Unlock agreement intelligence with Zoho Sign's latest AI updates

Unlock agreement intelligence with Zoho Sign's latest AI updates

Hello!

If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like a personal assistant for your documents, this integration helps you quickly spot key information, stay on top of tasks, and make informed decisions—all while keeping your contracts organized and secure.


1. Identify obligations before they catch you off guard

Even the most careful reader can miss a hidden must, shall, or hereby agrees. This feature scans your document and highlights every "can't-be-ignored" duty—deadlines, payment terms, and confidentiality rules—so nothing surprises you later.



2. Catch the clauses you didn't know you missed

Ever feel something's missing in a contract? Our AI assistant spots missing NDA or essential clauses and lets you add comments, which instantly notifies the sender. It's like having a second pair of eyes whispering "Hey, don't forget this!” while you focus on getting things signed.



3. Dodge trouble before it strikes by identifying potential risks

Contracts can hide risks in plain sight. This feature acts as your risk radar, flagging ambiguities, compliance issues, and potential pitfalls. Pause or decline signing if needed. Comments will notify the sender, keeping you safe and in control.



4. Extract metadata: Get the who, what, and when instantly

Got a long contract? Quickly extract an organized list of key dates, parties, terms, and jurisdiction, and get an instant snapshot of the document. It makes reviewing, referencing, and acting on the contract much quicker and far less stressful.



5. Ask AI: Your crystal ball for document queries

Halfway through a meeting? Wondering where the contract mentions data privacy? Just ask AI and get an instant, clear answer drawn straight from the document.



6. Milestones on track, stress off track

Milestone Summary organizes all key dates and action items, showing exactly what needs attention and when. Say goodbye to sticky notes and last-minute checks with a clear roadmap.



7. Legal jargon? Skip it. Get the gist in layman terms

Some contracts can read like foreign novels. The AI assistant summarizes up to 12,000 characters, highlighting all critical clauses and must-know details so you can quickly understand and sign confidently.



Note:
These features are now available in the US data center (coming soon in other DCs). To access them, simply enable the OpenAI integration in Zoho Sign.

Disclaimer: The information provided by the AI assistant is for general informational purposes only and does not constitute legal or professional advice. Zoho Sign disclaims any liability for errors or omissions. Please consult your legal counsel for specific guidance.

We'd love to hear what you think!

Try out these new AI features and let us know how they work for you. If you have any questions or need a hand, feel free to drop a comment below or reach out to us at support@zohosign.com.

Cheers,
Rithika Govindarajan


      • Sticky Posts

      • Zoho Sign - Zoho CRM extension upgrade

        Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
      • Free webinar: Zoho Sign unwrapped – 2025 in review

        Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
      • Unlock agreement intelligence with Zoho Sign's latest AI updates

        Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
      • Zoho Sign product updates - Q3 2025

        Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients

        • Recent Topics

        • Zoho CRM Community Digest October 2025 | Part 2

          Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:
        • Understanding Zoho Contracts

          Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
        • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

          When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's
        • Domain restriction for User Management actions in Zoho One

          Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
        • Zoho Mail iOS app update: Signature

          Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
        • Copy paste from word document deletes random spaces

          Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
        • Approval Button in Subform

          Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
        • Setting checkbox value on template in Sign from Creator

          Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
        • Zoho Projects - Unread Comment Icon

          Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
        • Zoho Projects - Update Feed via API

          Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
        • Automated log-out/session end

          I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
        • Subform auto populate values

          Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
        • What is New in CRM Functions?

          What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
        • Gantt Chart - Zoho Analytics

          Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
        • WhatsApp Calling Integration via Zoho Desk

          Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
        • Identify long running sync jobs/tables

          My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
        • Temporarily rate limited due to IP reputation.

          We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
        • Automatically CC an address using Zoho CRM Email Templates

          Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
        • Solution to Import PST File into Office 365.

          MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
        • Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs

          We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,
        • Associate emails from both primary and secondary contacts to deal

          We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
        • New integration: Zoho Sign for Zoho Projects

          Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
        • Update to attachment display in ticket threads

          This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
        • Narrative 15: Blueprint - Automate, guide, and transform your support processes

          Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
        • Different MRP / Pricing for same product but different batches

          We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
        • Batch/lot # and Storage bin location

          Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
        • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

          Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
        • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

          Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
        • Writer update results in BitDefender blocking it as malware

          After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
        • Refresh frequency

          Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
        • Refund

          My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
        • Calling Function via REST API with API Key gives 401 using Zoho Developer

          Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
        • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

          Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
        • Embed CRM record images in email templates

          I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
        • Assign multiple departments to multiple helpcenters

          Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
        • Zoho Desk Training

          Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
        • Edit default "We are here to help you" text in chat SalesIQ widget

          Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
        • PO Based Advance payment to Vendor

          We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
        • Next Page