Steps to integrate Zoho Sign with Zoho Books

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

  1. From your Zoho Books dashboard, click the Settings icon.
  2. Click Zoho Apps under Integrations & Marketplace.
  3. Search for Zoho Sign and click Connect.
  4. Click Connect Now to authorise Zoho Books to access your Zoho Sign account.
  5. Configure the integration to enable the digital signature options that suit your needs, then click Integrate.


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