Using Zoho Sign in Zoho CRM
Integrating Zoho Sign and Zoho CRM
The video shows how to integrate Zoho Sign with Zoho CRM to allow ease of document flow between you and your clients.
For a more detailed guide, visit the link below
Sending PDF and adding recipients
You may need to send PDF documents for your clients to sign. You may also need to add multiple recipients that need to receive the document. Watch the video below to learn how to configure the right settings to ensure the document has the correct flow.