Signing Off…

…for now.

But first, a check of your understanding!

Now that you’ve learned how to install and use sign, set it up in your own demo system. Consider the following use case if you don’t have your own:

Before closing a deal, Affluence Financial Planning needs to send an NDA to the client. Create your own mail-merge document that has an “agreement” between a client and yourself. No, you don’t have to use all that fancy legal jargon. Make it as simple or as complex as you want.

Upload the doc, add the mail-merge and signing fields, and set it up in the deals module, to be ready to sign near the close of a deal.

Congratulations on finishing the course! The Zoho CRM-Sign integration is one that can really solve many issues and help you streamline your business process.

If you have additional questions about this feature or anything else in the Zoho Suite, don’t hesitate to reach out to us here. Also, check out our blog posts for useful tips, tricks, and feature reviews.

And, if you’re looking to master the Zoho One Suite even more, browse through the rest of our courses.