Integrating Zoho Sign with Zoho Books
Available on US, EU, AU, JP and CA data centres
Zoho Sign now offers an integration with Zoho Books. Through this integration, users from your organization can sign invoices and estimates before sending them to customers from within Zoho Books. Your organization may also have customers sign and accept estimates from the Customer Portal. This enables you to generate legally compliant estimates and invoices using Zoho Sign, and manage the signed copies online in secure cloud storage.
Plan availability
Zoho Sign
Zoho Books
| Functionalities | Plan availability |
Integration | Available in all plans |
Sending and signing documents | Available in all plans |
Zoho Books
Functionalities | Plan availability |
Integration | Available from the Premium plan |
Signing Estimates | Available from the Premium plan |
Signing Invoices | Available from the Premium plan |
Signing Credit Notes | Available from the Premium plan |
Signing Purchase Orders | Available from the Premium plan |
How to enable the Zoho Sign extension in Zoho Books
- From your Zoho Books dashboard, click the Settings icon.
- Click Zoho Apps under Integrations & Marketplace.
- Search for Zoho Sign and click Connect.
- Click Connect Now to authorise Zoho Books to access your Zoho Sign account.
- Configure the integration to enable the digital signature options that suit your needs, then click Integrate.