eSign and Zoho Integration

Integrate eSign with Zoho for a streamlined workflow and optimised document management processes. Sign up for a free trial today.

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Trusted By

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University Hospitals of Leicester
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Peterborough City Council Logo
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NFU Mutual
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Mid Devon Logo
University Hospitals of Leicester
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Integrating E-Sign and Zoho with Zapier

Integrating business applications helps create efficient workflows and boost productivity. Streamline your business operations with E-Sign and Zoho and get the most out of your digital solutions. Take your workflows one step further and add easy automation with Zapier’s pre-set connectors.
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month

Make customer transactions easier.

E-Sign and Zoho CRM

Our CRM connector can add automation between E-Sign and Zoho CRM to make managing customer transactions easier. With the range of pre-set triggers and actions, you can create bespoke workflows that work for your business.

Automatically make updates, convert leads, or make new entries when a document is signed or completed and keep your team up to date with transactions. Conversely, you can also automatically generate E-Sign documents from a template. This can be triggered when leads are updated or new contacts are added.

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Benefit your team and organise your communications.

E-Sign and Zoho Email

Our Zoho email connector makes managing business communications a lot simpler. With a choice of triggers and actions, you can create bespoke workflows that benefit your team and organise your communications. When a document is completed or a new party signs, you can create a new email draft, send a new message or create a new task in Zoho.

You can also reduce document creation time using automation, generating documents from a template when you receive a new email or tag an email. Having your documents automatically generated allows you to reduce business admin and save time for your employees.

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Collect data and information from clients.

E-Sign and Zoho Forms

Zoho Forms allows businesses to create digital forms online, perfect for collecting data and information from clients. Using the Zoho Forms connector promotes better collaboration between E-Sign and Zoho and allows for automation to be added to your processes

When is new form entry is submitted, you can automatically create a new document for signing or upload a new file to the E-Sign platform. Setting up bespoke workflows helps to increase efficiency, allowing you to organise your collected data and reduce effort on your employees’ part.

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Testimonials

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Mid Devon District Council

“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants’ comment on how easy it is to use as a signer which is fantastic.”

Lisa Harber | Team Leader 
Leicester Hospital Case Study

University Hospitals of Leicester

“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”

Amy Page | Kidney Pharmacy Team
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University of Oxford

“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”

Purchasing Department | End User
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Paratus Law

“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. Esign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”

Simon Arthur | Owner
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Beyondly

“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”

Emily Rice | Operations Manager
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National Clinical Homecare Association

“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”

National Clinical Homecare Provider | End User
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Slater Heelis Solicitors

“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”

Slater Heelis Solicitors | End User
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Morgan Ash

“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

Andrew Gething | Managing Director
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Blue I Properties

“Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

Debbie Collins | Lettings Administrator
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Government Property Agency

“One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

Government Property Agency | End User
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10-100

“The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

Paul Visagie | IT Consultant
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Cambridgeshire County Council

“eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

Wendy Ballard | End User
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Churchill Support Services

“Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

Katie Butcher | Client Relationship Manager
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University of Salford

“We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

End User | University of Salford
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Polden Bower

“We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

Alison Sanders | Executive Finance Officer
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Boon Brokers

“E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

Gerard Boon | Managing Director, Boon Brokers
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Thula

“We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

Adele McAllister | Manager
Hessington Health Testimonial

Hessington Health

“Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

Harjeev Rai | Medical Director

Benefits of Integrating eSign and Zoho

Esignature Streamline Business Communications

Streamline Business Communications

E-Sign is designed to streamline your company operations and business communications. Simplify your business communications with E-Sign and Zoho and improve collaboration with employees and customers.

Esignature Modernise Business Operations

Modernise Your Operations

Paper-based processes are no longer the most efficient way to conduct business. Modernise your operations with our digital platform and electronic signature and ensure your business stays one step ahead of competitors.

Improve Customer Experience with E-Sign

Improve Customer Experience

Digital solutions should simplify your document transactions for you and your customers. Merging E-Sign and Zoho helps to create an efficient process, so you can provide an exceptional customer experience to impress your clients.

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    Frequently Asked Questions

    What is Zoho used for?

    Zoho is a cloud software office suite that contains over 50 applications designed to support businesses with their operational needs. Some examples of its features include spreadsheets, word processing, databases, presentations, CRM, project management, note-taking, and much more.

    Why is Zoho so popular?

    A key factor behind the success and popularity of Zoho is the strong emphasis it puts on data security and privacy. Data security is an important priority for many businesses, and Zoho has recognised this by implementing the highest standards of security systems and protocols to protect user data effectively.

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