zoho sign integration with Zoho creator
is this integration possible?
Zoho sign / CRM - document number are not homogeneous
I create a quote in Zoho CRM. The number is created automatically. Then, I clic on the button "Send for Zoho Sign" The name of the document is generated automatically. Unfortunatelly, I always have a difference of 4 in between the numbers. The quote xxxx017 on ZohoCRM become quote xxxx013 in Zoho sign. I tried to delete everything, desinstall, reinstall. The the difference is still there. What could I do to have homogeneity between both platform ? Thanks,
Free Webinar: Integrating Zoho Sign with G Suite and Microsoft Office 365
Thousands of small and medium-sized enterprises already rely on G Suite and Microsoft Office 365 for their everyday operations. Now, with the Zoho Sign integration, businesses can securely sign, send, and manage documents from anywhere, at any time. Say goodbye to traditional methods of document signing with ink, seal, and paper that offer zero collaboration and a never-ending waiting period. In this webinar, you'll learn how to: Integrate your G Suite/Office 365 account with Zoho Sign Import users
Access Codes
I cannot seem to find a way to denote a specific access code for the recipient to enter. For example, can I designate the code to be the last four or six digits of their SS#? Or any number or code? I don't want to contact them to give them the code, I want the Sign request to tell them to "Please enter the last 6 digits of your SS#"
Zoho Sign - Draw Only Option
I'm trying to figure out if there is any option that only allows my customers to draw their signature only? Maybe it becomes the first in order instead of "typing" your name to generate one. I'm trying to not have my client's type and generate but rather have a more organic signature, if you will. i'm not sure if this is possible but maybe someone can shed light. Thanks in advance.
Webinar Resources: How to close deals faster with the Zoho Sign extension for Zoho CRM
Hello, We conducted a webinar titled 'How to close deals faster with the Zoho Sign extension for Zoho CRM' on January 31, 2019. You can watch the recording of this webinar below. Please find a copy of the deck from the session attached at the bottom of this post. The following is a compilation of the questions asked during the webinar and their respective answers. Questions have been edited or modified for grammar. Similar questions have been merged, and specific use-case-oriented questions have
Free Webinar: How to close deals faster with the Zoho Sign extension for Zoho CRM
At Zoho, we are committed to constantly improving our integrations and providing the most competitive software to help grow your business. We recognize the importance of automation for improving productivity and workflow. At the same time, using a sophisticated, award-winning CRM tool like Zoho CRM has become imperative for businesses looking to scale their operations. We've decided to make things even easier for you by helping you get rid of physical paperwork altogether with the Zoho Sign extension
Announcing the Zoho Sign extension for Microsoft Teams
Hello, We're happy to announce that Zoho Sign now provides an extension for the popular collaboration tool, Microsoft Teams. Using this extension you can access all of Zoho Sign's functions and features directly from the Microsoft Teams application. The extension loads up the Zoho Sign web interface enabling you to upload/import documents, send them for signatures or sign them yourself, and share the signed documents or save them on the cloud, all from just a tab within Microsoft Teams in a seamless
Also in person sign without Zoho Sign Account
I’m not sure why zoho likes to create scenarios where real life possible situations are limited or not supported in your products but it’s frustrating. For sales people 99.999 of prospects will need time to think things through. But once in a while we get lucky and find that one person ready to sign up. At that moment, I’m trying to have them sign the contract without a single delay. We all agree that’s a possible scenario, yes? But with zoho sign that is impossible. You can’t get that prospect
Remove document in progress
Hi How to remove a quote that is in status "in progress"? Thank you
Using Zoho Sign as Administrator, view all organization sign docs
We have been testing Zoho Sign to see if this will work within our current workflow, and hoping to move away from another sign product since we are using the Zoho Suite for much of our systems. One question that I had was using Zoho Sign as an Administrator, is there a view or option to be able to see all documents that are sent from myself and other users within our organization? From the documentation i was reading it looks as if I would only be able to see documents that I have sent out for
I am getting "Access denied by administrator"
Hi Team, I have created a document template with one user login id & i have revoked access permission for that user. And changed ownership to another user who is having Grant permission. When i try to create document from creator with that template using Zoho Sign API i am getting ACCESS DENIED BY ADMINISTRATOR response.
