Zoho Sign Extension - Integrations - Online Help - Zoho CRM

Zoho Sign

Zoho Sign is an e-signing solution that enables you to send documents intended recipients in order to acquire their digital signature. The Zoho Sign extension for Zoho CRM enables you to send the documents required for signing, to any contact stored in your CRM, right from inside it.

Install Zoho Sign

You can install the Zoho Sign extension either from  Zoho Marketplace or from within your Zoho CRM account as follows:
  1. Click Settings > Setup > Marketplace > All. All the installed extensions are listed.
    Under All Extensions, you can view all the extensions supported by your CRM.
  2. Click All Extensions, browse for Zoho Sign, and click it. The details about the extension will be available.
  3. Click Install Now.
  4. Agree to the terms of service and click Install.



  5. Choose one of the following and click Confirm.
    1. Install for admins only - The extension will be installed in CRM for only the users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all the users.
    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Continue, then select the desired profiles.
      The extension will be installed automatically for the specified users.

       

  6. You are now good to go.
Pre-requisites
An organization account has to be created first and the required users must be added to it beforehand.

Get documents signed using Zoho Sign

Upon installation, the details page for leads, contacts, accounts, and deals will have a button named Send for Zoho Sign. This button can be used to send documents that need to be signed by contacts. To send your documents for digital signing:
  1. Click the LeadsAccountsContacts, or Deals modules.
  2. Click on a record that you want to send documents to.
  3. In the record's details page, click Send for Zoho Sign.



  4. You can also send documents from the inventory modules, which include, the Quotes, Invoices, Sales Orders, and Purchase Orders modules.
  5. The following options will be present in the new tab:
    1. Click the Add Document button and choose whether you want to upload the file from your desktop or from the Documents module in your CRM.
    2. Under the Recipients option, select the module that your recipient belongs to. Next, click the magnifying glass icon to choose the recipient.
    3. To add another recipient, click Add Recipient and select another contact in the same fashion.
      You can also add a recipient who you want to view only but not sign, by clicking on the Add Recipient button.
    4. Zoho Sign also provides an option to specify the order in which you want your recipients to sign in. 
      Click the Set Signing Order radio button and assign a number to each recipient to choose what order they need to sign. The document will go to the next recipient for signing only after the preceding recipient has signed. 
    5. You can leave the recipients a note if there is any extra information to convey.
    6. You can also write a description of your documents for your personal reference.



  6. Click the More Settings button to set:
    1. Automatic reminders.
    2. A deadline to sign by.
    3. Time until the agreement will be held valid.



  7. Click Save.
  8. Click Next and you will be redirected to your Zoho Sign page.
  9. Make the necessary changes, then click Continue.
  10. Drag-and-drop the fields you require in your document and click Send, located the top-right corner of the page.
  11. Check if you're good to go and click Confirm. You will receive a receipt confirming that it has been sent.
Note

When you install the Zoho sign extension, three other modules will also be created. They are: 
  • Zoho Sign Documents: Contains the list of documents that have been sent.
  • Zoho Sign Recipients: Shows the list of recipients to whom documents have been sent.
  • Zoho Sign Document Events: Displays a list of documents and the status in which they lay in.

Each record will also have a related list where the agreement details will be listed.

View and Customize SalesSignals Notifications

The SalesSignals feature notifies you of important events related to Zoho Sign. By default, it notifies you when a document is signed or rejected by an user.

To view your SalesSignals notifications, click the Bell icon in the upper right corner of your dashboard.

To customize your SalesSignals notifications
  1. Click the Bell icon in the upper right corner of your dashboard.
  2. Click Settings at the bottom of your SalesSignals window.
  3. Choose the notifications you want to receive.
  4. Click Save.

Uninstall Zoho Sign

If you wish to uninstall Zoho Sign extension, please note that all related data will be deleted upon uninstalling and cannot be recovered.

To uninstall the extension
  1. Go to Setup> Marketplace > All.
    All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in your CRM.
  2. Browse for Zoho Sign and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Adobe Sign

                                                                                                        Digitally signed documents can be collected easily from customers and prospects with the Adobe Sign extension in your Zoho CRM account. When your business requires you to get documents approved and signed on time for a deal to be successfully ...
                                                                                                      • DocuSign for Zoho CRM

                                                                                                        The DocuSign extension for Zoho CRM allows you to send documents to your contacts and have them digitally signed. This extension is supported for the Leads, Contacts, Accounts, Deals, Quotes, Invoices, Purchase Orders, and Sales Orders modules of ...
                                                                                                      • Google Drive

                                                                                                        The Google Drive extension for Zoho CRM allows the sales representatives to sync, share, access, and manage files associated with their records using Google Drive from within their Zoho CRM account. The extension creates a root folder in the ...
                                                                                                      • Egnyte

                                                                                                        Egnyte is an enterprise-level file sharing and synchronization software. The Egnyte for Zoho CRM extension helps salespeople to store and track the files they use daily, such as bills, invoices, and quotations. Once the Egnyte and Zoho CRM accounts ...
                                                                                                      • Slack

                                                                                                        This integration is supported for users in the US, EU, and IN DCs. When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources