Introducing Zoho Sign's integration with WebMerge
Hello, We take great pleasure in announcing that Zoho Sign now supports an integration with WebMerge, a cloud-based document generation and automation tool. WebMerge leverages an extensive list of over 40 popular third-party web service integrations, allowing users to fetch data, prepare business documents (contracts, agreements, quotes, purchase orders, invoices, etc.), and deliver them to intended recipients. Users can create their documents by either building them online from scratch or by uploadingCan I fill out an entire form on Zoho Sign?
I'm trying to fill out an uploaded form and sign it. Can I do it in sign?Free Webinar: Automating business paperwork using form-based eSign workflows
Zoho Sign—our quick and complete digital signature solution—has recently been integrated with Zoho Forms to leverage the latter's capabilities. You can now build workflows where entering data into a form would let the paperwork take care of itself, reducing administrative costs and turnover time. With Zoho Sign integration for Zoho Forms, you're able to: Create on-demand, self-serviced document-signing workflows for registrations, applications, quotes, purchase orders, service agreements, consultations,Comments
It would be great to add a commenting functionality into Zoho Sign and document edits. This would add great value when negotiating agreements. It potentially would also be a greater integration with Zoho Writer to provide this functionality. If it alreadySigned Document store and duration ?
Dear Zoho Sign team , I would like to know , if customer after sign the document. In future, if they want to check those signed document, they are not Zoho user, where the online center that they can look for it ? And if we are zoho user that send outSigned Document Triggering a Form being sent?
Hi, Is there a way to trigger an email with the link to a form once a zoho sign document is completed? I'm still learning the ins and outs of Zoho and am hoping there is a way to make this work. So, we sent a Zoho sign doc The client fills it out WhenFree Webinar: Getting Started with Zoho Sign: eSign Business Documents
Signing business documents using the traditional method of pen and paper lacks flexibility, increases the overall waiting period, and can affect your company's bottom line. Step up, and streamline your business with digital signing using Zoho Sign. Advantages of digital signatures include: Ability to sign business documents from anywhere and at any time Get a clear picture of who opened each document and when they signed Store and manage signed documents easily Better collaboration and higher productivityZoho Sign: Product Updates - Q1, 2019
Hello, With a lot of you gearing up to attend Zoholics Europe, we thought we could provide you with a quick update on what Zoho Sign has introduced in the last quarter. Here's a short summary of what's come your way followed by a brief note on each feature. Recently released: Quick Send in Zoho CRM Deeper integration with Zoho Recruit Embedded signing via Zoho Forms Microsoft Teams extension Field templates Quick Send in Zoho CRM The Quick Send feature available with templates inside the Zoho SignWebinar Resources: Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People
Hello, We conducted a webinar titled 'Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People' on March 26, 2019. You can watch the recording of this webinar in its entirety below. You can also find a copy of the deck from the session attached at the bottom of this post. The following is a compilation of the questions attendees asked during the webinar and their respective answers. Questions have been edited or modified for grammar. 1. When we have Zoho Sign integrated with ZohoExclusive Free Webinar - Learn the gray areas of privacy compliance from the viral Monopoly Man
Hello, We have an exciting announcement to make! Our sister division ManageEngine is collaborating with Ian Madrigal, the viral internet sensation known popularly as Monopoly Man, to host an exclusive webinar on the gray areas of privacy compliance. Ian is a lawyer who spends most of his time campaigning as a privacy activist, creating awareness on consumer data protection and other areas of concern in the security domain. He has actively voiced his opinions against the policies implemented by topZoho Sign Connector issues
I am currently using the connector within the CRM and having some trouble. I've created a template, but here's a few problems I'm having with the Zoho Connector in the CRM. This happens after clicking the "Send for ZohoSign" button from the contact recordMobile signing for customers
The zohosign app is good from a company prospective, but the signing option for clients when they open the email in the phone is not great. The mobile signing platform could use some refinement as some clients have been unable ot sign through their phoneZoho Recruit / Sign
I spoke with someone some time back. Looking for a way to utilize the ZOHO SIGN Templates via Recruit. The button is there, but it is not talking with our current templates. Please help. ThanksDo you have a Console Log for API?
