Steps to digitally sign and send a purchase order

Signing and sending a Purchase Order

Available on US, EU, AU, JP and CA data centres

Managing purchase orders is crucial for maintaining smooth supplier relationships and ensuring timely procurement. Zoho Sign's integration with Zoho Books allows businesses to digitally sign purchase orders and send them securely to vendors. This helps in streamlining procurement workflows and enhances overall efficiency.

Prerequisite steps to digitally sign and send a Purchase Order using Zoho Sign in Zoho Books

  1. Set up your user profile and e-signature inside the Zoho Sign application.
  2. From the Zoho Books dashboard, click the Settings icon.
  3. Click PDF Templates under Customization.
  4. Under Templates, click Purchase orders.
  5. The saved PDF templates for purchase orders will appear to the right. Click Edit under the desired template.
  6. Click Other Details, check the Signature checkbox, and set up your signature on the signature wizard.
  7. Click Save.



Steps to sign a purchase order digitally using Zoho Sign with Zoho Books

  1. If you are creating a new purchase order, fill out all the details, then click Save and Send. On the pop-up that appears, click Sign Purchase Order.
  2. Alternatively, open the drafted purchase order from the Purchase Orders module from the left navigation panel under Purchases and click Sign.
  3. Click Sign Purchase Order in the pop-up to confirm your signature in the signature preview.
  4. Verify the digitally signed purchase order and click Send Purchase Order. If needed, edit the email contents and click Send.