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
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
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