Extension Series #01: Signature tool to validate documents in Orchestly

Extension Series #01: Signature tool to validate documents in Orchestly



Isn't it time-consuming to sign and send documents online? 

You format and print the document, sign it, scan it into your computer, and (usually) re-format it again before sending. As a one-off, it doesn't sound too bad. However, repeating this a dozen times can be a herculean task.

That's where electronic signatures come to the rescue -- they help you sign documents in seconds.

 

What is Zoho Sign?

 

Zoho Sign  for Orchestly brings you a unique combination of document sharing and signing.  It helps you sign business documents, and also send them for signatures to progress the deal.

 


Where can you use Zoho Sign?

  

  Vendor/supplier agreements    

To lock-in the terms and prices while negotiating and finalizing deals immediately after the agreement stage, managers or business owners can sign or send documents online to sign. This way you can confirm the deal within minutes, hence capitalizing on the earlier mentioned benefit while moving to the next stage of the workflow.

 

  Sales contracts    

Sales contracts are the most signed documents in business processes. When managers sign documents digitally, they are guaranteed to initiate deal closures faster. Be it business-to-consumer (B2C) or business-to-business (B2B) sales agreements, integrating Zoho Sign with Orchestly is handy.  

  Customer approvals      

When business deals require final approval prior to manufacturing/production stage, Zoho Sign helps capture and store approvals securely allowing the user to focus on completing the order.

 

  Employee on-boarding    

There is a plethora of paperwork when you hire a new employee. Employment offer letters, background check consent, performance appraisal letters, contact forms, employee handbooks-the list is endless. You can execute these recruitment stages  quickly and securely in Orchestly using Zoho Sign.

 

  Intellectual property licensing and other standard legal agreements    

Digital signatures are binding and admissible even in courts. They are perfect for common legal agreements, such as intellectual property licensing and NDAs. To obtain signature in such documents while executing business processes in Orchestly, Zoho Sign is the best bet.

 

  Secure online banking    

Zoho Sign is secure, which is of the utmost significance when it comes to your monetary transactions. It is  preferable to use digital signatures as it minimizes the possibility of manipulation in  transactions while you focus on the business activities.

Note: The documents required for secure online banking can be validated using Zoho Sign, however, Orchestly does not support online transactions.

  

  Filing tax returns    

Ease the demanding process of filing tax returns for your business with digital signatures. In fact, filing returns digitally can help you get faster refunds. This makes the process so convenient and seamless.

Note: The documents for tax returns can be validated using Zoho Sign, however, Orchestly does not support filing taxes.

 

  E-signing legal documents    

Lawyers, attorneys, and other players of the legal industry engage in a substantial amount of paperwork that relies on their signatures on a daily basis. Lawyers can sign their documents using Zoho Sign for Orchestly as their business process progresses from one stage to the next. This saves a substantial amount of time as opposed to signing documents manually. 

 

As you have seen, Zoho Sign can be used in many business scenarios. There are no limits as to when and where you can use them unless declared otherwise by your country of residence.

Let us know your experience with  Zoho Sign in Orchestly, and how it helped your business process.


Watch this space for our next post on extensions series.

 

Visit our  help center to get detailed insights into Orchestly’s features. Developers could also benefit from our  API and  Extension Development guides .  






    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Is it possible to hide fields in a Subform?

                                                                                                            Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
                                                                                                          • Weekly Tips :Instantly find what you need with Attachment Viewer

                                                                                                            Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
                                                                                                          • Putting Watermark on Zoho Sheet

                                                                                                            Can this be done?
                                                                                                          • Missing Zoho Desk integration option for form workflows

                                                                                                            According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
                                                                                                          • Gantt for 2 or more projects

                                                                                                            Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
                                                                                                          • Integrating a Zoho Project Gantt Chart into Reports

                                                                                                            Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
                                                                                                          • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

                                                                                                            Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
                                                                                                          • Gantt Chart - Zoho Analytics

                                                                                                            Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
                                                                                                          • Displaying related quotes in sales order and back

                                                                                                            Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
                                                                                                          • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

                                                                                                            We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
                                                                                                          • Clearing Fields using MACROS?

                                                                                                            How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
                                                                                                          • Migrating a Zoho Forms form into Zoho Creator

                                                                                                            Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
                                                                                                          • Is there any way to recall an email sent using Zoho CRM?

                                                                                                            If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
                                                                                                          • Quick Create needs Client Script support

                                                                                                            As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                                                                                          • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                            so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                          • Problem with reports due to "Connected" items change - Yes this IS a problem

                                                                                                            Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
                                                                                                          • Introducing notifications in the vendor portal

                                                                                                            Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
                                                                                                          • CRM limit reached: only 2 subforms can be created

                                                                                                            we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
                                                                                                          • LESS_THAN_MIN_OCCURANCE - code 2945

                                                                                                            Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
                                                                                                          • How to update "Lead Status" to more than 100 records

                                                                                                            Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                                                                                          • Analytics for notes created

                                                                                                            Is there a way I can see how many notes were created per day? Via reporting or analytics?
                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                          • No TDS Deduction

                                                                                                            In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we
                                                                                                          • Cannot update Recurring_Activity on Tasks – RRULE not accepted

                                                                                                            Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
                                                                                                          • Add image to report...

                                                                                                            Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
                                                                                                          • More controls for User Fields in CRM

                                                                                                            Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
                                                                                                          • Calls to accounts rather than leads or contacts?

                                                                                                            So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
                                                                                                          • Image Upload Field | Zoho Canvas

                                                                                                            I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
                                                                                                          • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

                                                                                                            Hello Everyone, 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
                                                                                                          • Lead Blueprint transition in custom list view

                                                                                                            Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
                                                                                                          • Range names in Zoho Sheet are BROKEN!

                                                                                                            Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
                                                                                                          • Has anyone integrated SMS well for Zoho Desk?

                                                                                                            Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
                                                                                                          • populate email address and name in zoho desk?

                                                                                                            Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,
                                                                                                          • Are there default/pre-built dashboards in Zoho Desk?

                                                                                                            Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
                                                                                                          • SAP S/4 HANA to CRM Integration - change the SAP Client ID

                                                                                                            Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani
                                                                                                          • Enable Locations for Expense

                                                                                                            Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
                                                                                                          • Adding branded signature to tickets reply

                                                                                                            Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .
                                                                                                          • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                            Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                          • Zoho Mail Android app update: Manage folders

                                                                                                            Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP
                                                                                                          • How to share ticket numbers across different ticket types

                                                                                                            I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event
                                                                                                          • Next Page