ZohoSign
Getting documents signed in person
The in-person signing feature enables you to get documents signed using your Zoho Sign account in face-to-face situations. For example, business meetings or sales visits where you or your field executive are looking to get your partner or customer's ...
Sending documents out for signatures
You can upload documents and send them to one or more recipients to request their signatures, using the Send for Signatures section in Zoho Sign. To access this section, log in to Zoho Sign and click Send for signatures on your dashboard, or click ...
Accessing Zoho Sign when using Zoho CRM
Zoho Sign is a helpful application for sending secure documents to be signed. Here's a quick video to show you where to go to access Sign:
Send a Signing Package inside Zoho CRM
You may need to send PDF documents for your clients to sign. You may also need to add multiple recipients that need to receive the document. Watch the video below to learn how to configure the right settings to ensure the document has the correct ...