Zoho Sign integration with Zoho Checkout

Zoho Sign integration with Zoho Checkout

Available in the Enterprise edition

Zoho Sign now offers an integration with Zoho Checkout. Using this integration, you can collect payments from your customers and other signatories at the time of signing the document. This enables you to process both the paperwork and the payment for deals and contracts simultaneously. Zoho Checkout facilitates payments through its custom payment pages.

Example scenario: A contract or subscription agreement must be signed and paid for at the same time.


Prerequisites

The sender needs to have an active Zoho Checkout account and must have set up their payment gateway and an active one-time payment page.

How setting up this integration works




Key benefits

  1. Removes the need for manual billing.
  2. Reduces the turnaround in payment collection by lowering the time it takes for the payment to reach your account.
  3. Helps you scale your business more efficiently.
Note:
  1. This integration supports over 170 currencies, including the commonly used U.S. Dollar (USD), European Euro (EUR), Japanese Yen (JPY), and British Pound (GBP).
  2. Zoho Checkout currently supports numerous popular payment gateways, including Stripe, WePay, Razorpay, PayPal, Payflow Pro, Forte, WorldPay, 2Checkout, and Paytm.

How to collect payments

  1. Upload the document to be sent for signature and build the sign workflow by adding the necessary details.
  2. After adding all other signer fields, add the payment field to the document by dragging and dropping from the list of fields at the bottom-right.



  3. If your Zoho Checkout account hasn't been created, or if your payment gateway and payment pages have not been completely configured yet, click Configure to be redirected to Zoho Checkout to do so.



  4. Upon setting up Zoho Checkout completely, click Verify in the Verify Zoho Checkout Configuration pop-up, to verify your configuration and enable payment collection.

    Click here to learn how to set up your Zoho Checkout account.



  5. If your configuration has been verified successfully, you will see the following confirmation message on your screen.



  6. If the Zoho Checkout account has been configured and the integration with Zoho Sign is active, you will see the following message upon adding a payment field.



  7. Upon adding the payment field, click on the field and select the desired Checkout organization and Checkout payment page from a list of live payment pages in your Zoho Checkout account displayed at the top right.
  8. Enter the Currency code and Amount.
  9. Click Send to verify all the signer fields and send the document out for signature
Note:
  1. The currency code is set according to your organization details in Zoho Checkout.
  2. The document cannot be sent for signature unless a denomination is mentioned.
  3. Only one payment field can be added per document.

How signers make payments

  1. At the time of signing, the signer must fill in all their fields and click the Pay & eSign via dropdown button and choose their preferred digital signature solution.



  2. The signer verifies the payment amount and clicks Make payment in the confirmation pop-up to be redirected to the Zoho Checkout payment page.



  3. On the Zoho Checkout payment page, the signer chooses their preferred payment gateway and makes the payment.



  4. Upon successful payment, the signer will be redirected back to the signed document page in Zoho Sign.

How to check the transaction details of documents containing a payment field

The transaction details for documents containing payment fields can be checked and verified in both Zoho Sign and Zoho Checkout.



In Zoho Sign

  1. Open the Documents tab and click on the desired document from the list.



  2. Under Recipient status, you can find the details of the payment, including the amount paid and the payment gateway transaction ID.

In Zoho Checkout

  1. Open the Payment Pages tab and click on the payment page associated with the desired document.



  2. You will be shown a list of all the transactions made using the selected payment page. You can also filter this list based on the status of the transactions.


Note:
  1. Whenever a payment is collected through Zoho Checkout, an invoice corresponding to that payment will be created and stored under the Payments tab.
  2. Since Zoho Checkout and Zoho Books are connected internally, all the invoices from Zoho Checkout will automatically be synced under the Invoices tab in Zoho Books.
  3. To achieve the integration, integrate your Zoho Checkout with Zoho Books and the payment details will get reflected even if payments are received in Zoho Checkout.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • Zoho Sign integration with Pipedrive

                                                                                                                        Available only in Enterprise edition Zoho Sign now integrates with Pipedrive, customer relationship management software that helps small and medium businesses to manage their sales pipeline. This integration can help sales team to directly send ...
                                                                                                                      • Integrating Zoho Sign with Zoho Inventory

                                                                                                                        Available on SA, CA, JP, AU, EU and US data centres Zoho Sign now offers an integration with Zoho Inventory. Users can now digitally sign invoices before sending them to customers. This allows businesses to swiftly generate legally compliant tax ...
                                                                                                                      • Integrating Zoho Sign with Zoho People

                                                                                                                        Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...
                                                                                                                      • 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 ...
                                                                                                                      • Zoho Sign integration with Zendesk Sell

                                                                                                                        Available only in Enterprise edition and in US data center Zoho Sign now readily integrates with Zendesk Sell, a customer relationship management solution that helps the sales team of all sizes and types to maximize productivity and boost revenue. ...
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources