The Zoho Sign application for Pipedrive helps businesses around the world expedite their sales paperwork processing with dynamic and seamless eSignature workflows. Connect your Pipedrive account to Zoho Sign to send documents out for signatures quickly and securely. Manage your documents and track their progress in real-time directly from the hub of your Pipedrive sales.

Key Features:

• Send a Zoho Sign Template To Pipedrive Deals or Contacts or Organization Email Id.

• Upload the Pipedrive Documents to Zoho Sign.

• Track the Document Status in Pipedrive Panel.

How it works:

1. Open the desired deal or contact from your Pipedrive dashboard.

2. You can then use the Zoho Sign actions to send a template or a document from the hub of your Pipedrive sales for signature or open Zoho Sign to manage the associated document signature request.

3. The Zoho Sign app panel will show the associated document signature request's latest status.

Prerequisite:

• Pipedrive Account
• Zoho Sign Account - Enterprise*

About OAppS:

Authorized Marketplace app solutions providers. Developed 50+ extensions for many SaaS services and served many customers. Contact us for any extensions/integrations development, please mail us at [email protected]. We are passionate about creating Outstanding Apps, that Empower Your Business And Lead To Success.

1.Install the Zoho Sign application from the Pipedrive Marketplace.

2.Authorize both your Pipedrive and Zoho Sign accounts to access data from one another and also transfer data between them.

3.Open the desired deal or contact from your Pipedrive dashboard to view the associated Zoho Sign document signature request(s).

4.Use the Zoho Sign actions and links in the associated document signature request(s) to send them for signatures or add more documents.