How to Automate Contracting with Zoho CRM and Zoho Sign
Intro to eSignature
3 Topics
Intro to eSign Platforms
Example of an eSign Contract
Quick Example of How to Create an eSignature Contract
Why Zoho Sign + Zoho CRM is So Powerful
3 Topics
Automatically Merge Data from Zoho CRM into your Contracts
Automatically Link Contracts Back to Your Contacts/Deals
Automate Follow-Up Upon Contract Completion
How to Set Up Your Zoho Sign – Zoho CRM Workflow
13 Topics
Adding Zoho Sign to Zoho One
Installing the Zoho Sign Extension
Unpacking the Zoho Sign Extension
Importing a Mail Merge Template
Using Merge Fields in Mail Merge Templates
Using Signer Fields in Mail Merge Templates
Using Dynamic Fields in Mail Merge Templates
Other Uses for Mail Merge Templates
Using the “Send for Zoho Sign” Button
What the Heck!? I WAS PROMISED AUTOMATION, BUT I HAD TO CLICK A BUTTON!?
Customizing Zoho Sign for Your Brand
Creating a Quick Tab Group to Hide Those Modules
Signing Off…
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Customizing Zoho Sign for Your Brand
How to Automate Contracting with Zoho CRM and Zoho Sign
How to Set Up Your Zoho Sign – Zoho CRM Workflow
Customizing Zoho Sign for Your Brand
Within Zoho Sign is where you can customize:
who the email comes from
the logo and design of email templates
custom sub-domains
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How to Automate Contracting with Zoho CRM and Zoho Sign
How to Set Up Your Zoho Sign – Zoho CRM Workflow
Customizing Zoho Sign for Your Brand
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