Signing and sending estimates in Zoho Invoice using Zoho Sign

Signing and sending estimates in Zoho Invoice

Available on SA, CA, JP, AU, EU and US data centres

Zoho Sign's integration with Zoho Invoice allows users to digitally sign estimates and collect signatures in the estimates from clients, making it an essential tool for businesses aiming to enhance client satisfaction and streamline operations. 

Prerequisites to digitally signing and sending an estimate using Zoho Sign with Zoho Invoice

  1. From your Zoho Invoice dashboard, click the Settings icon and select PDF Templates.
  2. Choose Estimates.
  3. Click Edit on the preferred template and select Other Details.
  4. Check the Signature checkbox, then set up your signature in the signature wizard.
  5. Click Save.


How to digitally sign an estimate using Zoho Sign with Zoho Invoice

  1. If you are creating a new estimate, click Save and Sign from the action menu at the bottom of the screen. Alternatively, click the already drafted estimate and click Sign.
  2. Click Sign Estimate in the pop-up to confirm your signature in the signature preview.
  3. Verify the digitally signed estimate and click Send Estimate.



How to get an estimate digitally signed by a customer

  1. From your Zoho Invoice dashboard, click the Settings icon.
  2. Under Sales, click Estimates.
  3. From the actions button, click Preferences.
  4. Check the Allow customers to accept or decline the estimates via the public link checkbox.
  5. Click Save.



  6. Now, whenever an estimate is sent to a customer, they will receive an email notification. They need to click View Estimate then click Accept.
  7. They will be prompted to type, draw, or upload their signature and enter their email address.
  8. They then need to click Sign and Accept to complete signing.
  9. You can open the estimate on the Estimates module to confirm that it has been accepted by the customer.