Clicky

Do you still use pen and paper to sign your customer sales agreements, purchase orders, supply contracts, invoices, and other documents? Don’t you think this manual paperwork will slow down your growth in this current remote work scenario?

If yes, we have a simple solution for you to explore. You can say goodbye to manual paperwork and wet signatures altogether with the Zoho Sign extension for Zoho CRM. This extension will help you cut costs, close deals faster, and improve the overall experience for your customers.

In this webinar session, we cover:
– Why go paperless and how e-signatures can help
– An overview of Zoho Sign
– Installing and managing the Zoho Sign extension for Zoho CRM
– Sending documents for signature and tracking them from Zoho CRM
– Using Zoho Sign templates and CRM/mail merge templates for efficiency
– Using the Zoho CRM mobile app to send documents for signature
– E-sign customization and automation options in Zoho CRM
For any queries or assistance, write to [email protected]

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