Free webinar: Zoho Sign use cases in HR and temporary workforce management
Hello, At Zoho, our goal is to build a comprehensive and tightly integrated suite of business apps that serve as an operating system to assist growth and digitization. We presently offer 45+ customizable apps across major business categories, providing a digital backbone that suits organizations' perpetually expanding list of operational needs. Zoho Sign, our digital signature app, was launched to help businesses securely sign, send, and manage legally-binding business documents from anywhere. Zoho
Free webinar: Zoho Sign's integration use cases with a dozen Zoho apps
Hello, At Zoho, we’re building one of the most comprehensive and tightly integrated suites of business apps. We currently offer 45+ apps in all major business categories, including finance, human resources, sales, marketing, customer support, and back-office operations. Zoho Sign, our digital signature app, was launched to help businesses securely sign, send, and manage legally-binding business documents from anywhere. Staying true to our company’s vision, Zoho Sign now readily integrates over a
Sign Date to CRM Date field?
Is it possible to have the date a Sign documented is completed pre-populate a CRM date field? Example, customer signs document in Sign and that date pre-populates a CRM date field called "date agreement signed" Because next, I want to set up a Writer
Upload Signed Documents to OneDrive using APIs
Is it possible to get the PDF file of a signed document and upload it to OneDrive using APIs. I want to indicate with code the destination folder when a document is signed. I'm trying using the OneDrive API. I'm able to create txt files, and a PDF file,
New Integration: Zoho Sign - Microsoft Office 365
Today we are happy to announce the general availability of Zoho Sign's integration with Microsoft Office 365. With this integration, users can now directly login to Zoho Sign with their existing Office 365 credentials, enjoy single sign-on access, import users from Office 365 into Zoho Sign in a couple of steps, get documents signed effortlessly, and export/import documents easily into OneDrive. This integration will also help administrators to improve productivity, security and overall user experience
Custom Z.CRM Fields
in the contracts we can add fields that are in the CRM such as telephone, company address ...? Thank you
Zoho sign scopes in authtoken
Hi, I would like to create an authtoken for ZohoSign (I would need just to read the signed documents) but I cannot create the authtoken, I always get INVALID_API_AUTHTOKEN_SCOPE error. I'm making a HTTP Post to: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoSign/signapi&EMAIL_ID=******@*****.it&PASSWORD=*******&DISPLAY_NAME=***
Free webinar: Zoho Sign integration with Zoho Finance apps
Hello, Zoho Sign, our complete digital signature solution for signing business documents quickly and securely, now has a slew of integrations with Zoho Finance apps that includes Books, Invoice, and Inventory. E-signatures save your business time and money while allowing you to scale operations without any hassles. In this webinar, we'll demonstrate how Zoho Sign's integration with these Zoho Finance apps can help you create and send digitally signed invoices and estimates to your customers, as well
User Specific Automation WITHOUT API
Hi - We keep encountering this road block. Not sure if its by design, user error, or a bit of both. We have tried custom function, zoho flow, zapier, and whatever else we can think of to automate something fairly simple. The automation itself is working,
Zoho Sign API - Error while getting the documents list
I am trying to get the documents list. I use PHP curl request to call the api. $data_string = urlencode('data={"page_context":{"row_count":10,"start_index":1,"search_columns":{},"sort_column":"created_time","sort_order":"DESC"}}'); $url = "https://sign.zoho.com/api/v1/requests?"
