Zoho Sign is a digital signature app for signing, sending, and managing your paperwork online. This extension introduces the key functions of Zoho Sign inside Zoho Mail. Create legally binding business documents by setting up e-sign workflows with your email attachments. Sign documents yourself or send them for signatures, and track their completion status directly from your mailbox.
Key Features:
Add attachments from emails to create organized e-sign workflows for collecting signatures and obtaining approvals from multiple recipients
Set up signing sessions for your agents to collect electronic signatures from document recipients in person
Sign documents you receive as email attachments yourself and forward signed copies to others
View your Zoho Sign documents, and track the completion status of each document recipient
The workflow is basically that if you want to send someone a file to sign, you can upload it from the widget, and it then feeds you into the app to define where different parties sign.
This is fine. However, it would be preferable if the plugin would permit you to readily send a saved template to the person you're exchanging notes with. Moreover, it would be great if you could automatically populate any of the fields. Particularly if CRM is already logged, the person's and company's names are accessible. Even if not, they can commonly be ascertained by the person's signature block.
Anyway, it works and it can probably streamline some people's workflows. But until it more thoroughly integrates with what's already saved inside Zoho Sign, it has a bit of room to go.
I found the setup for zoho sign easy and its use is also easy. Created a few word documents as a test and added my signature to see how it works and how it looks. Perfect!!
I couldn't use it in the mail app, and I'm not sure if it's FREE even if you've paid for the workplace standard plan. It used to be part of the plan, but when I checked recently, it was no longer in the plan specs. It appears that Zoho removed features that they knew people would use these days. It would be great to know if the feature is available in paid plans.
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their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software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 Extension for Zoho Mail. It would add a lot more value to your Mail account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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