Create, collaborate, and manage agreements with Zoho Sign
Agreements drive business.
We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed.
Our users often face the hassle of making these changes in their word processor and uploading again to Zoho Sign for execution. And once the agreement is sent out for signature collection, recipients often ask for further changes, leading to more application hopping and re-uploading.
Today, we're happy to announce the support of this workflow within our interface:
Draft agreements
Edit/annotate agreements with last minute changes
Configure the signing workflow
Collaborate with recipients
Sign the agreement
Plus, leverage AI to expedite the agreement execution workflow:
Agreement journey | AI |
Draft agreements | Document generation |
Edit/annotate agreements with last minute changes |
|
Configure the signing workflow | Automatic field detection |
Collaborate with recipients
|
|
Sign the agreement | AI assistant for signers
|
1. Draft agreements
You can now create an agreement from scratch yourself or generate it with the help of AI in a few seconds. For document generation via AI, you'll need to integrate with OpenAI to draft and save documents as reusable templates. Just describe what type of content you need, and Zoho Sign will generate a polished draft.
2. Edit/annotate agreements for last minute changes
Make quick edits to your agreement without the hassle of switching to a word processor.
3. Configure signing workflow
Configure parallel or sequential signing with the following recipient actions:
Needs to sign
In-person signing
Signs with witness
Manages recipients
Approver
Receives a copy
Automatic field detection
Once you upload the document and configure the signing workflow, Zia, our AI assistant, will scan the document, detect blanks and empty spaces, and automatically place and assign the relevant document fields, saving you time and manual effort.
4. Collaborate with recipients
If your recipients have any questions about the agreement, they can select the relevant content and add comments within the Zoho Sign interface. You and your recipients can add and reply to comments and correct the document to complete the signing process.
5. Sign the agreement
Recipients can receive the document via email, SMS, and WhatsApp. During this process, they can leverage our AI assistant to sign the document faster.
Document summarization: Get a quick summary of the agreements.
Key-term extraction: Find important business terms.
Ask Zia: Ask questions and get answers about your agreement.
We strive to make your agreement execution journey simpler at every single step—and we're just getting started!
Cheers,
Rajeev S
Zoho Sign - User Education
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Rajeev Sivaraman
Sticky Posts
Feature announcement: AI-powered document generator in Zoho Sign
Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents inFeature announcement - Simplifying document creation with Zoho Sign
Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> ThisIntroducing delegate signing in Zoho Sign
Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Edit Permission during and after approval?
When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?Zoho web and mobile application not workingn
Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.Introducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainPrevent stripping of custom CSS when creating an email template?
Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head. IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>Bulk Moving Images into Folders in the Library
I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missingZoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support haveLatest updates in Zoho Meeting | Breakout rooms and End to end encryption
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encryptedSystematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueAccidentally deleted a meeting recording -- can it be recovered?
Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?Cross References Do Not Update Correctly
I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only includingCitation Problem
I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and wasTo Zoho customers and partners: how do you use Linked Workspaces?
Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how isHow to access email templates using Desk API?
Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;How to render either thumbnail_url or preview_url or preview_data_url
I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!Update Portal User Name using Deluge?
Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process isCreate new Account with contact
Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?Flow Task Limits - How to Monitor, Understand Consumption?
So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,Unable to retrieve Contact_Name field contents using Web API in javascript function
Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the relatedUpdating Woocommerce Variation Products Prices Via Zoho CRM
I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.Attention API Users: Upcoming Support for Renaming System Fields
Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label propertiesPlacing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this usingZoho CRM Calendar | Custom Buttons
I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meetingPower of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > DeveloperEmails Disappearing From Inbox
I am experiencing the unnerving problem of having some of the messages in my inbox just disappear. It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet. I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and foundBUTTONS SHOWN AS AN ICON ON A REPORT
Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?Power of Automation :: Automatic removal of project users once the project status is changed.
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andCustomizing Form Questions per Recipient Group in Zoho Campaigns/Forms
Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. ForZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéin zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorderClient Script Payload Size Bug
var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":Forms - Notification When Response Submitted
How do I set it up to generate an email notification when a response (class request) is submitted?how to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")Notes Issues
Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayedHow to disable user entry on Answer Bot in Zobot
Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,More admin control over user profiles
It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signaturesPlease Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realizeChanging the Default Search Criteria for Finding Duplicates
Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.Clear Tag & Linking Between Quotes and Sales Orders
Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originatingHow to Track and Manage Schedule Changes in Zoho Projects
Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledgesZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aNext Page