FAQs in this section
What is Zoho Sign?
What are the Benefits of Using Zoho Sign?
What are the Prerequisites for using Zoho Sign with Vtiger CRM?
How to Install Zoho Sign?
How to Configure Zoho Sign with Vtiger CRM?
How to Send Documents for Digital Signatures Using Zoho Sign CRM?
What are the limitations of using Zoho Sign for digital signatures?
What is Ensign Documents - List View?
What is Ensign Documents - Summary View?
What is Esign Documents - Detailed View?
How to disable Zoho Sign?
What is Zoho Sign Used with Vtiger CRM?
Table of Contents
You can now integrate Zoho Sign with Vtiger CRM.
Once installed, Zoho Sign will be a part of the Esign Documents module in the CRM. You can send quotes, invoices, contracts, etc., to your contacts, associates, and team members for digital signatures directly from the CRM.
With this integration, you will be able to use the features of Zoho Sign such as the following:
You will also be set up alerts in the CRM to tell you when a document is due for signature.
Once installed, Zoho Sign will be a part of the Esign Documents module in the CRM. You can send quotes, invoices, contracts, etc., to your contacts, associates, and team members for digital signatures directly from the CRM.
With this integration, you will be able to use the features of Zoho Sign such as the following:
- Add multiple signatories to your documents.
- Decide the order in which signatories will have to sign. For example, approvals.
- Create personalized templates by adding brand images, logos, copyright, and email addresses.
- Track and monitor the document status and signee details.
You will also be set up alerts in the CRM to tell you when a document is due for signature.
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