Template action not getting updated through api call
I tried to update a template using this API https://www.zoho.com/sign/api/#update-template I am sending this for the body of the request { "templates": { "actions": [ { "action_type": "SIGN", "role": "1", "recipient_name": "My name", "recipient_email":
Zoho Sign Question
Is there a way for a document to use zoho sign filled out by the recipient first and then counter signed by the sender?
Zoho Sign Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us Tuesday, March 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss Zoho's e-signature software - Zoho Sign. Presented by Brett Martin and Tyler Colt from
Zoho Sign Completion Certificate Using Flash
We recently needed to open a completion certificate pdf and since Flash Player's EOL the file will no longer open. Is there a workaround for this problem?
Free webinar: E-signing business paperwork with Zoho Sign and Zoho Workplace apps
Hello, Do you still physically print and/or scan your business documents to get them signed by your employees, business associates, and customers? Zoho Sign, our complete digital signature application, now integrates with popular Zoho Workplace apps—Zoho
Zoho Sign Automation
We are trying to get Zoho Sign to be a little more automated. We would like automate the progression of the sales document, after the customer signs the sales document, changing the status of the sales order. I see the module id and the document ID, so
Any way to automate mail merge and zoho sign using workflow
Hi I know that within a CRM I can specify to merge document from deal and then send it off for signatures using Zoho Sign manually. Is there a custom function or any way that I can automate creating the mail merged document and sending for signature with
Zoho sign
Hi, I sent a contract via zoho sign yesterday arounb 15.30 and my client has still not recieved it? Is this normal time frames for Zoho sign?
Zoho Sign APP and repeated fields pre-filling
In the Desktop version if i have 2 fields with the same label, i can fill the data in the 1st then when i click on the 2nd field with the same label (e.g. social security number) it gets auto-filled with the data from the 1st field. E.g. 1st page ->
Zoho Sign precompilation
Greetings, my company uses Zoho Sign to sign contracts. We've been setting all the fields to "precompilated by me", so there used to be a long list of fields in the same order they appear on the mapped model. Since late December we have a huge issue,
Zoho Sign: Product Updates - Year-end, 2020
Hello! The end of 2020 is finally here. As we look back, this year has undoubtedly been a challenging ordeal for both businesses and households. We hope that you and your loved ones are in good health and that this holiday season brings you nothing but
Zoho Sign Not Sending Emails Out
Zoho sign suddenly stopped sending out our emails. Our business as a school revolves around getting signed documents from students, and this has brought us to a halt. I cannot get any emails answered from Zoho even though it's been 5 days since the
Free webinar: Zoho Sign in 2020 - A live Q&A with our experts
2020 has undoubtedly been a turbulent year for everybody. People were confined to their homes and asked to work remotely and observe social distancing. As tens of thousands of businesses went remote, contactless signing became the norm causing digital
Zoho Creator- Zoho Sign Integration
Hi there, I am creating a little ap in Creator to manage customer cancellations. I have created a form which populates with data from our crm. The idea is that the customer is then sent the form with pre-populated fields (which are locked for editing)
How to get Date send and date sign ?
Hi, Today, when I make a request with Postman, or with cUrl, I can see multiple field with date like created_time... but the value of this field is a number, and I want to know, first if it's possible to get the date of document send, and the date signature
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": {},'
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, the ability to have a custom domain mapping would be of great value. Thanks, Marc
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 to error,"active signform limit reached". This is different than limit reached for signform responses because we still have 100+ credits (and my boss just bought more hoping it might fix the issue, it didnt...). Is there truly a limit to the number
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 that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign up process.
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 template?
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,
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