Introducing SignForms to simplify the document signing process
Hello Today we are excited to announce the general availability of SignForms. Gone are the days, you need to import a document, add recipients, fields, and send it out for signing manually every single time. For example, if your company wants to get their social media policy signed by new hires, the human resources team can create a SignForm and embed its URL in your company's onboarding email for new hires to sign and submit. How it works: Create a new template or convert an existing template into
Edit document before sending
I often need to make minor changes to a contract on a per-deal basis. I wish I could to start a "Send for Zoho Sign" process for a given deal by using a pre-populated template, but make those changes before sending it. I see no way to do this other than to first create a new document any time I need to make those changes then use the "Add Document" functionality rather than "Use Template." Is there a way to do as I've described by starting with a template, making the minor changes to it, then sending
Can you integrate Zoho Sign with Zoho CRM?
Is it possible to send documents to sign right from a prospect in Zoho CRM? For example, at the law firm I work at I sometimes use docusign to send retainer agreements but I have to go into a separate app to do so. I think it would be amazing if it is possible to do this straight from Zoho CRM.
Multiple Recipients
I see that I can add recipients to a document, but that appears to mean multiple people can sign the SAME document. But if I want 10 people to sign their own version of a document, is there an easy way to accomplish this? Or do I have to go to Templates and create a document from there 10 different times with those individual recipients? Thanks!
Documentos Zoho Sign
Hola, estamos empezando a utilizar Zoho One y estamos haciendo muchas pruebas. He realizado alguna prueba en Zoho Sign, pero no me deja borrarlo y queremos limpiar las pruebas para empezar de cero. Gracias.
Añadir adjunto en Sales IQ
Hola, queremos añadir documentos adjuntos a nuestros chats de Sales IQ, pero cuando le doy a adjuntar sólo me deja adjuntar los documentos que están en mi ordenador. Quiero saber cómo puedo adjuntar en el chat documentos que estén en Zoho Docs o Documents (dentro de Zoho). Gracias.
Feature announcement: Email domain verification using DKIM in Zoho Sign
We are glad to announce the general availability of the email domain verification feature in Zoho Sign. Administrators already have an option in the account settings to send emails from Zoho Sign using their company's email address. This feature was developed to help companies improve the authenticity and credibility of their message with the recipients. However, when a third-party service like Zoho Sign sends out an email on your behalf, there are many times these emails were considered as spoofing,
Issues with Zoho Sign API
Hi, Objectives I have a custom solution (based on a MEAN - MongoDB, Express, Angular, Node - stack) and am looking to integrate it with our Zoho CRM (and other modules). One of the aspect I'm particularly interested in is Zoho Sign as part of our validation Workflow for both: Purchase Orders and Timesheet. I would like to programmatically issue a Zoho Sign request from my custom solution and act upon completion of the Zoho Sign signing process. Progress so far I have looked at this 2 very interesting
New Integration: Zoho Sign - G Suite
Today we are happy to announce Zoho Sign's integration with G Suite (earlier known as Google Apps). With this integration, you can now enjoy single sign-on access, login to Zoho Sign with the G Suite credentials, import the required users from G Suite into Zoho Sign in a few steps, and sign business documents effortlessly. If you are using Google Drive, you can also open documents stored there with Zoho Sign and perform the document signing process.This integration will help companies to improve
Introducing the Zoho Sign API (Beta)
Hello, Today we're excited to announce the API (Beta) for Zoho Sign. This will help you to integrate your application directly with Zoho Sign programmatically. You can find the complete documentation here: https://www.zoho.com/sign/api With our API you can currently access and manage the following features of Zoho Sign: Document Management Create document Manage document Send documents for signature Get documents list Get document type Create a new document type Create new folder Get folders list
Introducing the all new Enterprise Edition of Sign with Bulk Send and In-Person Signing!
