Notice regarding API notation changes in Zoho Sign for Zoho CRM
Hello, We wanted to notify you about a change we are making to the API notations in Zoho CRM which will affect the Zoho Sign extension for Zoho CRM. Over the next few days, we will be moving from dot-based (.) notations to double underscore-based (__)
Zoho Sign-Save and Finish Later
We are consistently sending out documents and service agreements to our clients that need to sign and send back but sometimes they need to research. When it times out, Zoho Sign doesn't save so they can continue later. Please Please Add this funct
How to get sign template ?
Hello, Today, I can send a template to sign, I can get the link of the template sign. But I don't know how to get the link, or the path to the template when he is sign. It's possible to you to explain, how I can get the link of the template when he was
Use CreateTemplate in PHP
Hello, I use Zoho Sign to make virtual sign, and I use this with PHP. So I have this code : $actionMap = array( "field_data" => [' "field_text_data": {}, "field_boolean_data": {}, "field_date_data": {},' ], ); $eachActionMap1 = array( "recipient_name"
i cant login same users
Hallo repair login my user see atachement Lubos
Can writer be embeded so that I can update a document without having to reupload or reimport it?
This would save a ton of time.... make the template and documents editable like they are in PandaDoc
Zoho forms integration with Zoho Sign - about attachments
Hi, I activated the integration between zohp Forms and Sign. Is there a way to pass an attachment loaded in Zoho Forms for the signature flow? If not any suggestion? Thanks, Andrea
Templates/Themes
Hi - It would be great if you setup the ability to create custom themes for Zoho Sign similar to that in Zoho Forms. Essentially the same set-up as Zoho Forms would work - to be able to further allow customized branding in our signature portal. Additionally,
Free webinar: Cybersecurity best practices for using digital signatures
The U.S. Department of Homeland Security and the National Cyber Security Alliance (NCSA) has designated October as Cybersecurity Awareness Month every year since 2004. During this month, they encourage government and private organizations to educate their
Zoho Sign: Active Signform limit reached
This one got me confused. Everytime I search it I see info about RESPONSES from signforms being limited by automation credits but nothing about a limit of active signforms. We ran into a problem where we need another signform and we cant make one due
Free webinar: Leveraging form-based eSign workflows for business automation with Zoho Sign + Zoho Forms
Hello, Zoho Sign, our digital signature solution, enables businesses to completely digitize their paperwork by moving documents online and collecting signatures on them in just a few clicks. Zoho Forms, our no-code form building tool, helps businesses set up forms for quickly collecting and processing data directly through online web forms and offline mobile forms. Integrating the two apps to build form-based e-sign workflows allows routine data collection and paperwork to be streamlined and combined
Zoho Sign and Zoho CRM
Hola, Utilizamos Zoho CRM y Zoho Sign, ¿podemos vincular los documentos firmados a través de Zoho SIgn a la ficha de contacto/cliente en nuestra app de Zoho CRM? Gracias, Sheila.
Introducing API Edition, API and SMS Credits in Zoho Sign
Hello, Today, we are excited to announce the general availability of Zoho Sign's application programming interface (API) plan for developers and tech-savvy users. With this new plan, developers can now easily incorporate digital signatures and workflows into their own apps and systems. They can also purchase the API plan directly online and roll out their integration in less than a day. Zoho Sign APIs allows users to perform user management, document management, and other operations directly, without
Enhancement to client estimate signing in the Zoho Sign-Zoho Finance integration
Hello, We're happy to announce the release of a widely requested enhancement in the Zoho Sign-Zoho Finance integration. Users can now send estimates that can be accepted and signed by clients directly from the emails they receive. This enables clients
Zoho sign and Zoho CRM Mail Merge
Zoho Sign team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send
Free webinar: Digitally sign your sales documents with the Zoho Sign extension for Zoho CRM
At Zoho, we are building one of the most tightly integrated suites of apps to help grow your business. Our apps talk to each other seamlessly, improving your business productivity and workflows. Today, companies of all sizes need an integrated customer relationship management platform like Zoho CRM to convert leads quickly, engage with customers, and boost revenue. Managing your sales paperwork during this remote work scenario is an additional pain for any company. However, you can get rid of this
Defining Field constraints for Template Text Field
I don't seem to have the ability to set a limit on the width of text in a form. Regardless of where I set the actual text box, it expands outside the desired text area. Is there a way to limit the width of text when using this field in a Sign templa
Will the Zoho Sign API-Only plan work for my use case?
I am already using Zoho CRM Enterprise edition and now would like to integrate Zoho Sign. From my research, it looks like the API is what I'm looking for, but then on the Zoho Sign API Pricing page, this threw me off a little: What if I want to use Zoho Sign with its built-in interface and also use APIs for integration? You can use Zoho Sign with its built-in interface across the web and mobile platforms even with an API-only license. However, you will continue to be charged on the basis of usage,
Free webinar: Setting up Zoho Sign API automation in under 5 minutes
Businesses around the world are continuing to go remote, but in spite of the availability of tools for remote work and collaboration, working from home still poses a challenge for business professionals. With numerous distractions vying for one's attention at home, conducting business can quickly become stressful, especially when there is paperwork involved that needs signatures. This can be easily overcome with a digital signature app like Zoho Sign that enables users to completely automate their
Zoho Sign: Product Updates - Mid-2020
Hello! We hope that this post finds you, your loved ones, and your business in good health. We are halfway through 2020, and therefore, would like to provide an update outlining the changes we have introduced in Zoho Sign over the past six months. What's
Celebrate National ESign Day with Zoho Sign
Hello, It's National ESign Day today, and there cannot be a better occasion to talk about the benefits of using e-signatures! National ESign Day is observed on the 30th of June every year since 2000 when the ESIGN Act was passed by the US Congress. This granted legal recognition for documents signed using electronic signatures and kick-started a global movement towards paperless signing across industries. Zoho Sign, Zoho's digital signature application, has already transformed thousands of businesses
Zoho Sign Mail merge Template
Hello to Everyone! Is there a way to attach a different (s) Image (s) to each Zoho Sign document that I send vial mail without editing the mail merge template?
