Zoho CRM

Question

Hi,I use Zoho CRM and I need to send documents to sign.the processo should be this: automatically the template should be filled w/data that already are in the crm record (let’s say in a contact)then the document should be sent using whatsapp and the sign should be done by SMS OTP  Authentication.I do not understand if this is possibile with Docusign or I need to find another provider.thanks

mrave · Accepted Answer

@CRM DevelopI am not familiar with the integration to Zoho CRM, but it looks like it is available as per this article.All the features you name are supported by DocuSign eSignature:Pre-fill a template with data from other sourcesMulti Channel Delivery which includes WhatsAppSMS OTP Authentication to access the envelopeHowever, I cannot tell you if all features are accessible through the available connector from Zoho CRM, as this was developed and is maintainedby Zoho CRM.With Salesforce.com as CRM all of this can be configured with the OOTB connector for DocuSign eSignature, which was build and is maintained by DocuSign.

nathaly.monge · Answer

Hello @CRM Develop,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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