Send with Zoho Sign cannot be executed from CRM
Dear community! Since July 2nd we can´t use anymore Sign from the CRM. If i press "send with zoho sign" in the modul deals from crm the small window for the process opens a usual. The requiered datas and contacs are presently and i want to send the document
Submit Zoho Sign Request
Hello, I am working on a creator app that triggers a workflow that gets a file and creates a document in Zoho Sign. Using that result, It adds recipient and fields and submits the request to send the document for signing. The first part works fine, I
PHP SDK return inprogress with bulk_request_id = null
Hi, I'm currently having a issue on post https://sign.zoho.com/api/v1/templates/[Template Id]/createdocument response is "bulk_request_id": null this is the payload I'm sending "data" => "{"templates":{"field_data":{"field_text_data":{"surname":"Mendez","firstname":"Arnold","cellnumber":"0123456789545454","id":"2323232"},"field_boolean_data":{"POPIA
Attachments
Hi I would like to understand the attacments feature. We use zoho sign for a project close or installation sign off. Workflow as follow. We use a temple that we created. Receipents - 1. me create template details 2. Tech - confirms and signs off the template
How to get the URL when I send a template to sign ?
Hello, I want to know how can I get the URL of template who is send at the people. I have the code bellow : $requestData = '{ "templates": { "field_data": { "field_text_data": { "Prénom":"'.$nom.'",
Prefill ZOHO Sign with data from ZOHO CRM - Deals
Is there any ability to map fields from ZOHO CRM (specifically from a DEAL) into ZOHO Sign? The button (Send with ZOHO Sign) is created and functions. However the only field that maps over from the "Deal" is the company name. Simple fields like Address
Automatically sign a contract
The person creating the contract needs to sign it before the clients does (using Zoho Sign). We need the ability to automatically include creation date and creator's signature.
Important: Update to the Dropbox integration authentication model
Hello, This is a formal notice to all Zoho Sign customers using the Dropbox integration for automatic cloud backup and to import/export documents. Dropbox has recently updated their authentication model and their new model will support backward compatibility
Ask the Experts: Live Q&A on All the New Updates in Writer 5
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. To kickstart the series, we're hosting a live Q&A
Giveaway: Sign documents across borders with free Zoho Sign credits
Hello, Thousands of businesses worldwide trust Zoho Sign to digitally sign their important business documents—in part because we always work hard to offer our users the highest standards of security, privacy, and regional compliance. To help our users
Free webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all at
Qualified Electronic Signatures (QES) now made easy with Zoho Sign
Hello! A Qualified Electronic Signature is an advanced electronic signature that has highest level of compliance according to electronic Identification, Authentication, and trust Services(eIDAS). It involves face-to-face identity verification of the signatory
Approver list for signing?
At our company, there is a list of persons who can approve Purchase Orders. The goal is to send a document to be signed to all approvers by email. If any 2 of those persons sign the document then it gets approved. Is there any way this flow can be achieved
Early access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and money
Free webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight these
Zoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make this
Announcing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: Removes
Assign a Folder to a Template
Hello, I have a multi-tenant application in which I have setup the Zoho Sign API integration. In order to separate documents in my multi-tenant application, I assign a folder to a tenant. This works great to separate the documents per tenant, but I need
Passing URL Parameters
We are slowly migrating from an older crm that cannot connect to Zoho. With Zoho Sign how do you pass url parameters to a document? With docusign we format our URLs like this, https://example.com?FirstName=Jordan&InvoiceNo=123456 How can we achieve the
Zoho Sign "Unable to process request"
We have 3 SignForms, but accessing them via the URL now results in "Unable to process your request" when submitting the initial form, with no further information as to what's going on. The forms are active, and nothing looks out of the order in Zoho Sign,
Free webinar: The basics of e-signatures and Zoho Sign
Hello, Signing documents using pen and paper is cumbersome, time-consuming, and incurs huge administrative costs to businesses. It's time to go digital with e-signatures and keep your business up and running around the clock. Thousands of businesses trust
Populate Signature field with value from API and Hide "skip optional fields" pop-up
Hello Team , We are sending the document for e-signature using template from API. Then how can we resolve the following 2 problems we are facing : 1) populate value to signature field from API , default is Your Signature ? 2) hide the "skip optional
Free webinar: Integrating Zoho Sign with Vtiger CRM to eliminate tedious paperwork in customer relationship management
Hello! As businesses around the world go digital at a rapid pace, a CRM or customer relationship management software is often one of the first tools that contributes to their digital journey and growth. CRM software helps businesses run their operations
Error When making an API call via PHP SDK: zsign\SignException: [9031]: Ticket invalid
Using the PHP SDK I have setup a Zoho Sign integration with my application that allows me to manage and send documents and templates. This is all done with embedded signing. I recently put the integration into production, and after switching from development
Calling /requests/:id/fielddata only returns 400 bad request
Hello, I'm writing a custom integration for Zoho Sign using an oauth app token. I'm trying to retrieve the prefilled field values after the document has been created. I believe the /requests/:id/fielddata endpoint from the API documentation is supposed
Retrieve pre-filled field values from document after the document is completed
Hello, I have a document that has the following format: It has the following pre-filled fields, which must be filled in by the sender: Text Field A Date Field A It has the following fields which must be filled in by the signer: Text Field B Date Field
Is it possible to change the header in Zoho Sign for Document Viewers?
