Installing the Zoho Sign's extension in Zoho Invoice

Installing the Zoho Sign's extension in Zoho Invoice

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

Using Zoho Sign's integration with Zoho Invoice, users can now sign invoices and estimates before sending them to customers. Furthermore, users can also have their customers sign estimates from their Customer Portal in order to accept them. This enables businesses to swiftly generate legally compliant estimates and tax invoices using Zoho Sign and manage the signed copies online in secure cloud storage.

You may also record each signing and invoiced transaction in the Ethereum public blockchain with Zoho Sign's blockchain timestamping feature, and download complete audit trails and certificates of completion for audit and accounting purposes.


Plan availability

Zoho Sign

Functionalities
Plan availability
Integration
Available in all plans
Sending and signing documents
Available in all plans

Zoho Invoice

Functionalities
Plan availability
Integration
Available for free
Signing invoices
Available for free
Signing estimates
Available for free

How to install the Zoho Sign's extension in Zoho Invoice

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