Free webinar: New Zoho Sign features and a live Q&A session with our experts
As businesses of all sizes across the globe go through a rapid digital transformation in all departments, they're also adopting a remote work culture without a second thought. At Zoho, our entire company has also been working remotely for a while now, focusing on improving your experience during these critical times. A digital signature app like Zoho Sign is one of the important applications to keep your business up and running in the current scenario. Keeping that in mind, we recently released a
Page breaks for Word documents are not respected
It seems that Sign does not respect the page breaks created on the Word document, when the same document is uploaded as a template. Can this be fixed?
Introducing Automated Signing Workflows in Zoho Writer using Zoho Sign
Hello, We take immense pleasure in announcing the launch of an enhanced Zoho Sign integration within Zoho Writer to help automate signature collection. Earlier, you could only sign and send documents on Writer, or upload Writer documents to Zoho Sign and operate on them from the Sign UI to collect signatures. This latest enhancement, however, makes it simpler and much more convenient by enabling you to create documents, add signers, insert and customize signature fields, send documents for signatures,
Vendors
Our company uses contracts for vendors. However, it doesn’t appear that Zoho sign installs a button in the vendors module. I assume the only way that I can add this to vendors is if I create a custom button. If so, what’s the url?
Zoho Sign webhooks
I'm trying to get a Zoho Sign webhook to work with a standalon REST API function in Zoho CRM. The webhook set up in Zoho Sign is calling the function, but I don't know what I need to name the argument in order to receive what Sign is sending. I looked at the documentation, but it's not clear what argument to give the name of the function so as to get the object that the webhook is sending. I looked at this help article but it's still not very clear what is sent. Does it send anything? If it does,
Sending bulk documents to signer
We generate a number of invoices/contracts a day, and these need to be by the director. Is there a way to upload these documents in a batch, have them signed and get a SEPARATE completion certificate for each document?
Zoho Sign - expire_by date format
Trying to write a function to extend the expiry date on Zoho Sign by 3 days. When reading data, the expiry date appears as follows: "expire_by": 1522866540000 Reading this and turning it in to a standard date format is fine. How can I take a standard
Zoho Flow / Zoho Sign - Null Values
I have a CRM webhook that passes data to Zoho Sign via Zoho Flow. If CRM fields are empty, the webhook passes null values to Flow. When the sign document is received, rather than showing empty fields, it leaves the field name in. This makes the document
Free webinar: E-Sign business paperwork using Zoho Sign and Google Apps
Hello, Despite the sudden prevalence of tools with remote working capabilities to help organizations practicing social distancing, business deals still hinge on a substantial amount of paperwork being carried out, which can prove to be a huge hurdle with the conventional pen-and-paper approach. Zoho Sign, our digital signature application, can help completely digitize paperwork in a hassle-free, legal, and secure manner while greatly reducing the associated costs and turnaround time. Furthermore,
Private Key in Zoho Sign
Hi, Zoho Sign uses Public Key Cryptography which means there is a pair of public key and private key involved in every signing. If I send a document for a non-zoho user to sign, what would be the private key of the non-zoho user? If authority comes and
Zoho Sign - Send Reminder
I would like to create a function that sends reminders for Zoho Sign documents that haven't been returned. I don't want automatic reminders turned on. I want it to form part of a workflow. Is there a way to do this from CRM, if I have the document i
Introducing Zoho Sign’s integration with Integromat
Hello, We hope this announcement finds you in sound health amid the ongoing situation. The unprecedented global COVID-19 pandemic has cut off several physical links in the way businesses operate forcing them to go entirely remote. As a result, organizations, both big and small, are aggressively adopting digital applications and online tools to keep their wheels running. As you already know, Zoho Sign helps businesses collaborate and collect signatures on documents and manage the signed paperwork
Heirarcy folder stucture
It would be ideal to have a hierarchical folder structure so to able to classify document. ex. HR Documents Support Department Agent folder
Zoho Flow: Zoho Sign - Document Received - Template Fields
I have a Zoho Sign template that gets sent out by Zoho Flow. It has a number of fields on it. The default value of those fields is set via Zoho Flow from CRM. When the signer has completed the document, I want to be able to update the CRM with any amended
Full Name vs. First Name / Last Name
Hi Is it possible to have two additional fields labelled First Name and Last Name to add to a Zoho sign Template? I have insurance forms that have two separate box fields labelled first name / last name Full Name doesn't cut it Can anyone help? Please
Important Change Suggestions for Consumer Signing Transactions
We have sought UK legal advice on esignatures. Whilst they are valid, the key we are told is to demonstrate that terms and conditions have been brought to a customer's attention. This is very important in B2C transactions in UK law. The big problem with
Error adding a user
We have 2 users in Zoho One, and we want to register the second user in sign. But we get the following error "The user is already present in another account" the user is not in that app ( image 2 ) How can we solve it?
URGENT: Quota Increase
We are using Zoho SignForm and launched it on our website as well as social media and now it says we have reached the limit and need to upgrade our plan. We are already on Zoho Enterprise plan. PLease assist/advise urgently we need to fix this. awaiting
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