Unpacking the Zoho Sign Extension

  • A few buttons “Send for Zoho Sign” were added in various modules so you can use Sign features straight from CRM
  • In most cases, you’ll just use it with the Contacts and Deals modules
  • 3 New modules related to Sign Documents were created that help with organization and automation (more on that later)
  • You can uninstall the extension at any time, but there will be some data loss
  • You can’t remove the buttons once installed, it’s all or nothing