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What is Zoho Sign Used with Vtiger CRM?

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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: 
  • 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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