I'm testing the API and I have some troubles updating template and documents, I'm wondering if there is a way to check the error log so I can see what am I doing wrong? Or is you can Help me, the company needs to use a template as base to create documentsFree Webinar: Transforming HR management using Zoho Sign with Zoho Recruit & Zoho People
At Zoho, we constantly strive to design user-friendly products that readily integrate with one another. These integrations enable our applications to connect seamlessly, allow you to streamline and automate your workflows, and achieve implementation in custom scenarios. This helps businesses use their resources efficiently, and significantly improve their productivity. The most recent additions to our family of integrations include the Zoho Sign extensions for Zoho Recruit and Zoho People. UsingSignature is not LTV enabled and sign certificate
Hi, When i download the PDF the signature panel indicates the following: Signature is not LTV enabled and will expire after 2021/05/2018 Can you confirm if this is the case? Also, is there a way of obtaining a signing certificate page? Thankszoho sign integration with Zoho creator
is this integration possible?Zoho sign / CRM - document number are not homogeneous
I create a quote in Zoho CRM. The number is created automatically. Then, I clic on the button "Send for Zoho Sign" The name of the document is generated automatically. Unfortunatelly, I always have a difference of 4 in between the numbers. The quote xxxx017Free Webinar: Integrating Zoho Sign with G Suite and Microsoft Office 365
Thousands of small and medium-sized enterprises already rely on G Suite and Microsoft Office 365 for their everyday operations. Now, with the Zoho Sign integration, businesses can securely sign, send, and manage documents from anywhere, at any time. Say goodbye to traditional methods of document signing with ink, seal, and paper that offer zero collaboration and a never-ending waiting period. In this webinar, you'll learn how to: Integrate your G Suite/Office 365 account with Zoho Sign Import usersAccess Codes
I cannot seem to find a way to denote a specific access code for the recipient to enter. For example, can I designate the code to be the last four or six digits of their SS#? Or any number or code? I don't want to contact them to give them the code, I want the Sign request to tell them to "Please enter the last 6 digits of your SS#"Zoho Sign - Draw Only Option
I'm trying to figure out if there is any option that only allows my customers to draw their signature only? Maybe it becomes the first in order instead of "typing" your name to generate one. I'm trying to not have my client's type and generate but rather have a more organic signature, if you will. i'm not sure if this is possible but maybe someone can shed light. Thanks in advance.Webinar Resources: How to close deals faster with the Zoho Sign extension for Zoho CRM
Hello, We conducted a webinar titled 'How to close deals faster with the Zoho Sign extension for Zoho CRM' on January 31, 2019. You can watch the recording of this webinar below. Please find a copy of the deck from the session attached at the bottom of this post. The following is a compilation of the questions asked during the webinar and their respective answers. Questions have been edited or modified for grammar. Similar questions have been merged, and specific use-case-oriented questions haveFree Webinar: How to close deals faster with the Zoho Sign extension for Zoho CRM
At Zoho, we are committed to constantly improving our integrations and providing the most competitive software to help grow your business. We recognize the importance of automation for improving productivity and workflow. At the same time, using a sophisticated, award-winning CRM tool like Zoho CRM has become imperative for businesses looking to scale their operations. We've decided to make things even easier for you by helping you get rid of physical paperwork altogether with the Zoho Sign extensionAnnouncing the Zoho Sign extension for Microsoft Teams
Hello, We're happy to announce that Zoho Sign now provides an extension for the popular collaboration tool, Microsoft Teams. Using this extension you can access all of Zoho Sign's functions and features directly from the Microsoft Teams application. The extension loads up the Zoho Sign web interface enabling you to upload/import documents, send them for signatures or sign them yourself, and share the signed documents or save them on the cloud, all from just a tab within Microsoft Teams in a seamlessAlso in person sign without Zoho Sign Account
I’m not sure why zoho likes to create scenarios where real life possible situations are limited or not supported in your products but it’s frustrating. For sales people 99.999 of prospects will need time to think things through. But once in a while weRemove document in progress
Hi How to remove a quote that is in status "in progress"? Thank youUsing Zoho Sign as Administrator, view all organization sign docs
We have been testing Zoho Sign to see if this will work within our current workflow, and hoping to move away from another sign product since we are using the Zoho Suite for much of our systems. One question that I had was using Zoho Sign as an Administrator,I am getting "Access denied by administrator"
Hi Team, I have created a document template with one user login id & i have revoked access permission for that user. And changed ownership to another user who is having Grant permission. When i try to create document from creator with that template usingIntroducing SignForms to simplify the document signing process
Hello Today we are excited to announce the general availability of SignForms. Gone are the days, you need to import a document, add recipients, fields, and send it out for signing manually every single time. For example, if your company wants to get their social media policy signed by new hires, the human resources team can create a SignForm and embed its URL in your company's onboarding email for new hires to sign and submit. How it works: Create a new template or convert an existing template intoEdit document before sending
I often need to make minor changes to a contract on a per-deal basis. I wish I could to start a "Send for Zoho Sign" process for a given deal by using a pre-populated template, but make those changes before sending it. I see no way to do this other thanCan you integrate Zoho Sign with Zoho CRM?
