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

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

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              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 SalesIQ Resources



                                                  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

                                                                                    • Zoho SalesIQ Integration

                                                                                      Overview If you are looking to ease the process of tracking your website visitors and engage better with them, use the Zoho Forms-Zoho SalesIQ integration. When a visitor fills out the form embedded on your website, the data collected through the ...
                                                                                    • Zoho Recruit Integration

                                                                                      Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...
                                                                                    • Zoho Campaigns Integration

                                                                                      Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...
                                                                                    • Zoho Desk Integration

                                                                                      Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Set Alert on Integration Failure Overview When you receive multiple customer queries and support requests in your organization, creating ...
                                                                                    • Zoho PageSense Integration

                                                                                      Zoho Forms-Zoho PageSense integration helps you to get analytical insights on how your form respondents interact with the various fields in your form. Using this integration, you can create and launch form analytics in Zoho PageSense to analyze how ...
                                                                                    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