Configure Zoho Sign

Configure Zoho Sign

The Zoho Sign integration displays signed documents sent and processed to the User through Zoho Sign. Users will be able to view and download a PDF of the signed document that is related to them in Zoho CRM.

Ensure that Zoho Sign’s extension has been installed in Zoho CRM’s marketplace, see here.

Verify that the plugin is connected to Zoho Sign, see here.

Important notes about this integration:

The document needs to be fully executed and signed by all parties in order to be available for download by the plugin User (the User will be able to see a list of related documents).

Navigate to Customization - Zoho Sign and enable the “Show in user portal” for Zoho Sign documents to display to Users as a menu item.

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