ZohoSign and ZohoBooks Integration/Workflow

ZohoSign and ZohoBooks Integration/Workflow

Hello All,

We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following:
  1. Send a copy of the Tax Return, Invoice and eFiles in one ZohoSign packet with Dynamic KBA
  2. Allow the client to view the return
  3. Ask for Payment of the Invoice
  4. Only if Payment is received, allow signature
I know this could be done through multiple workflows, or roles, but as the client often wants to review the return before paying and signing the eFiles, the viewing needs to be KBA as well as the eFiles, and I don't want clients to have to authenticate twice. We cannot have unauthenticated people viewing the packet.

Does anyone have experience with Zoho Checkout? Could this require the payment prior to signing, all during one signature experience? How would this work with two signers? I can get in and do some testing but thought I'd start here as we don't have checkout set up.

Thanks!
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