Import client data from CRM.csv
Contract Auto-Fill
Automatically extract data from CRM and fill contracts before sending for eSignature with Xodo Sign.
Import contracts from Google Drive
Export to Xodo Sign for eSigning
Automated Document Signing
Streamline the signing process by sending documents from Google Drive to Xodo Sign for secure eSignatures.
Prepare documents for signing
Send for eSignature via Xodo Sign
Import signed agreements from Xodo Sign
Sales Agreement Closure
Close sales deals faster by integrating signed agreements from Xodo Sign into Salesforce records automatically.
Verify and organize signatures