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Home | Solutions | Integrations |
Streamline your workflow and optimize document management processes by integrating eSign with Zoho. Start your free trial today.
Make customer transactions easier.
Our CRM connector can automate tasks between E-Sign and Zoho CRM to simplify managing customer transactions. Utilize a variety of pre-configured triggers and actions to tailor workflows to suit your business needs.
Automatically update records, convert leads, or add new entries when a document is signed or completed, keeping your team informed about transactions. Conversely, automatically generate E-Sign documents from a template triggered by lead updates or new contacts.
Benefit your team and organize your communications.
Our Zoho email connector simplifies managing business communications. Choose from various triggers and actions to customize workflows that benefit your team and organize communications. When a document is finished or a new party signs, you can generate a new email draft, send a message, or start a new task in Zoho.
Reduce document creation time through automation, generating documents from a template upon receiving a new email or tagging an email. Automatic document generation reduces business administrative tasks, saving time for your employees and improving operational efficiency.
Collect data and information from clients.
Zoho Forms enables businesses to create digital forms online, which is ideal for gathering data and information from clients. The Zoho Forms connector enhances communication between E-Sign and Zoho and facilitates adding automation to your processes.
When a new form entry is submitted, automatically create a new document for signing or upload a file to the E-Sign platform. Establishing customized workflows enhances efficiency, enabling you to organize collected data and minimize time and effort for your employees, so they can focus on other important tasks.
“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants comment on how easy it is to use as a signer which is fantastic.”
“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”
“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”
“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. eSign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”
“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straightforward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”
“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”
“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”
“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”
The purpose of E-Sign is to optimize your company operations and communications. Streamline your business processes with E-Sign and Zoho and collaborate more efficiently with employees and customers.
Paper-based processes are outdated and lack efficiency in the modern business world. Update your operations with our digital platform and electronic signature, ensuring your business stays ahead of the competition.
Digital solutions should work to make document transactions quicker and simpler for you and your customers. Connecting E-Sign and Zoho creates an efficient process, allowing you to focus on providing the best customer service and experience for clients.
Zoho is a comprehensive cloud software suite offering over 50 applications tailored to meet various business needs. It includes tools for spreadsheets, word processing, databases, presentations, CRM, project management, note-taking, and more, helping businesses streamline their operations and enhance productivity.
Zoho’s popularity stems from its strong focus on data security and privacy. The platform prioritizes the protection of user data by implementing top-notch security systems and protocols, addressing a critical concern for many businesses. Additionally, its wide range of integrated applications and cost-effective solutions contribute to its appeal.
