MyDocSafe Extension For Zoho CRM

Sign safe with MyDocSafe

Built for: CRM Developed by: Club Code Technology
  ( 1 )

MyDocSafe is an electronic signature, client portal, and workflow automation platform ideal for signing contracts, automating client onboarding, and securing complex transactions.

This MyDocSafe plugin for Zoho CRM is a handy tool for MyDocSafe and Zoho CRM users that enables you to quickly and easily add or obtain signatures on important documents. It offers e-signature functionality for approvals and agreements, and allows you to send files and track their signing status.
The best part is that it processes documents quickly, enabling you to provide efficient service to your contacts, clients, and employees.

Key Features:

  • Send documents to customers from within Zoho CRM.
  • Specify the exact location where an authorized person must provide their signature.
  • Specify the exact location if you want a person to attach a date and additional notes (text/paragraph).
  • The list of all documents sent to customers and the status can be viewed from the MyDocSafe History tab in Zoho CRM.

Tags

Deployment type Zoho platform
Published date May 23, 2024
Version 2.0
Category Collaboration
Pricing Free
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.