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

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.

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