Setting up default fields when selecting "Send to zoho sign"
Hi I had sent an email to support a few weeks back but never got an answer. Is there a way we can set up a custom button so that when we click on "send for zoho sign" on a deal it will do the following automatically: 1) Set a mail merge template 2) Set
Request Type Id
Hello, According to the official documentation of the Zoho Sign API, in the Create document endpoint, there is some field called request_type_id, curl https://sign.zoho.com/api/v1/requests \ -H "Authorization: Zoho-oauthtoken <Oauth Token>"\ -F 'file=@Path
Free webinar: Zoho Sign in 2019 - A Live Q&A with our experts
We're just a month away from the 2020s, and Zoho Sign, our digital signature solution, has come a long way in helping businesses around the globe go paperless. Time has indeed passed by quickly, and the Zoho Sign family has grown to include several thousand businesses across multiple domains. Our goal for the new decade is to help even more organizations adopt digital signatures. Our upcoming webinar will highlight Zoho Sign's 2019 additions and facilitate an exclusive live discussion between members
Zoho Sign: Product Updates - Q4, 2019
Hello, The holiday season is upon us and we are just over a month away from the 2020s! While time has indeed flown by quickly, we would like to take a few minutes here to outline the recent highlights in Zoho Sign's journey as a digital signature app. We had ended our last update post by stating that there were some major exciting integrations lined up for release in this quarter, and we are not here to say otherwise. Over the past couple of months, Zoho Sign has had some of its most awaited integrations
Zoho CRM Zoho Sign extension - Missing add Workdrive document
Hi, Zoho Sign has recently received an integration with Workdrive, which means you can import a Workdrive document into Zoho Sign before setting it up for e-signature. (Screenshot 43). The problem is that this new integration is not available for the
Language of the email/general conditions/instruction
Hi, I have client with different language (english/german/french/italian), and to send the right type of contract, I select my template but how do zoho sign detect the language of the receiver of my contract ? Like the base automatic email, the general
Difficulty viewing sent document when trying to sign on phone
Hello, We are just getting started on Zoho Sign. I am experiencing no issues sending a document to myself, or completing a document when I view it on a computer. However, when I try to complete the same document while viewing on my phones email inbox,
How to populate form fields from the api
I have a document that has text tags i.e {{Textfield:Recipient1*:totalMontlyRent}}. Is there a way I can populate this field from the API so that the resultant document is dynamic? Please, this is urgent. Thanks
Unable to add contact (to sign) on Ipad Air (Ipad Air
Hello, i am having issue with being unable to add contacts to sign when using Zoho Sign. This only happens when using tablet. I have tried using the Zoho CRM (Version 3.5.2) app (from ios store), as well as the latest safari and latest chrome browser.
Free Webinar: Expedite business paperwork with smart document automation using Zoho Sign + Formstack Documents
Zoho Sign–our complete digital signature solution for business signatories–now integrates with Formstack Documents (formerly WebMerge), a cloud-based document generation and automation tool that leverages an extensive list of integrated services with over 150 third-party applications spanning categories such as payments, accounting, CRM, HRMS, and online forms to help streamline paperwork. In this webinar, experts from both Zoho Sign and the Formstack Documents team will explore how you can use Formstack
How to obtain link instead of sending mail to client
Hello again, my newest inquiry is regarding the email that is sent to the client to get them to sign. Is there a way for me to obtain the link that is sent in that email, so that the client never receives an email from zoho and i can instead send an email
What's wrong with this JSON?
Can't seem to figure out what's wrong with this JSON i'm using to update a document before sending it to be signed. I'm currently trying to figure out how zoho works so I can integrate it with my platform but I'm out of luck. here's my file: { "requests":
Zoho Sign API - Create a document from template.
1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using
When creating "In hosting" session, it sometimes emails rather than show the "pass control" screen
Hello, I am having a problem that seems to be random. I am creating a deal, when selecting the "send for zoho sign" button, i make sure I add the contacts and select "In person sign" options. It sometimes does show the "pass control" screen that effectively
How to show multi-select options from deal in a pdf?
Hello, using zoho sign to show details that have been selected on a deal to show up on pdf. For example, i have a Multi-Select field with several options, and when using Zoho Sign I would like those options selected to appear on pdf (to be signed). I
Free Webinar: Accelerate business paperwork with digital signature workflow automation
Zoho Sign–our quick and complete digital signature solution–is ready to integrate with any application that helps you run your business on a daily basis, especially if it means helping you get your documents signed in a smooth, quick, and convenient manner. However, with a plethora of applications being used by businesses across the world, a direct integration between these apps and Zoho Sign that caters to your needs may not exist! Enter Zoho Flow, our very own powerful integration platform, that
Announcing the Zoho Sign app for macOS Catalina
Hello, Zoho Sign is now available on macOS Catalina! You can perform all the basic signing operations right from the desktop app. You heard us right. Following the recent release of iOS13 and iPadOS, the excitement continues for Zoho Sign users with the release of macOS Catalina. And guess what? Our app is even featured on the Mac App Store! With macOS Catalina, Zoho Sign brings to the table an assortment of enhanced input capabilities and other accessibility improvements that can help business owners handle
Zoho Sign - speed - significant delays
Hi - In using Zoho Sign today in building documents for signature, the service has been incredibly slow. Specifically when adding fields into a document for signature. I have tried using both Chrome and Firefox and have cleared out cache and rebooted
Can forms be signed without having to be emailed to client?
