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
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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
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