DocuSign for Zoho CRM

Send, sign and track your agreements from inside Zoho CRM.

Get your contracts dynamically signed from the comforts of your Zoho CRM. The DocuSign Extension provides users with the e-signature functionality required to quickly complete their approvals and agreements, and also lets them securely access and sign their documents from directly from Zoho CRM.

Application Description

Send, and sign documents in all popular formats such as Microsoft Word, PDF, and HTML amongst many others, using the DocuSign Extension for Zoho CRM.

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.
  • Create documents for Inventory modules using CRM Templates and send them for signature using Docusign.

Resources

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Compatibility / Version Information

  • The Docusign Extension is compatible with Enterprise Trial, Enterprise, CRM Plus, and Ultimate editions of Zoho CRM.
  • See all editions and pricing here.

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 is THE operating system for business - a single cloud platform with all the necessary applications to run a business entirely from the cloud. Businesses can acquire and manage customers using Zoho's marketing, sales and customer support applications - Campaigns, CRM and Desk -and can then empower employees to create, store and distribute content on the cloud with Zoho's productivity and collaboration applications - Office, Mail and Docs. Additionally, businesses can run their own operations on Zoho's finance and human resources applications - Books, People and Recruit.

More than 20 millions users around the world across hundreds of thousands of companies rely on Zoho every day to run their businesses - including Zoho itself. A business can choose to run the entire Zoho suite or just a single application. Zoho applications are available directly through zoho.com, or through an ecosystem of hundreds of worldwide Zoho partners.

Zoho is a division of Zoho Corp., a privately-held and consistently profitable company, with more than 3,500 employees. Zoho is headquartered in Pleasanton, CA with international headquarters in Chennai, India and offices in Austin, London, Yokohama, and Beijing.  For more information, please visit http://www.zoho.com.

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