Oct 25, 20192 min read

#Zoho #Sign + #Zoho #Flow: Accelerate business paperwork with digital signature workflow #automation

Zoho Sign–our quick and complete digital signature solution–is ready to integrate with any application that helps you run your business on a daily basis, especially if it means helping you get your documents signed in a smooth, quick, and convenient manner.

However, with a plethora of applications being used by businesses across the world, a direct integration between these apps and Zoho Sign that caters to your needs may not exist! Enter Zoho Flow, our very own powerful integration platform, that can help you connect Zoho Sign with 40 other Zoho apps and 330+ popular external apps like Salesforce, HubSpot, PipeDrive, ServiceNow, Zendesk, QuickBooks, Stripe, and Paypal to generate business documents, collect signatures, complete digital transactions, and do much more using automated workflows.

With the Zoho Sign triggers and actions available inside Zoho Flow you can automate operations across multiple aspects of running a business such as the following:

CRM: Generate quotes, deals, sale/purchase orders, send them out for signatures, and update the respective records/modules from the signed agreements. [reviews]
HRMS: Generate offer letters, employment contracts, policy documents, verification forms, work certificates, appraisal letters, and approval documents on-demand, send them out for signatures, and update the employee records. [reviews]
Payments and accounting: Initiate payments, generate bills, estimates, tax invoices, send them out for signatures, and streamline your financial paperwork. [benefits]
Service and support: Generate service level agreements, consultation and training documents for tickets raised on your service desk software, send them out for signatures, and set up calendar appointments for calls and remote sessions. [features]
Data collection and management: Create self-service document signing workflows using online forms for getting application forms, petitions, terms of use and privacy policy documents signed by both public and private visitors. [features]

Watch this webinar (51 minutes) to learn how you can use automation to cut down on your administrative costs and paperwork turnover time.

SUCCESS – It's a BIG word

I'm Al Rossi, founder of Sellico Consulting. The goal of Sellico Consulting is, through sales mentoring and training is to help companies and people move to the next level in their sales success, productivity and profitability. We act as a sales mentor and sales trainer for your company and/or your clients as a sub-contractor and/or supplement to your existing team.

Are satisfied with your current sales performance? If not, let's schedule a FREE exploratory call in order to discuss how we can help your organization meet your sales expectations, goals and objectives. Please visit Sellico Consulting Calendar to schedule a phone conversation that fits your schedule.

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