Zoho Sign is a digital signature app for signing, sending, and managing your paperwork online. This extension allows you to use the key functionalities of Zoho Sign inside Zoho Desk. Add documents to Zoho Sign from your device or from the attachments in your ticket threads and responses to set up e-sign workflows and collect signatures. Create legally binding business documents for time-sensitive support operations directly from Zoho Desk.
Key Features:
Add documents to create organized e-sign workflows for collecting signatures and obtaining approvals from multiple recipients
Sign documents received as attachments in ticket responses yourself and forward the signed copies to others
Assign documents to your field agents to collect electronic signatures from your contacts and other recipients in person
View Zoho Sign documents associated with specific tickets and contacts and track their completion status
Provides basic functionality. Does NOT provide a notification in the ticket when the document is signed, nor does it allow for documents/templates to be available in the widget itself.
the integration works nice, for signing documents and sending for signature. the only con is you can't use templates with the integration. that would be perfect if that option was there.
Didn't show all the available documents from zoho sign. Uninstalled. Also don't like that it can't be found as a Zoho Extension... it's made by zoho right?
It's great that there's a way to connect to Zoho Sign easily and send out documents for signatures within Zoho Desk.
I wish that the features to also set the automatic reminders via the Zoho Sign extension on Zoho Desk (similar to the settings on the actual Zoho Sign account) is available too.
Additionally, if there's a way to save these files into individualised dropbox folders via the Zoho Desk/Sign extension, that will be great as well so that other teams can access them.
Looking forward to seeing these improvements soon! :)
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their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Zoho Sign for Zoho Desk. It would add a lot more value to your Desk account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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