Bigin by Zoho CRM is a pipeline-centric customer relationship management platform built to meet small business needs. Tens of thousands of businesses trust Bigin for its scalability, affordability, and user-friendly features. Now, with the Zoho Sign integration for Bigin, businesses can sign, send, and manage their contracts within the CRM itself, unifying all the customer-facing operations in a single tab.
Additionally, Forbes Advisor highlights that e-signatures are now essential for small businesses, as they offer greater convenience than traditional signatures. Integrating a CRM platform with e-signature solutions not only simplifies workflows but also elevates customer interactions, making it an essential asset for businesses aiming to enhance growth and operational efficiency.
Zoho Sign's integration with Bigin
The document signing process can be challenging, especially for those who rely on contracts for their small business. Manually tracking these documents slows down workflows and can lead to missed opportunities. That’s where integrating Zoho Sign with Bigin comes into play, creating a seamless, digital-first experience for handling legally binding agreements.
With Zoho Sign's integration for Bigin, you can:
1. Sign and send documents for signatures from within Bigin modules
Quickly and easily send documents for signature directly from Bigin, saving time and avoiding extra steps.
2. Utilize Zoho Sign templates to auto-fill fields and save time
Import templates from Zoho Sign to Bigin and pre-fill the fields according to the data present in the record.
3. Keep track of documents sent and received
Sales reps can track the status of each document, send reminders, and receive notifications when a document is signed, all from Bigin.
Here’s a closer look at what makes the Zoho Sign-Bigin integration a must-have:
- Speed: By enabling digital signatures, the integration allows sales teams to secure client approvals in minutes, not days. This dramatically reduces the sales cycle, speeding up deal closures.
- Automation: Zoho Sign automates the signing workflow, ensuring no document is forgotten or misfiled.
- Cost efficiency: With reduced need for printing, scanning, and physically transporting documents, small businesses can save on operational costs while embracing eco-friendly practices.
- Enhanced client experience: By reducing friction in the signing process, Zoho Sign allows clients to review and sign documents on their own time, from any device. This flexibility improves client satisfaction and shortens response times.
- Trust and legality: All processed organization, user, and signer data is always encrypted, and the documents signed via Zoho Sign are secure and verifiable. Moreover, Zoho Sign is compliant with both regional and international e-sign laws across the globe and is compliant with stringent global data security and data privacy policies.
By combining the simplicity of Bigin with the power of Zoho Sign, small businesses can expedite contract execution, ensure compliance, and enhance client relationships through a smooth digital experience.
Try this integration now and let us know what you think!
To learn more about how you can install and send documents for signature with Bigin using Zoho Sign, visit our knowledge base article.
If you have any questions or feedback, reach out to us on support@zohosign.com or connect with us through the comment section below. Happy signing!