Hello all, I would like to use Zoho Sign to allow customers that come into place of business to immediately sign a disclaimer prior to getting service. From the tutorials and guides, it seems the form would need to be emailed out first. Is it possible
Can Zoho Sign be used for Mandate forms?
There are many applications of mandate forms, especially in the Fintech space, where a wet signature is required on mandate forms by customers. eMandate has not yet come back into place, and the whole experience is very cumbersome now not only for the
Introducing Zoho Sign's integration with Zapier
Hello, At Zoho Sign, we'd love to integrate with any application that helps you run your business on a daily basis, especially if it helps you get your paperwork signed in an easier, quicker, and more convenient manner. Keeping in line with this notion, we've added a huge feather to our cap of integrations. We are excited to announce that Zoho Sign is now available for use inside the popular and powerful integration platform Zapier! That's right, you can now connect Zoho Sign with 1500+ external
Legal Disclosure Box and Verify Identity Pages
These pages are confusing. The Verify identity page has a button that says "Proceed to sign", Some customers may think they are being forced to sign, whereas the documents we send are informational with an option to sign. The "Proceed to sign" but should
SMS link to document
Hello We presently use Adobe Sign. 82% of our customers who apply for our product online are on a mobile phone. We need to be able to not only email clients a document link, but send it via SMS. Could Adobe Sign support these either via (a) existing native
Zoho Sign: Product Updates - Q2-Q3, 2019
Hello, In our last update at the start of Q2, we had announced that there were a few major features and releases lined up for Zoho Sign. Staying true to that, over the last couple of months, we have been slowly rolling them out one after the other. Here's a quick summary of these product updates, followed by a brief note on each feature. What's new? Blockchain-based timestamping Webhooks Approver action in sign workflows Custom organization email address addition New signer field for uploading attachments
Zoho Sign in iOS 13 - What's new?
Hello, Apple has kept people on the edge of their seats, dropping back-to-back announcements in recent weeks. Allow us to keep the euphoria running by adding our own fuel to the mix. With iOS 13 coming out, an enhanced and sleek digital signing experience awaits you in the updated Zoho Sign app! A big upgrade over previous editions, Zoho Sign in iOS 13 offers a host of new features that add automation and multi-tasking capabilities, making everything much more convenient for you. This allows users
Zoho Sign Blank
HI all - my users are reporting that when they attempt to sign in as a guest, the zoho sign image for the document is blank. I have followed the link as well and it's blank. I tried from both chrome and edge. This is frustrating and started happening
Free webinar: eSign business documents on the go with Zoho Sign mobile apps
Hello, Staying on top of business documents like contracts, approvals, or hiring agreements is essential in today's highly competitive business landscape—you can't afford to keep customers and employees waiting. The Zoho Sign digital signature app helps you quickly sign, send, and manage documents like this from anywhere. This upcoming webinar will show you how to accelerate your business processes with digital signatures and deliver great experiences to your stakeholders. Our native mobile apps
Error code 4010 when submitting document for signature - what does it mean?
I get this error when I submit a document for signature using the API: {"code":4010,"message":"No field exists for the selected action","status":"failure"} Can you help me understand what this means? The action I am posting is a "SIGN" action and I have
Sending invoice automatically when a contract is signed by client.
So we create am invoice for a contact when they are interested in purchasing a product. We send the client the contract via ZohoSign Documents. As soon as the client signs the contract we want the invoice to be sent to the client automatically. Can this
Writer document in Workdrive to be signed...
HI, I've the task to create a template which will be used as commercial offer for signing. The template document is located in a team folder in Workdrive, using Writer as editor. For each customer, we edit this template to fit the offer, then send to
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