Is it possible to send documents to sign right from a prospect in Zoho CRM? For example, at the law firm I work at I sometimes use docusign to send retainer agreements but I have to go into a separate app to do so. I think it would be amazing if it isMultiple Recipients
I see that I can add recipients to a document, but that appears to mean multiple people can sign the SAME document. But if I want 10 people to sign their own version of a document, is there an easy way to accomplish this? Or do I have to go to TemplatesDocumentos Zoho Sign
Hola, estamos empezando a utilizar Zoho One y estamos haciendo muchas pruebas. He realizado alguna prueba en Zoho Sign, pero no me deja borrarlo y queremos limpiar las pruebas para empezar de cero. Gracias.Añadir adjunto en Sales IQ
Hola, queremos añadir documentos adjuntos a nuestros chats de Sales IQ, pero cuando le doy a adjuntar sólo me deja adjuntar los documentos que están en mi ordenador. Quiero saber cómo puedo adjuntar en el chat documentos que estén en Zoho Docs o DocumentsFeature announcement: Email domain verification using DKIM in Zoho Sign
We are glad to announce the general availability of the email domain verification feature in Zoho Sign. Administrators already have an option in the account settings to send emails from Zoho Sign using their company's email address. This feature was developed to help companies improve the authenticity and credibility of their message with the recipients. However, when a third-party service like Zoho Sign sends out an email on your behalf, there are many times these emails were considered as spoofing,Issues with Zoho Sign API
Hi, Objectives I have a custom solution (based on a MEAN - MongoDB, Express, Angular, Node - stack) and am looking to integrate it with our Zoho CRM (and other modules). One of the aspect I'm particularly interested in is Zoho Sign as part of our validation Workflow for both: Purchase Orders and Timesheet. I would like to programmatically issue a Zoho Sign request from my custom solution and act upon completion of the Zoho Sign signing process. Progress so far I have looked at this 2 very interestingNew Integration: Zoho Sign - G Suite
Today we are happy to announce Zoho Sign's integration with G Suite (earlier known as Google Apps). With this integration, you can now enjoy single sign-on access, login to Zoho Sign with the G Suite credentials, import the required users from G Suite into Zoho Sign in a few steps, and sign business documents effortlessly. If you are using Google Drive, you can also open documents stored there with Zoho Sign and perform the document signing process.This integration will help companies to improveIntroducing the Zoho Sign API (Beta)
Hello, Today we're excited to announce the API (Beta) for Zoho Sign. This will help you to integrate your application directly with Zoho Sign programmatically. You can find the complete documentation here: https://www.zoho.com/sign/api With our API you can currently access and manage the following features of Zoho Sign: Document Management Create document Manage document Send documents for signature Get documents list Get document type Create a new document type Create new folder Get folders listIntroducing the all new Enterprise Edition of Sign with Bulk Send and In-Person Signing!
Introducing the Enterprise Edition We have successfully rolled out the enterprise edition which houses two important features: Bulk send and In-person signing! With the enterprise edition we have streamlined many of the difficult tasks done before and have introduced some new features for better performance and throughput. The enterprise edition is also very reasonably priced, at just $20/user/month when paid annually($24 when paid monthly). Send the same documents to multiple recipients usingWhen using Zoho Sign - does signature have the same legal validity and enforceability?
We use zoho sign to have our clients sign approvals etc. We used another service that stated they were in compliance to make sure that the signature has the same legal validity and enforceability as paper records and handwritten signatures. They keptNext Page
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Announcements
YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.Inactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service helpZoho Sign community meetup series - India
Hello everyone! Zoho Sign is a comprehensive digital signature application tailor-made for Indian businesses with unique features like Aadhaar eSign, eStamping, USB/PFX signing. We are now excited to announce our first meetup series for Zoho Sign in India,
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ZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneYouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inEmbeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowZoho Sign: need to leave document pending for up to a year, or maybe there's a better way?
I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
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Sticky Posts
YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.
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