Sign | Zoho CRM | Knowledge Base

Zoho CRM
Tracking documents sent from Zoho CRM
You can track the status of documents sent from a particular record, as well as track the status of all the documents sent with the Zoho Sign extension directly from your Zoho CRM account. Only documents sent directly from Zoho CRM can be tracked ...
Sending documents from Zoho CRM
Available in all data centers Upon successful installation of the Zoho Sign extension, the details page of leads, accounts, contacts, and so on will have the Send with Zoho Sign button, which can be used to send documents, CRM documents, or ...
Bulk send with custom module in Zoho CRM
How do I send a document for signature to a bulk set of recipients from Zoho CRM's custom module? The Zoho Sign's extension for Zoho CRM provides users with the ability to send documents in bulk within Zoho CRM. To achieve this, you must create a ...
Sending documents for signatures from custom modules in Zoho CRM through Zoho Sign
The Zoho Sign extension for Zoho CRM provides users with the ability to also send documents for signatures from custom modules within Zoho CRM. To achieve this, users can create a custom button that functions similarly to the Send for Zoho Sign ...
Using Zoho CRM email templates
An email template is a pre-formatted email layout that can be customized and reused whenever needed. The Zoho Sign extension for Zoho CRM comes with eight default Zoho Sign email templates that can be used while sending documents using the Send with ...
Sending inventory templates in Zoho CRM
Zoho CRM provides inventory templates that help you send customized quotes, purchase orders, sales orders, and more. As part of the customization, you can use the drag-and-drop function to add fields, add a company logo, and even attach a signature ...
Sending mail merge templates in Zoho CRM
The Zoho Sign extension for Zoho CRM helps businesses send customized agreements or contracts using the data from Zoho CRM. The mail merge template helps you save the document, edit the content, merge data from your CRM, and send the document to your ...
Integrating Zoho Sign with Zoho CRM
Available in all data centers Zoho Sign offers its integration with Zoho CRM, our customer relationship management software. This integration helps to send, sign, and manage sales agreements, business contracts, and other documents directly from Zoho ...

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