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Zoho CRM

LIVECRM

Create and track documents from Zoho CRM records

Overview

Send contracts, proposals, and agreements from Zoho CRM deals and contacts. Document fields auto-populate from CRM records, saving time and reducing manual errors.

Signing status tracks in the Zoho CRM deal timeline. When documents are completed, deal stages update automatically and the signed PDF links back to the record.

Features

  • Send documents from Zoho CRM deals
  • Auto-fill from contacts and accounts
  • Real-time signing status in CRM
  • Custom field mapping
  • Works with Zoho CRM Free, Standard, Professional, Enterprise
  • Support for Zoho One bundle

How to Set Up

  1. 1

    In Zoho CRM, go to Marketplace

  2. 2

    Search for Zdottedline

  3. 3

    Install and authorize the connection

  4. 4

    Map CRM fields to document templates

  5. 5

    Start sending from deal records

Get Started

Available on Professional plan and above.

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Need Help?

Our team can help you set up this integration.

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