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. Specify the Document Name manually or pre-fill from the existing form field by clicking on the  button. If the field is left blank, the template name will automatically be used as the document name.

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

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

    Notes
    Note: Only the fields added under the Prefill by you section of the Zoho Sign template can be mapped with the Zoho Forms fields.
  7. 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.

      NotesNote: 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
  8.  Click Integrate to save your settings.



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

    Access your files securely from anywhere

      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

                                                                                                              • 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 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 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 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

                                                                                                                Getting your audience to fill out and submit forms can be tricky. Have you ever wondered why no one's filling your forms, or why the volume of leads generated was lower than your expectations? These pain points can be influenced by various factors, ...
                                                                                                                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