDF, and HTML amongst many others.

Key Features

  • Send documents from within Zoho CRM after dynamically placing signature, initials, dates, and other details.
  • Track document signing status and events within Zoho CRM
  • The signed documents will be stored in Zoho CRM and are searchable.
  • User level self-authorization and personalization available.

How It Works:

  • A 'Send to DocuSign' button is available in all records inside the Leads, Contacts, Deals and Accounts Modules.
  • Documents can be added to either new or previously existing DocuSign envelopes via an integrated preview page.
  • Envelope information related to Zoho CRM records is present in the Leads module as a related list.
  • Signing status for documents sent using DocuSign can be tracked from the Feeds module within Zoho CRM.

Resources

https://www.zoho.com/crm/newhelp/extensions/docusign.html

Got Questions?

Phone: +1 408 916 9847
Email: support@zohoextensions.com

Compatibility / Version Information

The Docusign integration is compatible with Enterprise Trial, Enterprise, CRM Plus, Ultimate of Zoho CRM.

Screenshots

Send documents for signature, from within Zoho CRM records.

Send agreements, contracts and other documents to your Zoho CRM leads, contacts, accounts, and potentials using the "Send to DocuSign" button available inside each record.

Send documents for signature, from within Zoho CRM records.

Send agreements, contracts and other documents to your Zoho CRM leads, contacts, accounts, and potentials using the "Send to DocuSign" button available inside each record.

Create Envelopes

Upload files, add multiple recipients, set the signing order, and attach a message for your recipients before sending it for signature.

Create Envelopes

Upload files, add multiple recipients, set the signing order, and attach a message for your recipients before sending it for signature.

Advanced Envelope settings

Set reminders and expiry dates for the Envelopes you send through Zoho CRM.

Advanced Envelope settings

Set reminders and expiry dates for the Envelopes you send through Zoho CRM.

Track all sent Envelopes

You can track the envelopes you have requested for signature, and store all signed documents inside their corresponding Zoho CRM record.

Track all sent Envelopes

You can track the envelopes you have requested for signature, and store all signed documents inside their corresponding Zoho CRM record.

About the partner 

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.

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