Central Coast Shopfronts automates digital signature and approval workflows with Zoho Sign.

The Challenge

Central Coast Shopfronts struggled with repetitive and error-prone physical paperwork before opting for Zoho Sign.

"Getting signed documents back from our clients was a challenge," Jeremie says. "When a client wanted to proceed with our quotation, they would print the PDF, complete the acceptance form by hand, scan it, and email it back. Often, some required information would be missing. We would then have to do the entire process over and get the document resent. This prolonged the sign-up process and delayed projects."

He also found that physical paperwork was neither flexible nor customisable for the company's business model, explaining that "for window schedules, clients usually printed the PDF, made mark-ups of amendments, signed each page, scanned the documents, and emailed them to us. The sheer number of changes and editing steps took weeks to complete, delaying our material purchases." He adds that "if clients requested additional work beyond the original scope or wanted variations, redoing the process was cumbersome and time-consuming."

The Solution

Zoho Sign helped Central Coast Shopfronts cut down delays, mitigate errors, and automate paperwork via integrations.

"Zoho Sign streamlined our processes entirely," Jeremie shares enthusiastically. "We now merge data from Zoho CRM into Zoho Sign's templates and send quotations directly using the extension." The process is not only faster for the company but also for their customers. As Jeremie explains, "Clients now complete and sign the document on their PC or phone in minutes! Zoho Sign also automatically sends copies of signed documents to both us and our clients. If a client doesn’t sign immediately, we get periodic email reminders too, making the process seamless and significantly reducing the manual labour required to secure a project."

He adds that the approval process for window schedules has been more flexible and customisable. "To streamline window schedule approvals, we send clients documents via Zoho Sign with drop-down boxes next to each note on the schedule to choose their responses. Once signed, both the client and our production team receive a copy of the document and get reminders that ensure timely completion. When there are project variations, Zoho Sign simplifies the process with a single-signature document, allowing us to act on client requests quickly and efficiently."

Internal approval workflows have also become more efficient, as Jeremie continues, "When my staff send documents to customers, they set me—the general manager—as the first recipient. This allows me to review the document before it is sent to the client. This way, I save time by letting my staff handle the bulk of the work, but still ensure that I approve the documents before they reach the client."

As he reflects on his experience with the app, Jeremie finds that Zoho Sign has remarkably improved his business paperwork. He says, "Zoho Sign is an invaluable tool that has significantly streamlined and improved our document management processes. It has addressed long-standing challenges, such as delays in obtaining signed documents, errors in manual submissions, and the cumbersome back-and-forth of traditional methods."

Jeremie is also impressed with the possibilities that opened up thanks to the app's integration capabilities. "By integrating seamlessly with Zoho CRM, Zoho Sign has automated key tasks such as sending, signing, and reminding clients about documents, all while ensuring accuracy and reducing labour," he notes. "Its features, such as drop-down selections for approvals and automated reminders, have accelerated workflows and minimised project delays. Overall, Zoho Sign is an efficient, user-friendly solution that has enhanced productivity and improved our ability to deliver timely and professional service to our clients."

Benefits and ROI

Five reasons why Central Coast Shopfronts loves using Zoho Sign:

• Quicker document turnaround
• Error-free paperwork
• Automatic reminders
• Tight integration with Zoho CRM
• Compatibility across devices (both desktop and mobile)

Looking Forward

Central Coast Shopfronts now signs more efficiently and quickly with Zoho Sign. The company is looking forward to using more of Zoho Sign's functionalities and integrations to further streamline its paperwork.

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