Extension Series #01: Signature tool to validate documents in Orchestly

Extension Series #01: Signature tool to validate documents in Orchestly



Isn't it time-consuming to sign and send documents online? 

You format and print the document, sign it, scan it into your computer, and (usually) re-format it again before sending. As a one-off, it doesn't sound too bad. However, repeating this a dozen times can be a herculean task.

That's where electronic signatures come to the rescue -- they help you sign documents in seconds.

 

What is Zoho Sign?

 

Zoho Sign  for Orchestly brings you a unique combination of document sharing and signing.  It helps you sign business documents, and also send them for signatures to progress the deal.

 


Where can you use Zoho Sign?

  

  Vendor/supplier agreements    

To lock-in the terms and prices while negotiating and finalizing deals immediately after the agreement stage, managers or business owners can sign or send documents online to sign. This way you can confirm the deal within minutes, hence capitalizing on the earlier mentioned benefit while moving to the next stage of the workflow.

 

  Sales contracts    

Sales contracts are the most signed documents in business processes. When managers sign documents digitally, they are guaranteed to initiate deal closures faster. Be it business-to-consumer (B2C) or business-to-business (B2B) sales agreements, integrating Zoho Sign with Orchestly is handy.  

  Customer approvals      

When business deals require final approval prior to manufacturing/production stage, Zoho Sign helps capture and store approvals securely allowing the user to focus on completing the order.

 

  Employee on-boarding    

There is a plethora of paperwork when you hire a new employee. Employment offer letters, background check consent, performance appraisal letters, contact forms, employee handbooks-the list is endless. You can execute these recruitment stages  quickly and securely in Orchestly using Zoho Sign.

 

  Intellectual property licensing and other standard legal agreements    

Digital signatures are binding and admissible even in courts. They are perfect for common legal agreements, such as intellectual property licensing and NDAs. To obtain signature in such documents while executing business processes in Orchestly, Zoho Sign is the best bet.

 

  Secure online banking    

Zoho Sign is secure, which is of the utmost significance when it comes to your monetary transactions. It is  preferable to use digital signatures as it minimizes the possibility of manipulation in  transactions while you focus on the business activities.

Note: The documents required for secure online banking can be validated using Zoho Sign, however, Orchestly does not support online transactions.

  

  Filing tax returns    

Ease the demanding process of filing tax returns for your business with digital signatures. In fact, filing returns digitally can help you get faster refunds. This makes the process so convenient and seamless.

Note: The documents for tax returns can be validated using Zoho Sign, however, Orchestly does not support filing taxes.

 

  E-signing legal documents    

Lawyers, attorneys, and other players of the legal industry engage in a substantial amount of paperwork that relies on their signatures on a daily basis. Lawyers can sign their documents using Zoho Sign for Orchestly as their business process progresses from one stage to the next. This saves a substantial amount of time as opposed to signing documents manually. 

 

As you have seen, Zoho Sign can be used in many business scenarios. There are no limits as to when and where you can use them unless declared otherwise by your country of residence.

Let us know your experience with  Zoho Sign in Orchestly, and how it helped your business process.


Watch this space for our next post on extensions series.

 

Visit our  help center to get detailed insights into Orchestly’s features. Developers could also benefit from our  API and  Extension Development guides .  






    • Recent Topics

    • Turn off Knowlege Base Follow options and Follower lists

      Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

    • Enterprise Data management solutions

      I'm on the hunt for the perfect Data management solution for my organization. I've been doing a ton of research across different websites, but honestly, it's just left me more confused! A friend suggested I check here, so I'm hoping someone can point

    • New Feature: Audit Log in Zoho Bookings

      Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.

    • Automated Task reminder

      First question: If a task does not have a reminder set, will it still send an email notification that the task is due today? If not, how can I set up an automated reminder to send the task owner an email that it is due on a certain date?

    • Zoho Support - contract notifications

      Hi, I have a few questions about using Zoho support. Is there a way to add custom contract notifications like (90 days before expiry send notification e-mail to agent and customer, then another 60 days before expiry and another 30 days.). And is it possible

    • Kaizen #230 - Smart Discount-Based Quote Approvals Using CRM Functions and Approval Process

      Hello everyone! Welcome back to the Kaizen series! Discount approvals are a standard part of sales governance. Most organizations need something like this: Discount % Required Action < 10% Auto-approve 10–19.99% Sales Manager approval ≥ 20% VP Sales approval

    • How to create a new Batch and update Stock via Inventory?

      Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

    • OAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.

      Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:

    • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

      We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

    • How can I link Products in a Deal Subform to the Products Module

      Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this working

    • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

      I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

    • Call result pop up on call when call ends

      I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • Payment system for donations management

      I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?

    • Recording the deducted TDS on advance received from Customer (Zoho Books India)

      Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted

    • Changing Account Type in Chart of Accounts

      Does anyone know how to change/edit the account type for an Account name in Chart of Accounts. Zoho will not let me do this for some reason

    • Bulk bank rule creatioin

      Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?

    • The Social Wall: January 2026

      Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

    • Zoho books aide

      Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,

    • Smart Data, Smarter Contracts — Ensuring Consistency Between Metadata and Documents

      In contract management, data accuracy is not just a nice-to-have—it is essential. A single mismatch between what your system shows and what is written in the contract can ripple into approval delays, compliance risks, and broken trust in your data. Imagine

    • Join Zoho Meeting only via Web browser and not with Zoho Meeting App

      Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Move email between inboxes?

      Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

    • Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

      I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • inability to use different primary address on invoice per location

      my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.

    • AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?

      Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide

    • Rename Service Report

      Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?

    • AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?

      Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide

    • Scheduled AU Data Center Database Version Upgrade for Zoho Forms

      Dear Zoho Forms' users, We would like to update you on a scheduled AU Data Center database version upgrade for Zoho Forms. Find the schedule below: Migration window: Sunday, 22nd February 2026 12.00 AM to 12.30 AM AEDT This migration is a part of our

    • Cannot get code to work with v2.mergeAndStore!

      Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of

    • Hotmail is blocking the zoho mail IP

      Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to

    • Zoho Bookings and Survey Integration through Flow

      I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be

    • Zoho CRM Community Digest - December 2025 | Part 2

      Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks

    • CRUD actions for Resources via API

      Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,

    • Kaizen #186 : Client Script Support for Subforms

      Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

    • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

      Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

    • オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho

    • Next Page