Available in US, EU, AU and JP data centres.

Steps to enable the Zoho Sign integration in Zoho Books

1. Log in to your Zoho Books account.
2. Click on the Settings icon  at the top-right corner of your screen to toggle the Settings side-pane.
3. Click Integrations in the Settings pane.
   
   
   
   
4. From the Zoho Apps tab, scroll to find the Zoho Sign extension.
5. Click the Connect button next to Zoho Sign.
   
   
   
   
6. Click the Connect Now button to authorize Zoho Books to access your Zoho Sign account.
   
   
   
   
7. Configure the integration to enable the digital signature options that suit your needs and click Integrate.
   
   
   
   
8. Your integration is now enabled. You can edit your integration preferences at anytime by clicking the Edit button, or remove the integration by clicking the Delete Integration button.
   
   
   

Note: If you don't have an account set up with Zoho Sign, you will be prompted to create a Zoho Sign organization when enabling the integration.

Prerequisites to sign invoices and estimates digitally

1. Set up your user profile and e-signature inside the Zoho Sign application.
2. Enable Signature in the Footer section of your invoice, estimate, and credit notes templates in Settings.
   
   
   

Steps to digitally sign an invoice in Zoho Books

1. When creating a new invoice, click Save and Sign from the action menu at the bottom of your screen upon filling in all the invoice details.
   
   
   
   (or)
   
   
2. When you have an invoice saved as a draft, open the Invoices module from the left navigation panel under Sales, select the invoice that you want to sign, and click Sign Invoice.
   
   
   
   
3. Preview your e-signature in the pop-up and click Sign Invoice.
   
   
   
   
4. Verify that the invoice was digitally signed, and click on the Send Invoice button to send it to the customer.
   
   
   
   
   
   

Steps to digitally sign an estimate in Zoho Books

1. When creating a new estimate, click Save and Sign from the action menu at the bottom of your screen upon filling in all the estimate details.
   
   
   
   (or)
   
   
2. When you have an estimate saved as a draft, open the Estimates module from the left navigation panel under Sales, select the estimate that you want to sign, and click Sign Estimate.
   
   
   
   
3. Preview your e-signature in the pop-up and click Sign Estimate.
   
   
   
   
4. Verify that the estimate was digitally signed, and click the Send Estimate button to send it to the customer.
   
   
   
   

Steps to digitally sign a Credit Note in Zoho books

1. When creating a new credit note, click Save and Sign from the action menu at the bottom of your screen upon filling in all the estimate details.
   
   
   
   (or)
   
   
2. When you have a credit note saved as a draft, open the Credit Notes module from the left navigation panel under Sales, select the credit note that you want to sign, click the More dropdown list, and select Sign Credit Note.
   
   
   
   
3. Preview your e-signature in the following pop-up and click the Sign Credit Note button to sign the credit note.
   
   
   
   
4. Verify that the credit note was digitally signed, and click on the email icon to email it to the customer.
   
   
   
   
5. Edit the email content if necessary, and click the Send button.
   
   
   

Steps to get an estimate digitally signed by a customer in Zoho Books

1. Click on the Settings icon.
2. Select Preferences from the Settings side-pane.
   
3. Under Sales, click Estimates. 
4. From the General tab, check the "Allow customers to accept or decline the estimates via the public link" checkbox.
   
   
   
   
5. Now, every time an estimate is sent to a customer, they will receive an email notification. They must click on the View Estimate button to open the estimate, and then click Accept. 
   
   
   
   
6. The customer is then prompted to insert their e-signature to sign the estimate using their preferred signing method (drawn signature, typed signature, or image upload). Upon doing so, they have to click Sign and Accept.
   
   
   
   
   
   
7. You can verify that the customer accepted and digitally signed the estimate in your Estimates module.
   
   
   

Steps to automatically convert an accepted estimate to invoice

1. Click on the Settings icon. 
2. Select Preferences from the Settings side pane.
   
3. Under Sales, click Estimates.
   
4. From the General tab, navigate to the "Automatically convert accepted estimate to invoice?" option.
   
5. Select either Yes. Create Invoice as Draft or Yes. Create, Sign and Send to convert accepted estimates to invoices automatically.
   
   
   
   
6. Click on the Save button to save the changes.