Save effort and time with Vtiger - Zoho Sign integration
Posted: Sat Dec 21, 2024 3:49 am
Every organization's daily activities involve a significant amount of paperwork. There are several items, contracts, and documents that need to be signed. Electronic signatures are the most sophisticated way to sign documents. You don't have to print or courier documents, and you don't have to keep track of who signed what. Everything happens faster and at a lower cost in the long run. Companies that use electronic signatures enjoy various benefits, including less paperwork, lower paper costs, increased productivity, and maximum security.
What is an electronic signature?
An electronic signature, also known as an e-signature, is a fast phone number database and legal way to approve electronic documents. It can replace a manual signature in almost any procedure because it is safe and secure.
Now you can sign any legal document with a single tap of your finger using Vtiger's esign module, now integrated with Zoho Sign. It's fast, easy, and virtually error-free, and you can sign in with a few clicks from your desktop or laptop.
What is the Zoho sign?
Zoho Sign is a cloud-based digital signature service. Instead of relying on paper files, Zoho Sign lets you sign documents electronically or send documents for signature.
Proposals, invoices, and other documents can be sent to clients or team members directly from your CRM.
Zoho-Sign – YT thumbnail – twitter (1)
Check out the Vtiger-Zoho Sign Webinar co-hosted by Vtiger and Zoho to learn more!
Features of Zoho Sign integration with eSign module
You can add multiple signatures with corresponding slots to your documents in one go.
You can add brand graphics, logos, copyright symbols, and email addresses to your documents.
You can also track the progress of the document and information about the signatory.
So what are the benefits of this integration?
When you integrate Zoho Sign with Vtiger CRM, you have:
Several signatories
Complete control over how documents are delivered and signed by recipients.
A cost effective process as all documents are sent via email, eliminating the need for postal and courier services.
Easy to use interface.
Well equipped and secure connections.
Documents are stored in the cloud, which eliminates the risk of data loss.
Using the Zoho sign
Page 6
Using Zoho Sign by Vtiger is very simple and can be done in just a few steps.
Download and install the Zoho Sign extension. Add your account details, including your signature.
Find the Create Document screen where you can add information about the signer and the slots you want them to sign in.
Add the recipient's email address with an email note for more information.
What is an electronic signature?
An electronic signature, also known as an e-signature, is a fast phone number database and legal way to approve electronic documents. It can replace a manual signature in almost any procedure because it is safe and secure.
Now you can sign any legal document with a single tap of your finger using Vtiger's esign module, now integrated with Zoho Sign. It's fast, easy, and virtually error-free, and you can sign in with a few clicks from your desktop or laptop.
What is the Zoho sign?
Zoho Sign is a cloud-based digital signature service. Instead of relying on paper files, Zoho Sign lets you sign documents electronically or send documents for signature.
Proposals, invoices, and other documents can be sent to clients or team members directly from your CRM.
Zoho-Sign – YT thumbnail – twitter (1)
Check out the Vtiger-Zoho Sign Webinar co-hosted by Vtiger and Zoho to learn more!
Features of Zoho Sign integration with eSign module
You can add multiple signatures with corresponding slots to your documents in one go.
You can add brand graphics, logos, copyright symbols, and email addresses to your documents.
You can also track the progress of the document and information about the signatory.
So what are the benefits of this integration?
When you integrate Zoho Sign with Vtiger CRM, you have:
Several signatories
Complete control over how documents are delivered and signed by recipients.
A cost effective process as all documents are sent via email, eliminating the need for postal and courier services.
Easy to use interface.
Well equipped and secure connections.
Documents are stored in the cloud, which eliminates the risk of data loss.
Using the Zoho sign
Page 6
Using Zoho Sign by Vtiger is very simple and can be done in just a few steps.
Download and install the Zoho Sign extension. Add your account details, including your signature.
Find the Create Document screen where you can add information about the signer and the slots you want them to sign in.
Add the recipient's email address with an email note for more information.