Fintech / e-signature: full automation of the document lifecycle

Summary

The combination of Zoho CRM and Zoho Flow with external e-signature systems enabled our client to fully automate the document lifecycle. The project proved that with clear client requirements, the Z Partners team can quickly deliver a stable, highly automated solution.

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Challenge

A company specializing in electronic document signing and identity verification needed to automate document generation. The challenge was to quickly create documents for CRM contacts and transfer them to the end client’s system. The goal was to remove the burden of complex technical integrations from the team and reduce the number of intermediate steps in the signing process.

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Solution

• Use of Zoho CRM and Zoho Flow to build an integration with the client’s external systems.
• Creation of workflows that generate a document for a selected contact and send it for signature with a single click.
• Automation of signed document retrieval, including the relevant certificate, and assignment to the correct agreement in Zoho CRM.

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Results

• Complete fulfillment of the company’s document handling needs within the integration project.
• Automation of the document generation and signing process without the involvement of intermediary staff.
• The integration reduced the team’s technical workload and allowed them to focus on substantive client service.