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ZD

Zendesk

LIVEProductivity

Send documents for signing from Zendesk tickets

Overview

Generate and send documents for signing directly from Zendesk Support tickets. Service agreements, consent forms, and authorization documents linked to the customer's support history.

When documents are signed, the ticket updates automatically with the signed PDF attached as a private comment. Close support loops faster with integrated document signing.

Features

  • Send documents from ticket sidebar
  • Signed PDFs auto-attach to tickets
  • Private comments with signing status updates
  • Customer data pre-fills from ticket info
  • Works with Zendesk Support and Suite
  • Trigger-based automations on signing events

How to Set Up

  1. 1

    In Zendesk, go to Admin > Marketplace

  2. 2

    Search for Zdottedline and install

  3. 3

    Connect your Zdottedline account

  4. 4

    Configure the sidebar app in ticket views

  5. 5

    Start sending documents from tickets

Get Started

Available on Professional plan and above.

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Need Help?

Our team can help you set up this integration.

Contact Support

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