Zoom sur: la signature électronique Zoho Sign

Zoom sur: la signature électronique Zoho Sign

L'application Zoho Sign peut vous permettre de signer électroniquement tout type de documents, qu'ils soient sous format pdf, word ou autre. Les cas d'usages sont nombreux, l'application s'intègre parfaitement avec Zoho CRM et avec Zoho Books pour vous offrir des possibilités de signature de vos devis et documents contractuels rapides, avec une expérience utilisateur fluide et une traçabilité complète.


  1.  Le cas des documents contractuels:

Souvent ce type de documents est réalisé sous format Word, ils contiennent des variables, que vous remplissiez jusqu'ici à la main, puis il faut convertir en pdf, adresser au destinataire, pour qu'il imprime, parfois complète, puis signe enfin de document, après quoi il doit à nouveau le scanner pour vous le retourner. Autant dire que c'est un processus assez peu souhaitable dans un échange commercial ou l'on a besoin de fluidité afin d'améliorer la satisfaction client, mais aussi raccourcir le cycle de vente.

Grâce à Zoho Sign, il est possible de digitaliser a 100% ce process, et cela ne présente même pas une grande complexité, sauf si votre document papier est lui-même complexe mais rien n'est impossible même dans ce cas. Vous allez donc pouvoir réaliser un copier-coller de votre modèle de contrat dans l'éditeur de Zoho, y insérer les emplacements de signature, paraphe, date , ou tout autre mention que le destinataire devra remplir. En parallèle, toutes les variables pouvant être extraites de Zoho seront insérées via des balises de fusion.

 

En quelques clics vous pourrez en partant de l'une de vos fiches contacts dans CRM (ou du module Affaires) réaliser la fusion du document pour insérer les variables et l'envoyer par email au destinataire via Zoho Sign.


Le cas des devis:

Concernant les devis réalisés dans Zoho Books, l'intégration native avec Zoho Sign permet d'activer en quelques clics la fonctionnalité qui fera apparaître en bas de devis un espace de signature électronique accessible à votre destinataire.


Si vous réalisez vos devis en dehors de Zoho, il vous suffira d'attacher le document PDF à la fiche du client, puis de déclencher l'envoi via Zoho Sign qui vous permettra de positionner manuellement l'emplacement de signature, la date, une mention "bon pour accord" ou même un emplacement pour le tampon de l'entreprise.

Le statut du document ainsi que sa copie une fois signée et le certificat de signature seront visibles dans la fiche CRM de votre client.


  1. Le cas des modèles de documents dans Zoho Sign

Pour les documents ne contenant pas de variables, ou n'étant pas généré par Zoho, comme par exemple des CGV, ou des annexes que vous associez automatiquement à vos contrats, vous avez la possibilité de les insérer comme modèle directement dans Zoho Sign, ce qui vous permet de positionner une fois pour toute les emplacement de signature, date ou tout autre champ souhaité. Lors de l'envoi à tout destinataire depuis votre CRM, que ce soit seul ou associé à d'autres documents comme un devis, vous aurez simplement à adjoindre ce modèle Zoho Sign pour qu'il soit adressé au destinataire prêt à signer.

Les bénéfices de Zoho Sign sont nombreux :


- Gain de temps sur le traitement administratif en interne

- Raccourcissement significatif du délai de signature client

- Meilleur suivi des documents et de leurs statuts (visibles dans les fiches client CRM)

- Archivage automatisé et certificat légal associé à chaque document

- Optimisation des coûts: les applications de signature électronique sont souvent couteuses, Zoho Sign est inclus dans votre offre Zoho One ce qui peut représenter des économies substantielles.

  • Du côté du destinataire :

Tout est fait pour lui faciliter la tâche, il reçoit une notification dans sa boite mail pour aller signer votre document en ligne et il est guidé pas à pas dans toutes les étapes, sur les zones qu'il doit compléter les unes après les autres. Il ne peut par exemple pas accéder aux champs destinés au 2eme signataire s'il y en a un. S'il n'était pas le bon interlocuteur, il a également la possibilité de transférer le document au bon signataire. Dès qu'il a terminé sa signature, il a la possibilité de télécharger immédiatement sa copie du document, mais il va aussi recevoir un email lui proposant de la télécharger.

En résumé, cette application est particulièrement réussie et a beaucoup de succès auprès des entreprises utilisant déjà Zoho CRM, elle est facile à mettre en place et à prendre en main par les utilisateurs.




      • Sticky Posts

      • Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

        Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne
      • Découvrez Zoho Workplace

        Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,
      • Découvrez Zoho Learn

        Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète

        • Recent Topics

        • # 2 Why do we need a billing system when accounting covers billing?

          In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems
        • How to insert an Excel/Zoho Sheet table in a chat?

          Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy
        • Mass Update Application Status

          How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see
        • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

          Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help
        • Mail Search Not Working

          Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android
        • Cannot Send Email to a Gmail Account

          Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their
        • Unblock ME

          info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage
        • Cannot Print Landscape with Zoho Sheet

          I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in
        • Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
        • Stock count by bin location

          Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
        • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

          We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
        • portal.assignUserInProfile - Não esta adicionando

          Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");
        • CRM emails vs Campaigns

          Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign
        • Setting up property management in Zoho Books

          Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
        • Reverse proxy

          We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.
        • Still client need to download .exe?

          Hello, the client for use zoho assist need everytime download .exe file and launch it?
        • Splitting a ticket's entire thread

          Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there
        • Editing the text on the Help Center home page

          Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.
        • WHMCS for Zoho Flow

          Can we use WHMCS for Zoho flow?
        • Online meetings through Calendar Booking form with options

          This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing
        • Agents permission per department

          Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would
        • CRM notes

          I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees
        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
        • Function #8: Add additional charges to invoices

          Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
        • Alternative / optional Position

          How do you create an alternative position or an optional position (article) in offers?
        • جمود في الصفحة عند حفظ عمل

          عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل
        • ZOHO Books Canadian payroll Integration

          Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD
        • Zoho Desk Time Tracking and the Salary Privacy Issue

          Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.
        • How to Delete, Disable, or Remove Streams from the Mail App?

          Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts
        • Delay in MX updates

          Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,
        • Bigin iOS and macOS app update: Link email messages to pipeline records.

          Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
        • make.com integration

          Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error
        • Article Numbers for KB articles

          Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
        • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

          Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting
        • File Encryption - Zoho Desk iOS app update

          Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.
        • Data encryption - Zoho Desk iOS

          Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.
        • Notify Admin when a user forgets to check-in or check-out at the designated time.

          Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?
        • Assistance Needed with Prospect Conversion Issue

          Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully
        • Mail Merge - unable to send more than 50 email

          Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.
        • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

          Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
        • Next Page