Introducing Automation Credits in Zoho Sign

Introducing Automation Credits in Zoho Sign

Hello,

We hope that you have all been keeping well.

The popularity of digital signatures and paperless signing continues to surge, owing to its suitability in the current times, as more and more organizations are choosing to operate and do business remotely.

Presently, Zoho Sign is the only digital signature app that truly offers unlimited document signing to its users. However, this does not apply to integration automations leading to feedback from partners and customers who felt it restricted them from freely exploring the app's integrated usage with other Zoho software. Therefore, we now look to ease these restrictions within the Zoho ecosystem.

From September, organizations will start receiving a nominal amount of complimentary automation credits every month which will enable their users to explore, build, and leverage customized Zoho Sign document workflows across supported apps within the Zoho ecosystem.

What are automation credits?
As you may know, automation features such as bulk send and SignForms in Zoho Sign and Deluge-based custom functions in integrations across Zoho apps presently carry either limitations based on usage or require the purchase of API credits as add-ons. Automation credits will allow users to execute these automations without requiring any additional purchase until the credits run out. Automation credits are functionally the same as API credits, and organizations will receive an amount proportionate to their licensed user count at the start of their payment cycle every month.

Who is eligible to receive automation credits?
All organizations subscribed to our Enterprise plan (including bundles like Zoho One) will receive automation credits. The credits are provided at the organization or account level and, therefore, their usage is shared among all licensed users.

How many automation credits do we receive?
Organizations will receive 10 automation credits for each licensed Zoho Sign user up to a maximum cap of 500 credits every month. For example, an organization comprising 20 licensed users will receive 200 automation credits on their account every month, but an organization comprising 60 licensed users will only receive 500 monthly credits due to the maximum cap.

When are these automation credits consumed? What happens when they run out?
The table below provides a list of all the automated tasks performed by Zoho Sign across Zoho apps that currently carry restrictions, their current behavior, and how that will change with the introduction of automation credits.



What happens to Zoho Sign's Fair Usage Policy now?
With the introduction of automation credits, we will be removing our Fair Usage Policy that governs the usage of the bulk send and the SignForms features within Zoho Sign. This effectively replaces the current monthly bulk send and SignForm limits for organizations with their monthly total of automation credits received.

Will automation credits be applicable for automations performed using third party integrations?
Automation credits will not be applicable for third party automation. Third party integrations will continue to require the purchase of API credits as add-ons to send documents out for signature.

When is this update going to be introduced? Where do I track my organization's automation credits and their usage?
We plan to roll out this update in September. Organization administrators shall soon be able to view and track the usage of automation credits from their Zoho Sign subscription details page. Your FUP limits for the month of August will remain unaffected and your unused API credits will carry over to your next payment cycle as usual.

It is our sincere belief that this update will pave way for organizations to explore sophisticated automation possibilities using Zoho Sign within the Zoho ecosystem. Therefore, we will be moving all our existing enterprise users to this new model at the time of its release. If you feel this change might disrupt your usage of Zoho Sign, feel free to let us know and we will look to help you out appropriately. For further details or any assistance, feel free to comment below or write to support@zohosign.com. We look forward to your feedback.

Happy Zoho Signing!

Cheers.
Sai Anand

    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



                                                            • Sticky Posts

                                                            • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

                                                              Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.


                                                            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

                                                                                              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

                                                                                                              • Customizing Global Search Settings for All Users

                                                                                                                Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the
                                                                                                              • Introducing Formula Fields for performing dynamic calculations

                                                                                                                Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
                                                                                                              • Tip of the Week #77– Stay informed of the activities happening in your organization

                                                                                                                Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging
                                                                                                              • Zoho Logs - Not seeing logs since 30 Nov

                                                                                                                Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a
                                                                                                              • Workdrive MS Office integration

                                                                                                                Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already
                                                                                                              • How to change Zoho Vault password

                                                                                                                I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!
                                                                                                              • Zoho Workdrive - Communication / Chat Bar

                                                                                                                Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
                                                                                                              • Prefered Bin Missing in android APP

                                                                                                                Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
                                                                                                              • When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

                                                                                                                Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates
                                                                                                              • Where to Add Machines as Products to Map with Assets in Zoho FSM?

                                                                                                                implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In
                                                                                                              • Show Zoom Link in Recipient's Calendar

                                                                                                                We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
                                                                                                              • Zoho Bigin - should be able to link a "contact" to multiple "companies"

                                                                                                                Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add
                                                                                                              • Does Thrive work with Zoho Billing (Subscriptions)?

                                                                                                                I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
                                                                                                              • Radio button data won't update

                                                                                                                Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field
                                                                                                              • Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows

                                                                                                                We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
                                                                                                              • Accessing shared mailboxes through Trident (Windows)

                                                                                                                Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
                                                                                                              • Introducing Global Sets for easy management of similar picklists in CRM

                                                                                                                Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields. Update (Sep 2024): We've increased the maximum count limit for global sets. These new limits
                                                                                                              • Uploading a signed template from Sign to Creator

                                                                                                                Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                                                                                              • Decimal places settings for exchange rates

                                                                                                                Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
                                                                                                              • No Ability to Rename Record Template PDFs in SendMail Task

                                                                                                                As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
                                                                                                              • New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

                                                                                                                Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations
                                                                                                              • Process between CRM and Campaigns to ensure double opt-in contacts?

                                                                                                                I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
                                                                                                              • Zoho Books - New Interface keep details with PDF View

                                                                                                                Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
                                                                                                              • Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

                                                                                                                Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range
                                                                                                              • Condition based aggregate fields in subforms

                                                                                                                Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
                                                                                                              • SalesInbox

                                                                                                                Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail
                                                                                                              • Print labels on selected view

                                                                                                                How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!
                                                                                                              • Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

                                                                                                                Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price
                                                                                                              • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

                                                                                                                Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team
                                                                                                              • Printing Client Lists

                                                                                                                I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.
                                                                                                              • Qwen to be the default open source Generative AI model in Zoho Desk

                                                                                                                Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).
                                                                                                              • ZOHO Blueprint and Workflow

                                                                                                                Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the
                                                                                                              • Zoho CRM Participants Automatic - Invite Using Deluge

                                                                                                                Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",
                                                                                                              • Work Order Assignment for Engineers Handling Their Own Requests

                                                                                                                I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an
                                                                                                              • Experience Zoho Show on Mac now!

                                                                                                                Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.
                                                                                                              • 【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション:関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数(Deluge)のようにスクリプトを記述して高度な自動化を実現することもできます。
                                                                                                              • Kiosk Button Actions

                                                                                                                I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).
                                                                                                              • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

                                                                                                                Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document
                                                                                                              • Dependent drop-downs... how?

                                                                                                                Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport
                                                                                                              • Reporting Limitation on Lead–Product Relation in Zoho CRM

                                                                                                                I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related
                                                                                                              • Next Page