Zoho Sign integration for Zoho Practice

Zoho Sign integration for Zoho Practice

Availability: All paid plans

Zoho Sign's integration with Zoho Practice helps accounting firms collaborate with their clients in real-time, collect signatures and monitor the progress of the digital signature workflows directly from the Zoho Practice interface.

Steps to enable/remove the Zoho Sign integration in Zoho Practice

  1. Click Settings at the top-right corner of your Zoho Practice dashboard.
  2. Under Integrations, select Zoho Apps.
  3. Scroll down to find Zoho Sign, and click Connect.
  4. In the next screen, click Connect Now followed by clicking Integrate to confirm the integration.
  5. To remove the integration, click Delete Integration.



  6. To set up your e-signature in Zoho Sign, follow these steps.

Steps to send a signature request in Zoho Practice

  1. Click Client Requests. Alternatively, click Clients and choose the client.
  2. Under New, select Sign Request.
  3. Fill in the necessary details and click Save and Continue.
  4. You will be redirected to the Zoho Sign's field addition page.
  5. Double click or drag and drop the necessary fields and click Send.



  6. Your client will receive the signature request in their respective Zoho Finance account, where they can select the request and sign it.
After the client fills in all the necessary fields, the signing process is complete and you will be notified in Zoho Practice.

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