Introducing the Enterprise Edition We have successfully rolled out the enterprise edition which houses two important features: Bulk send and In-person signing! With the enterprise edition we have streamlined many of the difficult tasks done before and have introduced some new features for better performance and throughput. The enterprise edition is also very reasonably priced, at just $20/user/month when paid annually($24 when paid monthly). Send the same documents to multiple recipients using
When using Zoho Sign - does signature have the same legal validity and enforceability?
We use zoho sign to have our clients sign approvals etc. We used another service that stated they were in compliance to make sure that the signature has the same legal validity and enforceability as paper records and handwritten signatures. They kept saying it had to do with the software system. Does Zoho sign comply with any of this? Or whats you take on this issue? We want to make sure that if anything happens and if we need to goto court - the signature will be valid in front of a judge. Thanks,
ZOHO-Forms integration
Am I correct in understanding that there is no integration with ZOHO-Forms? It would be so great to be able to use ZOHO-Forms and have it signed by the recipient! Or, alternatively, to import a Form into ZOHO-Sign and work from there.
Legal validity of ZOHO-Sign-signed documents in Netherlands
In the knowledge-section of ZOHO-Sign I read that a (in ZOHO-Sign) signed document has the same legal validity as a hand-signed paper document. I just wanted to verify that this is also the case in the Netherlands. In short: Is a form signed through ZOHO-Sign legally binding in the Netherlands?
"Envelope Draft for Quotes"
Has anyone run into this error when utilizing the ZOHO Sign utility? "Envelope Draft for Quotes"
"Envelope Draft for Quotes"
Has anyone run into this error when utilizing the ZOHO Sign utility? "Envelope Draft for Quotes"
Where do I go to invite another user?
Apparently I mistyped the email address of one of our employees on initial set up and now I cannot figure out where to go to re-invite her. Equally need to know if this will have to be manually done with every new hire?
Feature Announcement : Rebranding
Personalize your document signing process with Customized Emails and Logos Carry the image of your brand across signatories by customizing the logo and the content of emails sent from Zoho Sign. Custom branding helps you create a feeling of familiarity and integrity with your recipients and much more. Custom Logos and Personalized Emails will give your signatories a relatable experience How many times have you felt so secure with the image of a brand that you didn't have to think twice before making
Why do templates have different field capabilities for signers and recipients?
If I set up a template, I can select to have the customer/client fill in their full name, and many other fields. But, when I select myself, I can only fill in: initial, date, signature, and "text". Why can't I have the same options as the recipient? Or at least let me fill in my own name....leaving it as a free form text field can introduce errors. Ideal: parity between what a customer fills in and what I fill in. Acceptable: Add in "full name' in the template for the intra-business user.
zoho Sign
I am facing problem in unable to upload a file in zoho sign ............
Templates other than text fields
Hi! I am happy that Zoho Sign has rolled out templates! I had a question on using them: right now, the only field type that the originating organization (OO) can set up is a normal text field. For clients, you can require them to have signatures, initials, all sorts of things...but if you are the OO, the only field you can pre-populate is a text field. We send out terms and conditions documents where we need to sign, initial, and date the document. We cannot use the templates because the only
Individual Fields
Hi Zoho, Zoho Sign looks great and we would like to implement that into the current Zoho applications we are using. Quick question: Will it be integrated into Zoho CRM plus? Also I would like to use it for example for on and offboarding and have users set tick boxes for example. Will they be integrated in the future besides the current fields? Also fields like Firstname / Surname could be added instead of just full name. The ideal option would be to have custom fields that can be set.
Pre-filled out fields?
HI ! I am VERY happy to see Zoho Sign as part of the Zoho ONE integration! We can hopefully ditch our $50/month signing platform in fair of this. One question: We have a nondisclosure form, and a terms and conditions form that we send out to many/all clients. It would be nice to have those documents reside in Zoho, with the fields already set up, so that we do not have to manually assign each field each time....that makes the chance of missing a field higher, which could be legally bad for us.
Mobile Phone Usage
I just sent something via Zoho sign that I needed to sign as well as the other party needed to sign. I decided to sign it via an incognito window on my phone, as if to mimic someone who doesnt have a Zoho account. The "I agree" box could not be checked