Zoho Integration with HelloSign

How many times have you gone through the hassle of manually entering information and became frustrated because your documents got late than usual? And as a result you lost your client. It is much obvious to say that in the sales business, time is everything. Securing strong leads, pitching clients and converting them into successful sales is what every business is trying to seek. In all this process, one major stumbling block for most of the businesses is getting signed documents, MOU’s, official contracts and agreements from their respective customers. Sometimes the signature process becomes so tiring and time taking especially when businesses are performing their paper tasks manually. Most of the customers get offended by this and subsequently they choose to leave your business services. But it’s not a problem anymore! With Zoho HelloSign Integration businesses can now work flawlessly while having electronically signed documents side by side.

HelloSign

HelloSign is a brand new tool to collect signatures from associated parties/persons and send them back all the important documents by making use of an easy web interface.

How it works

HelloSign works effortlessly instant. If you already have a PDF document or Word document and you are just waiting for it to be signed then just upload your file in HelloSign and paste the already stored (e-signature) in your document. If you do not have the signature templates available then start by making one. Once you have the signature templates you can utilize them anywhere and can send them to anyone!

Zoho HelloSign Integration

Features that can be experienced as a result of Zoho integration with HelloSign

Zoho has made working cycle a lot easier with its Zoho HelloSign integration.  Simplify the process of getting documents duely signed with Zoho HelloSign Integration. Following are some of the many features that can be experienced while utilizing HelloSign integration with Zoho.

  1. Utilize Zoho HelloSign Integration to add up signatures to the following documents
  • Leasing documents
  • Non-Disclosure Agreements – NDA’s
  • Master Services Agreements – MSA’s
  • Loan documents
  • Hiring documents
  • Quotes/Estimation documents
  1. Get signatures instantly

With HelloSign, you can instantly get signatures which can then be used for important documentation. For getting the signature template done in HelloSign, you just have to log in and then add signature in the template and text boxes to your documents so that you can use it for multiple documents. Businesses add even more speed to the documentation while integrating HelloSign functionality with Zoho.

How the process will look like with Zoho HelloSign Integration?

With just two steps, businesses can now get rid of all the signing hassles that they have to bear before.

Step 1: Create your documents with Zoho writer- add-on by Zoho. You can create templates online and can also use CRM data including leads, accounts and data to create mail merge documents such as forms, labels and official documents. Once you are done with creating documents you just have to follow step 2

Step 2: Add electronic signature boxes to your finished document and email it to your client

Just imagine how much time you would save every day with this practice. At Techloyce, we are proud to offer Zoho integration with HelloSign at an affordable price so that you can enjoy all the aforementioned features.

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