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

    • Mind Mapping

      Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?
    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
    • Unable to send emails

      I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?
    • Request for Alerts on Workflow and Function Changes.

      I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.
    • Overwrite Option for custom modules

      Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25
    • Transfer Amount from One Vendor to Another Vendor

      One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
    • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

      it is really annoying.
    • How to make Branch compulsory in Zoho Books invoice?

      How I make Branches compulsory in Zoho Books invoice?
    • Regarding GST Report Issue in Zoho Books

      Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
    • Function #57: Automatically group items in invoices based on categories

      Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
    • Fixed asset management

      I want to know if there is any individual module for fixed assets management
    • Suppress "spreadsheet will not be saved" message on published sheet

      I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
    • Zoho Forms Unable to Save Account Numbers with a Leading Zero

      We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without
    • Profit on Sales order

      Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get
    • How to include GST% in PO amount?

      Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.
    • sitemap in zoho sites not updating

      I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?
    • I trying to connect our PM tool but API shows failure

      Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details
    • 2 serial numbers for 1 item (Mac address and Serial number)

      There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
    • Sample Ticket - Created from Bot Preview

      Why is Zoho desk adding bot created tickets?
    • Webhook data is not being received

      We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,
    • Number of Workflow runs

      Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you
    • Mail is no longer populating CRM contacts

      Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.
    • Zoho Support is indeed shocking and difficult to get a response with

      All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your
    • Chart with Filtered Data vs Unfiltered Data

      I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
    • How to get a list of selected records into a button-function? Here is how!

      So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
    • How to Add Break line / Return on button click

      I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i
    • How to get batch number of item by api?

      Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
    • Filter embedded report

      How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'
    • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

      L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.
    • Announcing new features in Trident for Windows (v.1.18.6.0)

      Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
    • Increase subscription prices for existing subscriptions

      Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
    • Why developing custom function development made so difficult for Zoho Projects!!

      Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
    • Delete / Modify Default Career Site - Zoho Recruit

      Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only
    • Data not visible in sheet cells

      I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
    • PO receive limitations

      It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
    • Document images

      We used to be able to rotate the images but this has now been removed ???
    • How to add new deal to existing contact

      Hi, I want to add new deal to existing contact.
    • Why don't we have better integration with Mercado Pago or Pagseguro?

      Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous
    • Why is there no integration with native Brazilian shipping methods?

      Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would
    • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

      In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
    • Next Page