My organization is using Zoho Sign to send partnership contracts for signature. We send the documents to one person who needs to sign but also include others as viewers of the document. Currently when one of these viewers clicks the button to review
Free webinar: How to sign documents with Aadhaar eSign (India)
Aadhaar eSign is a government of India prescribed digital signing method and has the same legal acceptance as signing documents with pen and paper. Documents signed this way are a legally valid and recognized form of signature under the provisions of
Ability to change reply email in Zoho Sign to our support email
I am wondering if there is a way to set the reply email in Zoho sign to something other than the account user. We want this because we want the replies to go to our support email, not to the individual's email that is logged into zoho sign. Is this
How to remove Document Type
Zoho sign allows the addition of 'Document Type' when adding templates. If a 'document type' is added an error or needs to be edited how can I accomplish the task?
Workflow issue Zoho Sign
Hi, I have sent a contract to a company but they do NOT want a copy sent to the signer (CEO) until it has been approved by the legal team. In this case I would need to have 1. one person CC'd with the contract 2. one person added as an approver 3. once
Important: Disabling callbacks for active webhooks upon reaching failure threshold
Hello, A small number of Zoho Sign customers, mostly API and integration users, might find that their configured webhooks are now in the DISABLED state and, as a result, would have stopped receiving webhook callbacks. This is not an issue or a bug. This
A Complete Overview of Zoho Sign
In a world where everything is becoming increasingly digital, our lives have increasingly depended on digitized methods. Think of a tool that enables businesses to quickly close deals and for the signing process to be done in the cloud without any kind
Zoho Sign Api - Document Status and uploading certificate and completed document
We are currently developing a zoho sign API feature to replace the standard extension as the mapping of custom fields has to be done each time we create a new sales order. However, whilst we can create the document all ok, we don't seem to be able to
Blockchain Intergration with Zoho Sign
Comment on the Blockchain feature listed here: https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/articles/blockchain-based-timestamping#How_do_I_enable_blockchain_timestamping_in_Zoho_Sign Why use the bitcoin blockchain thorugh https://opentimestamps.org/ and
Integrate Zoho Sign in React Native
I am trying to integrate Zoho Sign in my react native App. We have a website that is associated with this App and we are using Zoho Sign for documents signing on our website. So we need to integrate only Zoho Sign for documents sign in React Native because
Gmail Extension - Something went wrong
The Zoho Sign Gmail add-on never works for me. I was able to login, but no matter what email is opened the add-on will take a really long time load and then eventually just display the error message that "Something went wrong". I have tried refreshing
How to split a "Received" document into Zoho Sign - into multiple documents
Many times we receive PDF documents that are made up of 30 or 40 or 50 pages. These single documents are actually multiple documents that have been scanned in as a single PDF. Once the documents come in to us we need to break them up into their respective
data backup for zoho sign
dear community, is there anyway to get backup (settings, files etc) on zoho sign? best umut
Free webinar: Zoho Sign in 2021 - A live Q&A with our experts
Hi there! Has Zoho Sign played an integral part in helping your business operate remotely or go paperless? Want to know how it can help you even better and transform the way your organization does business? If so, we invite you to join us next Tuesday,
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