Integrating Zoho Sign with Zoho Projects

Integrating Zoho Sign with Zoho Projects

Available in all Data Centers and in all plans. 

Zoho Sign’s integration with Zoho Projects enables users to send documents for signatures directly from their tasks and issues—without leaving the platform. This extension brings document signing and progress tracking into one place, ensuring smoother collaboration, quicker approvals, and better project execution.

Prerequisites

You must be an administrator of your Zoho Sign account and the super admin of your Zoho Projects account. 

How to integrate Zoho Sign with Zoho Projects

  1. Log in to Zoho Projects.
  2. Click the settings icon in the top-right corner and navigate to Marketplace.
  3. Under Zoho Apps, search for Zoho Sign for Zoho Projects and click Install.
  4. Under the General section, select the profiles, projects, and users you want the extension to be shared with.
  5. Agree to the terms of use and click Save & Proceed.
  6. You will be navigated to the Installed extensions page. Click Zoho Sign for Zoho Projects.
  7. Under the Connections section, click Connect and agree to the following permissions:
    1. Admin connection for Projects
    2. Admin connection for Sign
    3. Current user connection for Projects.
  8. Click Save & Proceed.
  9. You will be navigated to Triggers & Functions. In the top-right corner, click Authorize.
  10. You will be taken to a page where you will need to create an OAuth client ID for the extension.
  11. Click Create and accept to the terms and conditions.
  12. Click Install Extension.