Integration · Zoho CRM

E-Signatures Native to
Zoho CRM

Send contracts, proposals, and NDAs from inside Zoho CRM. Deal data auto-populates. Signed status writes back to the Zoho deal record. Never leave your CRM to close a contract.

Free plan available · No credit card required · ESIGN Act compliant

Native
Zoho CRM integration
AI
Field mapping
Auto
Status writeback
Free
Plan to start
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Zoho Native

Send Documents from Inside Zoho CRM Records

Zignature appears as a native integration within Zoho CRM — visible from Deal, Contact, and Account records. Send contracts directly from the Zoho record without switching tabs. Contact name, email, deal value, and company name auto-populate from the CRM fields. Signed status writes back to the deal record automatically.

  • Zoho CRM widget — send from Deal, Contact, and Account records in Zoho.
  • Auto-population from CRM — contact and deal data fills document fields automatically.
  • Stage writeback — deal stage updates automatically when document is signed.

Send Documents from Inside Zoho CRM Records

Zignature appears as a native integration within Zoho CRM — visible from Deal, Contact, and Account records. Send contra...

Included on all plans
AI Field Mapping

AI Maps Zoho Data to Document Fields Instantly

Zignature's AI analyzes your Zoho CRM record and document template simultaneously, automatically matching Zoho fields to document variables. 'Company Name' in Zoho maps to 'Client' in your contract. 'Annual Value' maps to 'Contract Amount.' Review and send in under 60 seconds — no manual field copying.

  • Intelligent field matching — AI maps Zoho fields to document fields without manual entry.
  • Custom field support — Zoho custom fields mapped alongside standard CRM fields.
  • One-click review — review all mappings and send with one click.

AI Maps Zoho Data to Document Fields Instantly

Zignature's AI analyzes your Zoho CRM record and document template simultaneously, automatically matching Zoho fields to...

Included on all plans
Automation Rules

Auto-Send Contracts on Deal Stage Changes

Set Zoho CRM automation rules that trigger Zignature document sends when deals reach specific stages. Move a deal to 'Proposal' — the proposal sends automatically. Move to 'Negotiation' — a redlined agreement version sends. Move to 'Closed Won' — the final MSA sends. Your sales process documents itself.

  • Zoho workflow rules — trigger document sends from native Zoho CRM automation rules.
  • Stage-specific templates — different templates at different deal stages.
  • Custom field triggers — trigger sends based on any Zoho CRM field change.

Auto-Send Contracts on Deal Stage Changes

Set Zoho CRM automation rules that trigger Zignature document sends when deals reach specific stages. Move a deal to 'Pr...

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

B2B Sales Contracts

Send MSAs, SOWs, and order forms from inside Zoho CRM deal records — auto-populated with deal and contact data.

Proposal Signing

Proposals with signature blocks sent from Zoho when deals reach 'Proposal' stage — client signature updates deal to 'Negotiation.'

NDAs During Sales Process

NDA sends triggered from Zoho Contact records at the beginning of the sales process — signed NDA status visible in CRM.

Customer Onboarding Agreements

When a Zoho deal closes, trigger customer onboarding agreement sends — customer signs before project kickoff.

Renewal Contracts

Renewal agreement sends triggered when existing customer subscription approaches expiry date in Zoho CRM.

Partner & Reseller Agreements

Partner agreements sent when Partner records are created in Zoho CRM — signed agreements attached to the partner record.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect in One Click

Authorize Zignature from your existing account. OAuth 2.0 — no API keys to manage, no IT ticket required.

2

Map Your Data

Our AI automatically maps fields from your connected app to document templates. Review and confirm in under 2 minutes.

3

Trigger Documents Automatically

Set rules to auto-send documents when records update — new deal, new customer, new invoice. Zero manual work.

4

Sync Back Automatically

Signed status, signer data, and completed PDFs flow back into your app automatically. Your records stay accurate.

Sign Contracts from Inside Zoho CRM

Native Zoho CRM integration. AI field mapping. Better than Zoho Sign. Free plan available.

Frequently Asked Questions

Everything you need to know.

How does Zignature integrate with Zoho CRM?

Zignature has a native Zoho CRM integration available in the Zoho Marketplace. Install the extension, authorize the connection with your Zignature account, and Zignature appears as a widget in your Zoho CRM Deal, Contact, and Account views. Documents can be sent directly from any CRM record.

Can Zoho CRM deal data automatically fill document fields?

Yes. Zignature's AI field mapping analyzes your Zoho CRM record and document template, automatically matching CRM fields to document variables. Contact name, email, company, deal value, and custom Zoho fields all auto-populate. You review the mappings and send in one click.

Can Zoho CRM deal stages update automatically when documents are signed?

Yes. Configure Zignature webhooks to trigger Zoho CRM workflow rules on document signature events. When a contract is signed in Zignature, the Zoho deal stage updates automatically, the signed PDF attaches to the deal record, and any related Zoho automation rules fire.

Does Zignature work with Zoho Sign?

Zignature is a separate, more feature-rich alternative to Zoho Sign. While Zoho Sign only integrates with Zoho CRM, Zignature integrates with Zoho CRM, Salesforce, HubSpot, Pipedrive, and 20+ other tools. Zignature also offers AI field detection and white-label capabilities that Zoho Sign lacks.

Can I use Zoho CRM automation rules to trigger Zignature sends?

Yes. Zoho CRM's workflow automation supports webhook actions. Configure a webhook trigger that calls Zignature's API when a deal stage changes or a field value updates. Zignature processes the webhook and sends the configured document template to the specified recipient.

Does Zignature support Zoho CRM custom modules?

Yes. Zignature can pull data from Zoho CRM custom modules via API. Configure field mappings for your custom module fields to document variables, and Zignature will auto-populate documents with data from any Zoho module — standard or custom.

How does Zignature compare to Zoho Sign for CRM document signing?

Zignature offers AI-powered field detection (Zoho Sign requires manual field placement), CRM integrations beyond just Zoho (including Salesforce, HubSpot, and Pipedrive), white-label signing with custom domain support, and a full REST API for developer customization. For teams using only Zoho tools, Zoho Sign is adequate. For teams using multiple CRMs or needing advanced features, Zignature is significantly more capable.

Can multiple Zoho CRM users share Zignature signing data?

Yes. Zignature's team accounts let all Zoho CRM users see the signing status of documents sent by any team member. Managers see which deals are waiting on signatures across the entire team — from inside Zignature or as status columns in Zoho CRM.

Related Resources

Related Resources