Zoho Sign Integration | Zoho Forms - User Guide

Zoho Sign Integration

Overview

If you are looking to digitize the paperwork involved in getting your agreements, documents, and contracts signed, you can use the Zoho Forms - Zoho Sign Integration.
With this integration, you can send prefilled Zoho Sign document templates to your respondents to acquire their digital signatures.
You can also monitor the status of signatures in real time.
How Zoho Sign Integration works

Signed and completed sales agreement

Advantages of Zoho Forms - Zoho Sign Integration
  1. Get the approval of multiple collaborators on a single document in an orderly manner and handle your documents in a better way.
  2. With this automated process, your documents will be approved with legally binding signatures in a matter of seconds. Now you can close business deals faster than before.
  3. Go green with digital documents that are stunningly easy to view and maintain. This also helps cut down on printing and transportation costs.
    Zoho Forms -Zoho Sign integration example

Integration Setup

To integrate your form with Zoho Sign,

  1. Navigate to the Integrations tab and click Zoho Sign from the left menu.

  2. Click Integrate.

  3. Select a Template from the list of the templates that you have created in Zoho Sign.

  4. Map the Mandatory Zoho Sign fields with the corresponding Zoho Forms fields.

  5. To populate more fields in your document, click the + Add Fields.

    Note: Only the fields added under the Prefill by you section of the Zoho Sign template can be mapped with the Zoho Forms fields.
  6. Under the Recipient Details section, all the recipient roles which are not mapped in the Zoho Sign template can be configured as given below:

    1. Select the recipient's Name and Email from the form fields. You can choose to enter the email address manually by clicking Add Input Manually.

      Note: If you have already added the recipient's Name and the Email while setting up your Zoho Sign template, you cannot configure them here.
    1. To view all the added recipients of the document, click Recipient List.

    2. Choose from the following ways to send the Zoho Sign document for signatures to the corresponding recipients after the form submission as per your requirement.

      Recipient Details
  7.  Click Integrate to save your settings.

    Zoho Sign Integration Setup

Supported Field Types

Zoho Sign fields can only be mapped to specific fields in Zoho Forms.

S.No
Zoho Sign fields
Supported Zoho Forms fields
1.
Signature     
-None-
2.
Initial 
-None-
3.
Company
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
4.
Full Name
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
5.
Email
Email, Single Line
6.
Sign Date
-None-
7.
Text
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
8.
Job Title
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
9.
Checkbox
Decision Box
10.
Dropdown
Single Line, Multi Line, Name, Address, Phone, Email, Date, Time, Date-Time, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Dropdown, Image Choices, Terms and Conditions
11.
Date
Date

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