Zoho Sign - Zoho CRM extension upgrade

Zoho Sign - Zoho CRM extension upgrade

Hi everyone,
We've updated Zoho Sign extension for Zoho CRM with significant internal changes.

Impact on existing Zoho Sign extension users

Users using the extension without customization
If you are using the integration without implementing Zoho Sign's extension in your custom module, all you have to do is only update the extension to the latest version.

You'll only see extension changes when you update the version; otherwise, you will still have access to the older version. This older version will continue to work, but we recommend updating it at your convenience, as we will be deprecating the older version in 2 months (by January 15, 2026).

How to update the extension:
  1. Visit Zoho Sign's extension for Zoho CRM in Marketplace.
  2. Click the Update button next to the Version field.




Users using the extension with custom module implementation

If you are using the Zoho Sign extension in your custom module, along with updating the extension to the latest version, you must update the button's URL with the revised version provided below. Please note that all signing workflows and integration behavior remain unchanged.

Existing URL

https://extensions.zoho.com/plugin/zohosign/handler?action=createZohoSignDocument&module=<Module_Name>&rec_id=<Record_ID_from_Fields_dropdown>&rec_name=<Record_Name_from_Fields_dropdown>&crmzgid=${Organization.Organization Id}


Revised URL

https://<Endpoint_URL_based_on_DC>/api/v1/integrations/zohocrm/homepage?module=<Module_API_Name>&record_id=<Record_ID_from_Fields_dropdown>&crmzgid=${Organization.Organization Id}&record_name=<Record_Name_from_Fields_dropdown>


The URL's endpoint must be changed according to your account's data center.


The updated extension's version may vary based on the data center, as shown in the table below. 
If you are about to try the extension for the first time, you will find the latest version in the marketplace.


Data center

Updated version

Endpoint URL

US









22.0

https://sign.zoho.com/...

IN

https://sign.zoho.in/...

EU

https://sign.zoho.eu/...

CA

https://sign.zohocloud.ca/...

SA

https://sign.zoho.sa/...

JP

https://sign.zoho.jp/...

AU

https://sign.zoho.com.au/...

 

Iyou encounter any issues drop an email to support@zohosign.com (support@eu.zohosign.com for EU).

Cheers,
Rajeev Sivaraman
Zoho Sign - User Education

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              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

                                                              • Introducing the sandbox environment in Zoho Sign

                                                                Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited
                                                              • Zoho Sign - Zoho CRM extension upgrade

                                                                Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
                                                              • Free webinar: Zoho Sign unwrapped – 2025 in review

                                                                Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
                                                              • Unlock agreement intelligence with Zoho Sign's latest AI updates

                                                                Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
                                                              • Zoho Sign product updates - Q3 2025

                                                                Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients


                                                              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

                                                                                                                • Zoho Flow not handling Boolean properly

                                                                                                                  Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false
                                                                                                                • Set Default Status of Assembly to "Assembled" When Entered in UI

                                                                                                                  I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
                                                                                                                • Option+C shortcut conflict

                                                                                                                  In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.
                                                                                                                • How to Automate an Unsubscribe based on Scoring

                                                                                                                  I automatically assign a negative point score to bounced emails and would like to automate unsubscription of these emails from our Campaigns, without losing the contact data. (Oftentimes the lead is no longer at a business, but I want to keep the business
                                                                                                                • Introducing the New Applications Module

                                                                                                                  We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment
                                                                                                                • Zoho Browser??

                                                                                                                  hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
                                                                                                                • since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

                                                                                                                  Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the
                                                                                                                • Sales Allowed Beyond Available Stock and Payment Recorded Without Restriction

                                                                                                                  Hi, While testing in Zoho Inventory, I noticed that a sales order can be created with a quantity exceeding the available stock in the selected warehouse. In my case: Available stock: 5 units Ordered quantity: 6 units Despite this: I was able to convert
                                                                                                                • Function #25: Automatically generate purchase orders from a sales order

                                                                                                                  We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
                                                                                                                • How can I add Material cost to a project?

                                                                                                                  Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
                                                                                                                • Users I've shared the sheet with cannot use the Custom Functions

                                                                                                                  Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,
                                                                                                                • How to set custom Sales Order numbers

                                                                                                                  I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
                                                                                                                • Mail bounces due to bad reputation

                                                                                                                  Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]
                                                                                                                • Automation Series #3: Macro vs Workflow in Zoho Desk

                                                                                                                  Workflows vs Macros in Zoho Desk: Choosing the right help desk automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused
                                                                                                                • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

                                                                                                                  Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
                                                                                                                • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

                                                                                                                  A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
                                                                                                                • WO Completion Status Not Updating Automatically

                                                                                                                  Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could
                                                                                                                • Limiting the form - Zoho People

                                                                                                                  Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An
                                                                                                                • Introducing PDF conversion in Deluge

                                                                                                                  Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation
                                                                                                                • Introducing our new 'Extension Development' Series!

                                                                                                                  Hello users, We're excited to launch a new series on 'Building Extensions in Zoho Sprints' where the workspace owner or developers can learn to customize the workspace to meet their unique or niche requirements. Each post in this series will guide you
                                                                                                                • Product Updates in Zoho Workplace applications | March 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories
                                                                                                                • How to install Widget in inventory module

                                                                                                                  Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                                                                                                • Credit card transactions are backwards after importing statements

                                                                                                                  I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
                                                                                                                • BMO bank connection not working with either Yodlee or Plaid

                                                                                                                  Been experiencing this issue for almost a month now. Anyone else?
                                                                                                                • How to reduce inventory valuation when not tracking individual items?

                                                                                                                  We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's
                                                                                                                • Email templates for estimates

                                                                                                                  Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note
                                                                                                                • Stage-probability mapping feature in custom module

                                                                                                                  Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                                                                                                • Mastering Zia Match Scores | Let's Talk Recruit

                                                                                                                  Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
                                                                                                                • Zoho Books - France

                                                                                                                  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                                                                                                • Zoho Home Tasks View - any way to add conditional formatting?

                                                                                                                  Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom
                                                                                                                • User Name in Zoho Cliq Not Updating Across Apps?

                                                                                                                  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
                                                                                                                • New Customization options in the module builder: Quick Create and Detail view

                                                                                                                  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
                                                                                                                • Items Landed Cost and Profit?

                                                                                                                  Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
                                                                                                                • How do I automate my package and shipment process

                                                                                                                  Hey, I have a very basic problem regarding automating my package and shipment. My business does not require me to have those modules and manage them currently and since I'm new to zoho I want to start with just the basics. I just need to automatically
                                                                                                                • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

                                                                                                                  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
                                                                                                                • zoho creator panel add formula

                                                                                                                  Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'
                                                                                                                • How to take result of calculation in a form and subtract from a value in another form

                                                                                                                  I'm using the following code on successful form submission to perform a calculation and enter the result into a field a shown below input.Space_Used = ifNull(input.Area_In_Square_Meters,0) * ifNull(input.Total_Stock,0); I now need the result above, the
                                                                                                                • Missing Fields in Lead Conversion Mapping

                                                                                                                  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
                                                                                                                • Mass email from Report output

                                                                                                                  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom
                                                                                                                • What's New in Zoho Analytics - February 2026

                                                                                                                  Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,
                                                                                                                • Next Page