DocuSign for Zoho CRM lets users securely access and sign their documents from anywhere quickly. Capture, track, and store document information without ever leaving Zoho CRM.
Key Features:
Create documents quickly with the document template library
Track documents, send reminders, and get notified on all stages of progress
Send documents in any of the major file formats.
Get your contracts dynamically signed from the comforts of your Zoho CRM. The DocuSign Extension lets users sign documents in all popular formats such as Microsoft Word, PDF, and HTML amongst many others.
When I think about integrations, I expect single sign-on, data sync and seamless UI experience. The UI experience was very sub-par. It created 3 modules with fields that don't make any sense. When I tried to add a new row, it didn't populate any of the meaningful data automatically.
Could you please let us know what you felt was inadequate with the extension's UI? Also, kindly let us know at which phase you had trouble with the data not being populated automatically. It would be better if you could drop us a line at support@zohoextensions.com with the details so that we can have this rectified immediately.
doesn't even allow you to login to connect. Says my info is wrong but when I do it directly from DocuSign I have no issues. Cant even use. Definitely need to fix this
Since we lack clarity in understanding your concern, could you please highlight the area where you had trouble with the integration so that we can investigate and get it resolved quickly? Alternatively, you can also drop a line to support@zohoextensions.com with the requisite details for further scrutiny. We’d be glad to assist you.
I don't know why this has such terrible reviews. Yes it is missing some functionality and ideals but when used with the Deals module it works well and integrates ok. Improvements: I'd like to able to select specific documents from the deal (mail merged docs) instead of from Desktop or CRM document library or from Zoho WorkDrive folder even if I need to manually select the folder, even better if it can get this folder Id from the Deal module info. It's not 100% ideal but at present, I download created docs from the deal to the desktop and select to continue from there. Not ideal but not out of this world either. Everything else works the same like you are directly in DocuSign - Plus the signed docs get uploaded to the Envelope module and can be accessed from the Deal modle too so I am sure with a bit of tweeking they can be uploaded to the client workdrive folder or zapped elsewhere at some point... but for now it does enough to be useful.
Thanks for the positive feedback. We will explore the possibilities of attaching a document from WorkDrive or from within those particular records as an option and analyze the workability of enacting them along the course.
We have contacted you from a ticket request to assist with your requirement about this extension. Kindly reply to it or drop us a line at support@zohoextensions.com. We'd be glad to help you.
1 star since we aren't able to use it for our business needs because you cannot use the extension with custom modules. If that's ever changed and we use Zoho CRM, then this review can be updated should it work based on needs.
We shall analyze the scalability of making this extension available for custom modules as well and keep you apprised of it when it's coursed into the subsequent phases.
The integration works well when running within Zoho CRM...what is not great is when one needs to log into DocuSign outside of the CRM the separate screens for log in ID and then password is very inconvenient. Please change that to a normal standard log in screen.
Thanks for the clarification. Glad to know that you like the extension. Please feel free to reach out to support@zohoextensions.com with any further comments, concerns, or suggestions you wish to share. We’d be happy to assist you always.
Thanks for the positive feedback. It would be helpful if you could elucidate on your concern during which phase of using this integration you are asked to log in to DocuSign separately.
I apologize, my comment referred to the DocuSign login specifically, when it runs within the integration with CRM credentials are not an issue as that connection is persistent. So, really, the use of DocuSign with the CRM integration is easier than just using DocuSign on its own :)
Pointless. Dont install. No Templates - templates are huge and save a ton of writing time. Cannot have someone just receive a document after its signed...When you use DocuSign on its own there is field you can select for someone to just receive a copy but that is not an available option for the extension. Doesn't look like an update to fix these requests has been taken into consideration for years.
Our technical team is currently working on revamping the extension to implement more aspects. Please await further updates. Also It would be helpful if you could elaborate on the 'Cannot have someone just receive a document after its signed' part of the review to assist you further.
Thank you for explaining your requirement. The feature mentioned is also under development which will be released in the upcoming version. Stay tuned for more deets.
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
DocuSign extension not useful without being able to get to the docusign templates and recipients already in DocuSign. If we were to switch over, this would be a very manual process each docusign that was sent out. We send on average 200/month.
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
The app seems ok, my disappointment is that you have to set the fields each time you create a document in ZOHO. It would be great to flag the fields in a ZOHO template such as a quote so an agent doesn't have to choose the fields each time
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
Thank you for sharing the feedback and we’re sorry to hear that the extension didn’t quite match your expectation for using templates. We will definitely investigate your feedback further and shall look into the details of including the mentioned requirements in future enhancements after checking its feasibility.
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
Thank you for your feedback. We need more information about your concern, so write an email to support@zohoextensions.com explaining your requirement to assist you better.
We are sorry that the extension doesn't meet your requirement for auto-fill or Merging. However, your feedback is very precious and will be highly valued and seriously considered as the input for our product upgrade ideas. We will look into the possibilities of implementing the requested feature after checking its feasibility.
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
We are sorry that the extension doesn't meet your requirement for using templates. However, your feedback is very precious and will be highly valued and seriously considered as the input for our product upgrade ideas. We will look into the possibilities of implementing the requested feature after checking its feasibility.
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
We are sorry that the extension doesn't meet your requirements. We encourage you to write an email to support@zohoextensions.com for a comprehensive review of your requirement.
The DocuSign extension has been revamped with enhanced performances by adding more aspects. Now you will be able to select a DocuSign template using this extension to send to a Zoho CRM record for signature. Please install the latest version of the extension to try out the feature.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
You need to be signed in to report inappropriate content. Alternatively, you could drop us a message at abuse@zohomarketplace.com explaining the situation.
Now, share this app privately just by sending them an email
To
Hello,
I would recommend you to try DocuSign. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
You will be able to share this app only after it is published.
You will be able to report issues regarding this app only after it gets published.
You will be able to request for demo regarding this app only after it gets published.
Would you please take a moment to leave us a review of your experience?
Note: Your review, along with your details (name and profile photo), will be visible to all users. The vendor will be notified (upon approval after the moderation process). They may contact you for further information to enhance their application. The review will be visible in all data centers where the extension is available.
Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
Only admins can install or purchase this app. Please contact your organization admin for more information.
Portal Name :
Please login to submit your comments
Please login to your account.
We're sorry that you've decided to cancel your subscription for the DocuSign. Please let us know why you're cancelling this service, so we can try and help resolve the issue.
The extension did not work.
It did not function as described.
I have found an alternative that does the job better.
I didn't receive adequate support or help resources to utilize this extension fully.
I am no longer using its parent product.
Other. Please specify.
Subject
Subject cannot be blank
Details
Message cannot be blank
Your review successfully sumbitted. Thanks for the feedback
Are you sure you want to delete the developer?
App Name
Vendor Name
Receive promotions
You have not subscribed to receive offers or promotions from any vendor.
You can add a new developer only after updating your company profile.
Kindly click on Update in company profile tab to proceed further.
Payment facility is not available in your region yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
This extension is not available for your region. Please mail us at sales@zohomarketplace.com for more information.
You are unauthorized login to this portal. Please check your portal URL.
Could you please let us know what you felt was inadequate with the extension's UI? Also, kindly let us know at which phase you had trouble with the data not being populated automatically. It would be better if you could drop us a line at support@zohoextensions.com with the details so that we can have this rectified immediately.