Digital signatures for digital contract management with Zoho CRM | A Zoho Sign Session
338
2024-07-03に共有
overall document turnaround time and offer a great customer
experience with the Zoho Sign extension for Zoho CRM.
This session will cover:
00:00 Introduction
01:25 Agenda
02:26 The need for digital signatures
04:32 Zoho Sign overview
12:28 Zoho CRM Overview
22:32 Zoho Sign for Zoho CRM
25:04 Installing Zoho Sign's extension for Zoho CRM
27:00 Sending documents in Zoho CRM
32:26 Creating templates in Zoho Sign
35:09 Sending Zoho Sign templates in Zoho CRM
38:10 Sending mail merge templates in Zoho CRM
44:16 Creating custom button in Zoho CRM
47:18 Sending inventory templates in Zoho CRM
50:00 Zoho Sign for CRMs
50:45 Resource materials
52:09 Contact us
#ZohoCRM #ZohoSignforZohoCRM #ZohoSign
Try our FREE 14-day Enterprise trial here: zoho.to/sign
Click here to watch:
Managing users in Zoho Sign - • Zoho Sign eSignature - How to invite ...
Creating and managing custom roles in Zoho Sign -
• Zoho Sign eSignature - Creating custo...
An introduction to Zoho Sign APIs -
• An introduction to Zoho Sign APIs | e...
Send, sign, and manage documents with Zoho Sign API -
• Send, sign and manage documents with ...
Templates in Zoho Sign - • How to use Zoho Sign templates : Step...
Use templates to send and collect signatures with Zoho Sign API -
• Use templates to send and collect sig...
Adding text tags to your document - • Text tags for eSignatures | Explanato...
Zoho Sign Product Demo - • How to use Zoho Sign: Sign, send and ...
Overview of Zoho Sign - • Zoho Sign - An overview and what it c...
Sending and Signing documents in Zoho Sign -
• How to send a document and digitally ...
Templates in Zoho Sign -
youtube.com/playlist?list=PLUoQI6v-
47Gu1m4uHBKpa80m-2qe4O6Nw
Why Zoho Sign is #BestDocuSignAlternative -
• Best DocuSign Alternative - Zoho Sign...
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Check out our help section:
help.zoho.com/portal/en/kb/zoho-sign
For queries and assistance, write to:
Non-EU countries - [email protected]