Formula fields
Available only in Enterprise edition
Zoho Sign's formula fields allow users to automate calculations based on the information entered by the signer in other document fields. By leveraging these fields, businesses can dynamically update values, minimize calculation errors, and present consistent data, which is critical for legal business documentation.
Zoho Sign's formula fields support all the standard mathematical operators, evaluation of mathematical inequality (<, >, <>, <=, and >=), date functions, and number functions.
Let's consider a scenario where a hospital is processing a patient’s discharge form. Zoho Sign's formula fields can instantly calculate the exact amount the insurance covers, as well as how much the patient needs to pay based on the specific coverage plan. This ensures that the patient sees accurate costs upfront, reducing confusion or disputes later, and helps the clinic avoid manual billing errors by ensuring all financial details are automatically updated and correct.
Date functions
Function name | Description |
DayDiff(date1, date2) | Calculates the difference between the two date fields, date 1 and date 2. Example: DayDiff(2024-12-25, 2024-01-01) Result: 359 |
MonthDiff(date1, date2) | Calculates the difference in months between the two date fields. Example: MonthDiff(2024-12-01, 2023-01-01) Result: 23 |
YearDiff(date1, date2) | Calculates the number of years between two specified dates. Example: YearDiff(2024-12-25, 2020-12-25) Result: 4 |
AddDays(date, number) | Calculates the number of days, number, to be added to the specified date, date. Example: AddDays(2024-01-01, 10) Result: 2024-01-11 |
AddMonths(date, number) | Calculates the number of months, number, to be added to the specified date, date. Example: AddMonths(2024-01-01, 6) Result: 2024-07-01 |
AddYears(date, number) | Calculates the number of years, number, to be added to the specified date, date. Example: AddYears(2024-01-01, 2) Result: 2026-01-01 |
Now() | Returns the current date and time when the formula was evaluated. |
Mathematical functions
Function name | Description |
Abs(number) | Returns the absolute value (non-negative value of the number, irrespective of the sign) of the number.eg. -10 -> 10 |
Round(number) | Round the number “number” to nearest integer. eg. 10.3 -> 10, 10.6 -> 11 |
RoundUp(number) | Round up the number “number”. eg. 10.3, 10.6 -> 11 |
RoundDown(number) | Round down the number “number”. eg. 10.3, 10.6 -> 10 |
Min(number1,number2) | Returns the smaller of the two numbers “number1” and “number2”. |
Max(number1,number2) | Returns the larger of the two numbers “number1” and “number2”. |
Let us consider the scenario where a patient at a hospital has a total treatment cost of $1,000. Their insurance covers 80% of the treatment, and the patient is responsible for the remaining 20%. Using formula fields, the clinic automatically calculates that the insurance will pay $800 (80% of $1,000), and the patient’s out-of-pocket cost will be $200 (20% of $1,000).
Assigning formula fields to a document
- Set up the recipient workflow. Learn how to setup recipient workflows in Zoho Sign.
- In the document viewer page, drag and drop the formula field.
- Click the formula field, then click Configure on the panel that appears.
- Configure the formula using the fields with the respective mathematical operators.
Atleast one formula operator or function must be present between any two fields.
Supported field types: Text, Date, Formula.
Supported field types: Text, Date, Formula.
Advanced formula fields and functions
You can use conditional formulas to automatically adjust the information displayed in a document based on specific inputs provided by the recipient. By setting predefined conditions and applying different mathematical operators, you can create dynamic, adaptive fields that respond to the data entered in the previous fields.
Let's consider a scenario where you work at a real estate agency and send out property contracts to clients. You want to automatically calculate a discount based on the total property value in the contract.
If the property value is greater then $ 500,000 and less than $600,000 , then the discount is 5%. If it is greater than $600,000, then the discount is 7%, if it is less than $500,000 and greater than $250,000 then the discount is 3%, if it is less than $250,000 then there is no discount.
Adding and configuring advanced formula fields in a document
- Set up the recipient workflow. Learn how to setup recipient workflows in Zoho Sign.
- In the document viewer page, drag the formula field.
- Click the field and on the pane that appears towards the right, click Configure.
- Click Advanced formula. Here, you can use the If or If Else condition to change the mathematical operators corresponding to the data that is being entered.
- Click Save.
Supported field types: Text, Dropdown, Checkbox, Radio group, Formula
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Conditional fields
Available in the Enterprise edition Zoho Sign's conditional fields empower users to build interactive and intelligent signature workflows, simplifying the signing process while enabling dynamic field insertion and data collection. This functionality ...Migrating Docusign templates to Zoho Sign
Availability - Professional plan and above Zoho Sign supports migrating templates from other vendors directly into your account, so you don't have to recreate them manually. This currently supports Docusign template exports. When you import a ...Integrate Zoho Sign with AI using MCP
Zoho MCP (Model Context Protocol) is a service that lets you create MCP servers and connect them to AI agents such as Claude, Cursor, Windsurf, and GitHub Copilot. It acts as the bridge between your AI tool and Zoho applications, giving the agent the ...Integrating Zoho Sign with Zoho People
Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...Integrating Zoho Sign with Zoho Inventory
Available on SA, CA, JP, AU, EU and US data centres Zoho Sign now offers an integration with Zoho Inventory. Users can now digitally sign invoices before sending them to customers. This allows businesses to swiftly generate legally compliant tax ...
New to Zoho LandingPage?
Zoho LandingPage Resources