Zoho Sign now integrates with Formstack Documents (formerly WebMerge), a cloud-based document generation and automation tool that enables users to create reusable business documents by either building them online from scratch or by uploading pre-formatted templates and then merging data onto them from various sources.
Formstack Documents leverages an extensive list of integrated services with over 150 third-party applications spanning categories such as payments, accounting, CRM, HRMS, and online forms to help streamline paperwork. Using Formstack Documents + Zoho Sign, users can fetch data from popular apps like Quickbooks, Xero, Salesforce, HubSpot, BambooHR, Formstack Forms, SurveyMonkey, and EventBrite to generate smart business documents and automatically deliver them for digital signatures.
In this webinar, experts from both the Zoho Sign and the Formstack Documents teams will explore the following possibilities:
1)Formulating business proposals, quotes, sale/purchase agreements from your CRM and online forms data, and sending them for digital signatures.
2)Drafting interview invites, offer letters, employee contracts, workplace policies, work certificates, performance letters using data from your HR portal and approval forms, and sending them for digital signatures.
3)Generating bills, estimates, tax invoices from your bookkeeping software and payment portal, and sending them for digital signatures.
4)Creating self-service document signing workflows using online forms for getting application forms, petitions, terms of use and privacy policy documents signed by clients.
For any queries or assistance, write to support@zohosign.com.