How do I digitize document-based approvals (e.g., vendor onboarding, contract signing) in Zoho?
Zoho offers several ways to digitize document workflows:
Zoho Creator + Sign:
Create a vendor onboarding app with document upload fields.
Trigger Zoho Sign to send contracts for e-signature.
Zoho CRM Integration:
Use Blueprint and Deluge to enforce document collection and approval before a deal progresses.
Zoho WorkDrive + Writer:
Auto-generate agreements using Writer templates.
Store files centrally on WorkDrive with access control.
Use Webhooks or Zoho Flow:
Route documents between approvers, update statuses, and send reminders.
Use Case Example:
A supplier uploads a compliance certificate through a Zoho Creator form. An automated workflow routes it to the Quality Manager for approval, then initiates an e-signature request via Zoho Sign.
This replaces email threads and manual tracking with a secure, auditable flow.
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