Enhancement to client estimate signing in the Zoho Sign-Zoho Finance integration

Hello,

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 support@zohosign.com.

Happy Zoho Signing!

Cheers.

Sai Anand

Topic Participants
Sai Anand N
Justin Levitz
Rajkiran RV

Sticky Posts
Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,
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
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
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
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.