Make customer transactions easier.
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.
Benefit your team and organise your communications.
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.
Collect data and information from clients.
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.
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.
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.
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.