Enhancement to client estimate signing in the Zoho Sign-Zoho Finance integration
We're happy to announce the release of a widely requested enhancement in the Zoho Sign-Zoho Finance integration.
Users can now send estimates that can be accepted and signed by clients directly from the emails they receive. This enables clients without client portal access to accept and sign estimates, while clients with client portal access no longer need to sign in to do so. Estimates accepted and signed this way can still be accessed by clients from their client portal at a later time.
To enable this enhancement:
- Click on the Settings icon at the top-right corner of your screen to toggle the Settings side-pane.
- Click Preferences to navigate to the Preferences section.
- Click Estimates under SALES in the left menu bar.
- Under the General tab, check the 'Allow customers to accept or decline the estimates via the public link' option.
- Click Save.
This enhancement is available in Zoho Books and Zoho Invoice at the moment.
Do use this option and let us know how it helps you. For feedback or queries, feel free to comment below or write to email@example.com
Happy Zoho Signing!
Zoho Sign: Product Updates - Q3-Q4, 2021 and 2022 Preview
Hello, everyone! 2021 has been a breeze of a year in the face of a seemingly unending global pandemic. And yet, businesses have displayed great resilience by quickly adopting a system of hybrid work that better suits their evolving operational needs.
Announcing Zoho Sign Credits - a revamp of our add-on pricing
Hello, We are pleased to announce a revamp of the existing add-on structure and pricing in Zoho Sign. In the coming weeks, we will be introducing Zoho Sign Credits, a common add-on which will apply across features and integrations that incur additional
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.