Sometimes the signature process becomes exhausting and time-consuming, especially when businesses are performing their paper tasks manually. With this integration, your business can get MOU’s, official contracts and agreements, and other documents signed easily, electronically..
Key Features:
Send the document to the respective client vua email to get it signed
Create documents using CRM templates and send them to clients for signatures using HelloSign
Track the status of documents sent to clients (i.e. whether or not the document is signed)
Signed documents will be attached in the customer’s record under the attachment section, and then the document status will be updated to "Signed".
As someone reviewed in 2020 the extension is for non-binding mode for hellosign so therefore this extension doesnt work. I have gone back and forth via email with support for two weeks and no resolution.
They seem to have updated their approach of sending and reviewing documents through HelloSign which is a good thing as this approach seems to be working. They also finally updated the demo video of this application
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Hello,
I would recommend you to try HelloSign Extension for Zoho CRM. 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
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