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Writer's pictureSellico Consulting

#Zoho Sign - Automating business paperwork using form-based eSign workflows

Published on Jun 11, 2019


Do you use online forms to collect and store information from your customers and co-workers? Do you also find yourself having to manually transfer this information when preparing business documents, creating workflows, and sending them for signature? It shouldn't come as a surprise that these tasks are cumbersome, time-consuming, and error-prone. They slow down business growth as well as drive up administrative costs and overall turnover time.


Now that Zoho Sign is integrated with Zoho Forms, our powerful online form builder, you can digitize these business operations by building form-based, seamless, automated workflows that collect both data and e-signatures, allowing the paperwork to happen on its own.


Using the Zoho Sign integration with Zoho Forms, you can easily do the following:


1)Creating on-demand, self-serviced document signing workflows for registrations, applications, quotes, purchase orders, service agreements, consultations, approval processes, and more.


2)Creating embedded signing workflows for websites and public URLs to collect data and digital signatures instantly on documents.


3)Generating documents from filtered public responses and sending documents to specific respondents for signing.


4)Tracking signature status, obtaining audit trails, and managing the signed documents all online in unlimited cloud storage, eliminating the need for physical storage.


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