Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps

Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps

Hello everyone,

Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho Practice to process transactional paperwork in a secure and efficient manner.

With these integrations, you can effortlessly get estimates, tax invoices, purchase orders, credit notes, and other documents digitally signed. Additionally, Zoho Sign's integration with Zoho Checkout enables you to collect payments at the same time as signatures from your clients and customers in a simple yet automated workflow.

In this session, we will cover:
  • The significance of digital signatures in financial transactions.
  • An overview of Zoho Sign.
  • The Zoho Sign integration with Zoho Finance apps.
  • A walkthrough of common digital signature use cases in ecommerce.
  • Answers to your questions.

Register Now!

When: Tuesday, October 22, 2024

Session 1: 10 AM IST
Session 2: 10 AM BST
Session 3: 10 AM PT

Looking forward to your participation!

Cheers,
Subhashinee P

      • Recent Topics

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Zoho CRM - best way to search an account and assign to a deal

        Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

      • How to Parse XML Data Returned by API?

        I have several APIs integrated with my CRM and they work great. I am having some trouble though parsing data out of a large string/array in Funtions? I need to be able to pull the DeviceId and the WebSiteDeviceName from each PanelDevice. I would appreciate

      • Enhanced Placeholder Preview for Templates

        Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,

      • View details about when/how a contact was added to a campaign

        Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I would

      • Allow Zoho CRM access in firewall

        I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )

      • Off cycle pay run 10 day

        How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they are

      • Zoho Commerce - Mobile Application

        Does Zoho Commerce have a mobile application for customers to place an order?

      • Unlocking New Horizons: A Year in Review

        As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

      • Quick editing of fields in a report view...

        I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report so

      • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

        Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

      • Microsoft Phone Link

        Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

      • New key install (zoho databridge

        We have a problem installing Zoho Databridge We downloaded the setup and installed it. But we need to reinstall the software and lose the key. How to get another key? We need to connect to a MySQL database

      • Sending a Slideshow as a scheduled email

        I have created a slideshow for my dashboards - is there anyway of automating or scheduling it to send to users ?

      • Download fails

        We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:

      • Mapping of Zoho CRM Lookup field to CRM

        Hi, I have created a Zoho CRM Lookup field on a form for a client. The population of the field works great in the form however I cannot seem to get the data being entered in the form back into CRM. For example, the form is for new clients to fill in their

      • Function for SUM of two currency fields in Deals to be populated in third currency field

        In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue field

      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

      • integrating Zoho CRM vendors with Zoho projects

        In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

      • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

        Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

      • Rollup summary for custom module

        Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

      • How to send binary data in invokeurl task?

        Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

      • Allow standard layout to be used/edited as a starting point for canvas

        Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

      • Report Builder: Create Detailed Email Report for Sent Sales Emails

        I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account owner

      • Conditional layouts - support for multi-select picklists

        Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

      • Parsing Emails to save attachments

        Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?

      • Best way to integrate tasks across CRM (Activities), Mail, Projects?

        Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of you

      • Change Default Coutry in country field

        Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...

      • Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?

        Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named

      • How do i display opportunity win rate on Widget and chart

        Hi, For simplicity, given a table of opportunities, with status field of Active, Won and Lost, and Close Dates, how do I display our win rate for last 30 days in KPI widget show a chart of our last 30 days win rate, historically. Thanks

      • Totals on Pivot Table

        Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

      • How to re-subscribe a unsubscriber that changed their mind?

        We have a customer that unsubscribed by accident and is requesting that we add them back to our email campaigns. I've tried finding a method to do this but my searches are coming up empty. Any tips on how this can be done?

      • Getting error for invalid session on zoho mail

        Since yesterday I am getting following error when I am trying to log in on zoho mail your session is invalid. you will be logged out in 3 seconds!!  Can someone please help me how to fix this? Thanks Manoj

      • How to add the time duration for scheldule call

        Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time duration

      • Zoho Zepto mail

        I've already checked the domain and setup the user agent, as well as the SMTP user name and password, and the test email is working. So, please teach me how to import an email list and send emails.

      • Function Only Working Manually

        Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void

      • Caso de Uso | ZKTeco ahorra cientos de horas al año con Zoho One

        "Zoho no solo ha facilitado nuestro día a día, sino que se ha convertido en un aliado de negocio estratégico para ZKTeco." - Emilio García, CTO ZKTeco Europa ¡Hola, Español Zoho Community! Hoy nos gustaría mostraros cómo el gigante de la tecnología de

      • Set up multiple IMAP email addresses

        Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

      • CRM - Copy data from Single Line to Lookup Field

        Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have some

      • How long until received item is visable as in stock when creating bundle?

        We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?

      • Next Page