Easy Document Management with Zoho Sign

By | Training

Zoho Sign document managementBy adding Zoho Sign to your suite of Zoho apps, you can easily send out your CRM documents for signatures. With your current Zoho CRM subscription, it is available at no extra cost. You’ll have the option to install the Zoho Sign extension from the Zoho CRM marketplace once you create a Zoho Sign account. Once this is all set up, you’ll be able to send documents needed for signatures.

Creating your Zoho Sign account

  • Log in to your Zoho CRM account
  • Go to sign.zoho.com
  • Accept an invitation to your organization’s account, or if you’ll be creating one, enter an organization name. You’ll want to confirm first that someone else in your organization hasn’t already created an account.

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