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Using Zoho Sign to Create, Sign, And Close Deals Faster in Zoho CRM

Let’s say you received a lead in your Zoho CRM, you could use a Zoho extension to send out a document to lead for the lead to engage with. And once they view the document and sign it using Zoho sign, you could send them another follow-up document that they can sign, read, accept, and sign. You could then convert the lead into a contact and execute a sale where you have the sealed documents sent to them using the Zoho sign extension. They could use the same means to go through the document and negotiate or convey if they want any changes and have them sign it later when they agree to the terms. Once the sale is executed, you can raise any follow-up paperwork, which you either need to sign or they need to sign to complete the transaction and keep the records.

All this time, you can have the sale signal feature within Zoho CRM keep track of these documents that have been sent out, and notify you if there are changes that are happening. This is ideally the complete sale cycle visualized using this extension based on what we’ve observed.

How to Use Zoho Sign Integration in Zoho CRM

Starting off, to use the Zoho sign extension for Zoho CRM, you will need a valid Zoho sign license. This could be a license of any plan, including the free plan and a valid CRM license. But, in this case, you would need a standard license or above, or you could have a valid Zoho one subscription, which is a description of all the Zoho apps, which by default grants you access to all of Zoho apps and you can access all of the features.

By default, when you integrate Zoho sign with Zoho CRM, it supports eight modules. It supports four dashboard modules: potentials or leads, contacts, accounts, and deals. And then four inventory modules: quotes, sales orders, purchase orders, and invoices. In addition, Zoho sign also creates three custom modules for document and Records management: Zoho sign, documents Zoho sign recipients, and Zoho sign document events.

Using Zoho Sign to Create, Sign, And Close Deals Faster in Zoho CRM

Installing and Managing the Extension

To install the extension, you will have to go to the settings section at the top of the page. Then you would need to visit the marketplace, click all, and it will list all the various extensions. Just search for Zoho sign in the search bar, and you will automatically see Zoho sign for Zoho CRM. a pop-up bar will appear, and you can click on that to visit the extension page. Click on install; it will ask you to confirm the installation and check the personal details and the installation details. Just give it a quick look and then agree to the terms of service and click on install.

After installation, a pop-up will appear asking you if you agree to the terms of service and authorize Zoho sign to access your Zoho CRM data and process it. As you continue, it will ask you whom you want to install the extension for; you can choose to install only for admins, all users, or some specific user profiles.

After that, a pop-up will appear saying the extension has been successfully installed, and you will be on the extension Details page, where it’ll lists out all the modules that it supports.

Accessing Zoho Sign Across the Modules That It Supports

With the lead extension installed, you can have all your leads in one place, which can easily help you create a workflow to send a document out with any particular lead. You can also select multiple leads to have a bulk send workflow initiated right from within the lead module, or you could just select one lead and visit that particular lead record and click on send with Zoho sign to initiate a workflow only with that lead, and then add more, recipients onto the workflow as needed.

Using Zoho Sign to Create, Sign, And Close Deals Faster in Zoho CRM
And it’s the same for contacts as well. You can select a lead, and the send button with Zoho sign appears. The same is true in the case of accounts as well. You could visit individual records. You will find the button, or you can select a record, and you will find the button at the top of the module screen itself. And even in the case of deals, the view is different, you have a combined view by default. Even in this case, you have a checkbox, which, if you check, it’s going to show you the option to send with Zoho sign, or if you can visit the deal record itself, you’ll have the button to send win Zoho sign from inside the deal record. This is the same thing with the inventory modules as well. There are quotes, sales orders, purchase orders, and invoices with quotes, and you have two records. If you select a record, it will show you the option to send with Zoho sign, and the same goes for sales orders as well.

Taking A Look at The Three Additional Modules

So, we have Zoho sign documents and Zoho sign recipients. And Zoho sign document events. The names themselves must be fairly self-explanatory. The process is identical across all the other seven modules supported out of the box. So first, go to the leads module and select the lead with which we want to build a workflow. For example, in this case, Tresa will be selected as the lead that we’re going to work with. Click on send with Zoho sign inside the lead at the top right corner. This will open a pop-up where you can build out your e-sign workflow by adding a document. You can add a document from my device or the CRM documents or from the attachments to this particular record, or I could even import it from the different cloud storage solutions that I can connect with. For this example, click on cloud import, and it’s going to show this pop-up called the cloud picker, where you can select different cloud storage solutions from where you can import a document onto the workflow. Let’s add an NDA document that will send to the leads to ensure they don’t divulge information that we engage them with. Having added a document, you can add the recipients by default. The record is added as a recipient, but you can also change it to other modules like contact or a lead. Then you can pick from these modules or even add an email to send the document out to the user who is part of the CRM administration or account management team.

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