Return signed PDF inside Zoho CRM - Custom module
Hi, Zoho tried to help me multiple times (thanks to them for that!) but the conclusion is that it's impossible to do what I want... is it really!? We have NDAs (non-disclosure agreements) to sign, and once signed, I want the PDF to return as an attachment
Zoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the ability
Getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED for some requests
Hello. I'm trying to retrieve the documents list and then get fillable fields information for each signed document. To do this, after retrieving documents list, I'm sending a GET request for each document to this url 'https://sign.zoho.com/api/v1/requests/'
Is there a way to set Document Owner/Sender via the API
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave them
How to filter by date ranges in created_time in the /api/v1/requests api?
Hi, question, will anyone know how to filter by date ranges in created_time in the /api/v1/requests api? for example, get listing when the created_time is greater than one date and less than another date. best regards Roberto
Prefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing Basically we have an order form, so we can link company/contact details from the CRM no problem It comes to services/products that we are provding, that would
Change Send in Order for Recipients
Once a document has gone out, is there any way to change the sign in order of the recipients? With someone on vacation, it has stopped and is holding up the process. We'd like to have it move on rather than wait a week.
Free Webinar: Getting started with Zoho Sign
Hi there! Are you exploring Zoho Sign or evaluating it for your enterprise? Then don't forget to join our upcoming free webinar - Getting started with Zoho Sign. In this webinar, we will help you learn the basic functions of Zoho Sign and also, provide
Text Tags owner in Zoho Sign
Hello, I am using Text Tags for a document in CRM, I need to complete some details on the document before sending it via Zoho Sign. I have used the text field tag. Is a way to set the person who is updating these fields as the user? When I am editing
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
"Send with Zoho Sign" broken
Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the
Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been
Free webinar: Digital Signatures for Digital India- Powered by Zoho Sign
Hi there! Following government initiatives like Digital India and #StartupIndia, startups and established businesses in India have jumped on the digital-transformation bandwagon to increase their overall efficiency and stay ahead of their competitors.
Zoho Sign Global Settings vs. Template and Document
Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return
Free webinar: Digital signatures for digital contract management with Zoho CRM
Hi, Businesses globally rely on pen and paper to sign business documents and close deals. By using Zoho Sign's extension for our award-winning CRM platform, Zoho CRM, you can seamlessly send and collect signatures on important business documents like
How to Change Sender Email Address ZOHO SIGN
Hello Team, Greeting of the day, I have a query related to zoho sign, Can we set any custom email address in zoho sign to send the sign document or set any kind of USER Email Address, if anyone have any kind of response please do the comment. Thanks &
Zoho Sign - Links in Template
Zoho Sign allows you to put links in templates. When the sign document comes through, they are coloured/underlined as you would expect for a link. Sadly, you can't actually click the link from within the sign document. Please can you (ideally) allow links
Zoho Sign API - Error while Sending document for signature
Using Zoho Sign API, I am trying to send the document for signature using curl. I get error code 9039. Request is attched in the file. Any solution will be apprciated. { "code": 9039, "message": "Unable to process your request", "status": "failure"
Happy National ESIGN Day!
Happy National ESign Day! Today marks the day the ESIGN Act was passed in the US 24 years ago, making electronic signatures legally valid and equivalent to wet "inked" signatures. Thanks to this piece of landmark legislation, enterprise and business paperwork
Organize and Archive Templates?
Is there a way to organize and or archive templates without deleting them? We have so many templates that the list becomes unruly and difficult to navigate. Also it would be extra helpful if when using a template to send an envelope the screen goes back
Unable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
Possible for first Signer of Sign Form to specify the next signer in the sequence
We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
Ability to Append or Prepend specific signer name field to all documents in an envelope
We use templates regularly and have a need to be able to rename the individual pdf documents contained in an envelope, such that a signer's name is appended or prepended (e.g. Form1 - SignerName). This is critical for us, because of how we process documents
Zoho Writer and Zoho Sign (signer field management)
Hi, We have a CRM mail merge template in development for sending to clients using Zoho Sign. This is a big template, with a lot of signer fields. I have a problem with a few fields repeating on the template when merged, so I think there are fields created
Zoho Writer and Zoho Sign - Size Limit!?
Hi, I am developing a CRM mail merge template which we will be sending to clients to authorise using Zoho Sign. It is a big template. I can merge to a new document fine, but when merging for sign collection, it fails with: There was a problem initiating
Important: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these users
Zoho CRM Mail Merge Bug
Hi team, Ever since Friday (19/04/2024), the function to send Mail Merge documents from Zoho CRM to our clients utilising Zoho Sign is not working - error message "Unable to create document using the selected template. Please try again later or create
Free webinar: Simplifying data collection and document signing with Zoho Sign and Zoho Forms
Hello everyone, Are you still using paper forms and documents to collect critical data and execute business paperwork? If so, going digital can help you greatly reduce paper clutter and administrative costs. Zoho Sign, our digital signature app, integrates
Conditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)
E-stamping via API
Hi, Is it possible to add E-stamp to a document via API?
Zoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening Zoho
Zoho Sign API - How do I get action ID for actions?
I have a template document. I need to create a document from the template and send it to the customer. The api requires an action section for each recipient with action_id. How do I get this action_id? I need to add the recipients dynamically since
Edit Document Name After Status is Completed
Hello, We use many templates to send documents and many times our employees forget to update the Document name from the Default Template Name. Once the document is signed there seems to be no way to edit the Document name any more. Is there a way to make
Can We Include Recipient Details Mail Merge Templates in the Zoho Sign Extension?
Ok, hear me out, because this is kind of a niche feature, but it would be SUPER nice: We use Mail Merge templates in CRM for our contract creation (we don't use a Zoho Sign template, for a variety of reasons). When we upload contracts from a mail merge
Developers ZUG Virtual meetup: Sign, send, and manage documents from your application with Zoho Sign’s APIs and SDKs
Hello everyone! Building a legally valid and secure digital signature app from scratch is time-consuming and requires expertise in multiple areas. Zoho Sign's digital signature API can help developers like you plug and play with your app or website with
Dynamic signers
Hi, Is there a way to, create dynamic and multiple Signers within ZohoSign Templates? Right now it seems that the list of signers is static and for that only way to achieve multiple signers is to create template for each of possibilities (1,2,3,4... n)
how to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
Get file content
Hi guys, How do I get pdf file content content as text string from the file variable below (Is this even possible?) file = zoho.sign.downloadDocument(zohoSignId,"zohosignattachment"); I need this because I need to push the document to an API in a POST
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