Zoho Forms integration with Zoho Sign
Zoho Sign now provides the option to integrate with
Zoho Forms
. Using this integration, you can directly receive and map responses from your forms with Zoho Sign templates, as well as automate the entire document signing workflow.
For example
, when your vendors want to participate in your company's bidding, you would be required to share some confidential project details with them. They would also have to sign your company's NDA before participating in the process. With this integration, you can create an automated workflow for such a scenario:
- Vendors fill the form and submit their details.
- The NDA carrying their details is automatically sent to them for signature collection.
Supported form fields
|
Zoho Sign Fields
|
Zoho Form Fields
|
|
Signature
|
None
|
|
Initial
|
None
|
|
Company
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Drop down, image choices, terms and conditions
|
|
Full Name
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Drop down, image choices, terms and conditions
|
|
Email
|
Email, Single line
|
|
Sign Date
|
None
|
|
Text
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Drop down, image choices, terms and conditions
|
|
Job Title
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Radio, Multiple Choice, Checkbox, Number, Decimal, Currency, Slider, Rating, Formula, Drop down, image choices, terms and conditions
|
|
Checkbox
|
Decision Box
|
Prerequisites:
- A valid Zoho Forms subscription.
- A valid Zoho Sign subscription - Professional or above (for template access).
- For automation options such as sending the document signing link via email, or redirecting the visitor to the document for signing upon form submission, complimentary Zoho Sign credits or Zoho Sign credits will be consumed for each submission depending on your Zoho Sign subscription plan.
- Complimentary credits, proportionate to the number of licensed users, are provided to organizations on a monthly basis in the Enterprise plan.
- If your organization runs out of complimenta credits, then each such subsequent submission will consume Zoho Sign credits which need to be purchased as add-ons.
Steps to integrate a Zoho Form and a Zoho Sign Template:
- Log in to Zoho Forms.
- Opening the required form in editing mode by clicking Edit.
- Navigate to Integrations > Zoho Sign.
- Click Integrate.
- Select a document template from the Template Name drop down menu.
- Map the Zoho Sign fields in the document with the corresponding form fields in the mandatory fields section.
- Click + Add Fields to map any non-mandatory Sign fields with the corresponding form fields to populate them.
- Enter the recipients' details. Here, you can configure to get the recipients' names and email addresses directly from the form fields. You can also manually enter the recipients' email by clicking the Add Input Manually option from the drop down menu.
- Click Recipient List to view all the added recipients.
- You can then choose to either automate the entire signing workflow or allow the sending of documents for signatures to be carried out manually.
- Select the Send the document's link to recipients email option if you want to send the document signing link to the recipient's email inbox upon form submission.
- Select the Redirect to Zoho Sign document option if you want to immediately redirect the recipient to the document for signing upon form submission. If you embed the form on a website, the redirection will happen within the same tab or browser frame. Thus, this option enables you to leverage this integration to create a self-serviced embedded signing process.
- Select the None. I will send the document manually option if you want to manually send the document later for signing to those who fill the form.
Click
Integrate
.
Steps to get documents signed manually:
If you haven't configured an automatic workflow, you can still send documents out for signing to a set of selected form submissions. To do so:
- Go to Forms.
- Click All Entries below the corresponding form.
- Select the check-boxes of the entries to which you would like to send documents for signing.
- Click Send for Sign.
Alternatively, if you have chosen to create a report for the form, you can,
- Go to Reports.
- Open the corresponding report.
- Select the check-boxes of the entries to which you would like to send documents for signing.
- Click Send for Sign.
Please note that you can use these above steps to also get the documents re-signed.
Steps to check document status:
- Select your form and to navigate to Reports.
- Click Builder from the top menu.
- Click Show/Hide Columns.
- Check the Zoho Sign Status box.
- Click Save.
- Click Entries on the top bar.
- You will now be able to view the status (Request Initiated or Request Completed) in the Zoho Sign Status column.
- Click View Status for more information on recipient status. You will then be redirected to the Document details view in your Zoho Sign account.
All branding associated with your Zoho Sign account will also be associated with the signature request emails triggered and sent to the signers by Zoho Forms. Click here to learn more about branding in Zoho Sign.
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