Steps to enable the Zoho Sign integration in Zoho Invoice:

1. Log in to your Zoho Invoice account.
   
2. Click on the Settings icon  at the top-right corner of your screen to toggle the Settings side-pane.
   
3. Click Integrations on the Settings side-pane to navigate to the Integrations section.
   
   

1. Open the Zoho Apps tab in the Integrations section and click Connect next to Zoho Sign in the list of apps.

1. Click Connect Now to authorize Zoho Invoice to access your Zoho Sign account.
   

1. Configure the integration to enable the digital signature options that suit your needs and click Integrate.
   

1. Your integration is now enabled. You can edit your integration preferences at anytime by clicking the Edit button, or remove the integration by clicking Delete Integration.
   

Note: If you don't have an account set up with Zoho Sign, you will be prompted to create a Zoho Sign organization when enabling the integration.

Pre-requisites to digitally sign invoices and estimates:

1. Set up your user profile and e-signature inside the Zoho Sign application.
2. Enable Signature in the Footer section of your invoice and estimate templates from Settings.
   

Steps to digitally sign an invoice in Zoho Invoice:

1. When creating a new invoice, click Save and Sign from the action menu at the bottom of your screen upon filling in all the invoice details.
   

(or)

When you have an invoice saved as a draft, open the Invoices module from the left sidebar, select the invoice that you want to sign, and click Sign Invoice.

1. Preview your e-signature in the following pop-up and click Sign Invoice.
   

1. Verify that the invoice was digitally signed when sending it to the customer.
   

Steps to digitally sign an estimate in Zoho Invoice:

1. When creating a new estimate, click Save and Sign from the action menu at the bottom of your screen upon filling in all the estimate details.
   

(or)

When you have an estimate saved as a draft, open the Estimates module from the left sidebar, select the estimate that you want to sign, and click Sign Estimate.

1. Preview your e-signature in the following pop-up and click Sign Estimate.
   

1. Verify that the estimate was digitally signed when sending it to the customer.
   

Steps to get an estimate digitally signed by a customer in Zoho Invoice:

1. Customer needs to log in to their Client Portal.
2. They must open the estimate they want to accept and click Accept.