Steps to sign, send, and convert an Estimate digitally

Signing, sending, and converting an Estimate digitally

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

Managing client estimates is a critical part of closing deals. With Zoho Sign's integration with Zoho Books, clients can digitally sign the estimate directly from their device, helping you reduce turnaround time and improve efficiency.

Prerequisite steps to sign estimates digitally using Zoho Sign with 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 Estimates.
  5. The saved PDF templates for estimates 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 an estimate digitally using Zoho Sign with Zoho Books

  1. If you are creating a new estimate, fill out all the details and then click Save and Sign from the action menu at the bottom of your screen.
  2. Alternatively, open the drafted estimate from the Estimates module from the left navigation panel under Sales and click Sign Estimate.
  3. Click Sign Estimate in the pop-up to confirm your signature in the signature preview.
  4. Verify the digitally signed estimate and click Send Estimate.
     

Steps to get an estimate digitally signed by a customer

  1. From your Zoho Books dashboard, click the Settings icon.
  2. Under Sales, click Estimates.
  3. From the actions button, click Preferences.
  4. Check the checkbox that reads Allow customers to accept or decline the estimates via the public link. 
  5. Click Save.
  6. Now, whenever an estimate is sent to a customer, they will receive an email notification. They must click View Estimate, then click Accept.
  7. They will be prompted to type, draw or upload their signature and enter their email address. They must then click Sign and Accept
     to complete signing. You can open the estimate on the Estimates module to confirm that it has been signed by the customer.



Steps to convert an accepted estimate into an invoice automatically

  1. From your Zoho Sign dashboard, click the Settings icon.
  2. Under Sales, click Estimates.
  3. Navigate to the "Automatically convert an accepted estimate to invoice?" option.
  4. If you want your estimates to be automatically converted into an invoice and saved as a draft, select Yes. Create Invoice as Draft.
  5. Alternatively, if you want your estimate to be signed and sent to customers automatically, select Yes. Create, Sign, and Send.
  6. Click Save.