Zoho CRM: Go Paperless with Zoho Sign and Bigin Integration

12.12.24 11:10:11 By Erik Demo 4

Bigin, the pipeline-centric CRM for small businesses, is trusted for its scalability, affordability, and ease of use. Now, with the Zoho Sign integration, small businesses can sign, send, and manage contracts directly from their CRM.

 

Why E-Signatures Matter
E-signatures are essential for small businesses, offering convenience over traditional methods. Integrating CRM with e-signature tools simplifies workflows and enhances customer interactions, driving growth and efficiency.

 

Zoho Sign + Bigin: A Game-Changer  

Managing contracts can be a hassle. Tracking them manually slows workflows and risks missed opportunities. Zoho Sign integration with Bigin simplifies this by enabling a fully digital process for managing agreements.

Here’s what you can do:

 

  1. Sign and Send Documents: Send contracts for e-signature directly from Bigin, saving time and effort.

  2. Use Pre-Filled Templates: Import Zoho Sign templates into Bigin to auto-fill fields using CRM data.

  3. Track Document Status: Monitor sent and received documents, send reminders, and get notifications when they’re signed.


 You Need This Integration  

  • Speed: Close deals faster by securing approvals in minutes.

  • Automation: Automate signing workflows to avoid missed documents.

  • Cost Savings: Cut printing, scanning, and shipping costs while going eco-friendly.

  • Client Satisfaction: Offer clients the flexibility to sign documents anytime, anywhere.

  • Security and Compliance: Zoho Sign encrypts data and complies with global e-signature laws.

 Get Started  

With Zoho Sign and Bigin, small businesses can streamline contract management, ensure compliance, and delight clients.

 

Learn More

Check out our knowledge base for setup details or visit us at www.pfc-group.com .

 

Erik Demo 4