Zoho Sign: Product Updates - Year-end, 2020

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 cheer.

At Zoho Sign, our team was called upon by the prevailing circumstances to respond to tens of thousands of businesses transitioning to contactless digital signing overnight. And respond we did, albeit remotely, as we worked round the clock ramping up development and support activities to help our users get their paperwork signed online.

The upcoming months appear to promise a return to normalcy but it is safe to say that changes like the adoption of digital signatures are here to stay for good. Before we set foot in 2021, let me take a few minutes to outline all the updates from Zoho Sign's journey in the second half of 2020.

What's new?
  • New signer stamp field
  • Validation for Text field input
  • Automation credits
  • Enhancement to sending completed documents
  • Streamlined signing interface
  • Increased signature request and file size
  • Updated mobile apps for Apple devices
    • Zoho Sign for iOS 14
    • Zoho Sign for iPadOS 14
    • Zoho Sign for macOS Big Sur
  • Improved mobile app for Android
  • Add-in for Outlook
  • Enhanced integrations
    • Cloud import, bulk send, and email templates in Zoho CRM
    • Bulk offer letter generation in Zoho Recruit
    • Cloud import and signer redirection in Zoho People
    • Tighter integration with Zoho Writer
    • Client estimate signing and credit notes in Zoho Finance
    • More action modules in Integromat
    • Updated interface in Microsoft Teams
New signer stamp field
The new Stamp signer field allows signers to add an image of their personal or company stamp to documents. This helps signers reinforce their authority as an individual or organizational signatory. Similar to their e-signature, users can now also add their stamp to their Zoho Sign profile and re-use it when self-signing documents.



Validation for Text field input
The Text signer field which can accept any type of character input can now be limited to accept only certain types of data. Users can specify a format for each field which can be used to validate the signer input in real-time and prevent invalid entries. Users can also customize this validation by specifying a user-defined regex.



Automation credits
Organizations in the Enterprise plan now receive monthly automation credits, an amount proportionate to their licensed user count. This will enable users to explore, build, and automate custom Zoho Sign document workflows across supported apps within the Zoho ecosystem at no additional cost. Learn more



Enhancement to sending completed documents
Users can now choose to send the completed documents to the recipients either as file attachments or via a document link in an email. This can be configured under Sending options in the Account settings section.



Streamlined signing interface
A revamped signing interface now reduces the number of steps and clicks required to sign documents. This has been designed to offer a much more seamless and intuitive experience for guest signers and eliminate the need for additional assistance.



Increased signature request and file size
Users can now add up to 40 files in a document signature request and up to a total size of 40MB.

Updated mobile apps for Apple devices
  • Zoho Sign for iOS 14
    Users can now access and manage their SignForms on the mobile app and add widgets to track and manage their paperwork from the home screen. In addition, the App Clips feature enables any iOS 14 user to quickly sign SignForm documents via a lightweight workflow, even if they don’t have the Zoho Sign app installed.
      
  • Zoho Sign for iPadOS 14
    Users can access all the functionalities of iOS 14 on their iPad and also use their Apple Pencil to write on text fields when signing documents or sending them out for signatures. iPadOS's built-in Scribble OCR technology then automatically converts the handwritten inputs to text.


  • Zoho Sign for macOS Big Sur
    Zoho Sign brings all the features of the iOS 14 and the iPadOS 14 apps to the macOS app along with a refreshed user interface containing a new sidebar, updated menus, photo picker, and date picker in style with Big Sur.


Improved mobile app for Android
A brand-new stylish user interface, with a wide array of menu and accessibility options, allows users to enjoy an improved mobile signing experience on their Android devices now. The app also supports Dark Mode now.



Add-in for Outlook
Users can now add documents from their email attachments and create sign workflows to collect signatures and obtain approvals directly from their Outlook mailbox. This add-in is available in Outlook only via Microsoft Exchange or Office 365.



Enhanced integrations
  • Cloud import, bulk send, and email templates in Zoho CRM
    The Zoho Sign extension now allows users to import files from cloud storage services when creating sign workflows. Users can also select multiple records in the supported modules and initiate a bulk send sign workflow directly from the respective module screen. In addition, users can use a CRM email template associated with the respective module in the place of the Zoho Sign email template when sending documents out for signatures.

  • Bulk offer letter generation in Zoho Recruit
    Users can now select multiple records associated to a job opening and initiate bulk offer letter generation directly from the Candidates module.

  • Cloud import and signer redirection in Zoho People
    Users can now import documents from cloud storage services when creating e-signature workflows. The workflows can also be configured to redirect the signers to custom URLs upon performing specific document actions.

  • Tighter integration with Zoho Writer
    A tightly integrated interface now allows for neat field addition and easy workflow configuration. Users can set signer vernacular, add additional attachments to the documents being sent for signatures, save workflow configurations for repeated jobs, and recall the documents that have already been sent out. Additionally, the workflows can also be configured to automatically save the signed documents back to WorkDrive and execute custom functions upon completion.

  • Client estimate signing and credit notes in Zoho Finance
    Users can now send estimates that can be accepted and signed by clients directly from the emails they receive. This enables clients without client portal access to accept and sign estimates, while clients with client portal access no longer need to sign in to do so. In addition, credit notes can also be digitally signed before being sent to customers.

  • More action modules in Integromat
    You can now connect Zoho Sign with 600+ external apps via even more action modules to build advanced automated workflows or Scenarios. You can send a document, get the details of a document, get the signer field data from a signed document, and download a document using the new action modules.

  • Updated interface in Microsoft Teams
    An updated user interface with sleek menu options now allows users to switch between Zoho Sign and the other tabs within the Microsoft Teams app seamlessly.


Feel free to explore these updates and enhanced integrations, and please share the news with your customers. You can keep watching this space for more news on our upcoming releases - we have got some big ones lined up!

Do comment below if you need any other details on the updates presented above. For any other support and assistance, please write to support@zohosign.com.

Happy Zoho Signing! Happy Holidays!

Regards,
Sai Anand


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

            Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Blog Widget: Show recent blog posts on my homepage

                                    Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog
                                  • How to iterate through excel data using zoho rpa

                                    I wanted to iterate or loop through excel data ( datatable). How can i do that
                                  • Zoho Commerce

                                    Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                  • Mass (Pull back) (Close WOs) (Close APs)

                                    Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass
                                  • Customising Zohidesk portal default widgets

                                    Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them
                                  • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                    when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
                                  • Seamless multilingual messaging and tone control in Zia IM Composer

                                    Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
                                  • Advanced Deluge help needed with custom function and COQL limits

                                    I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
                                  • Tip of the Week - Conditional Formatting Chart

                                    Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
                                  • Zoho Learn - AI Translate

                                    Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
                                  • Payroll In Canada

                                    Hi, When can we expect to have payroll in Canada with books 
                                  • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

                                    Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                  • Introducing auto-upgrade in Zoho LandingPage

                                    Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
                                  • Workdrive comment links stopped working.

                                    I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
                                  • How to Bulk-Update Sales Orders in CRM

                                    Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                  • Zoho ToDo in Cliq

                                    Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                  • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

                                    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
                                  • Changing an agents email address

                                    How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?
                                  • Zoho CRM - Potentials Tab

                                    Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
                                  • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                    Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                  • Unable to create embed code for resource of workdrive using API

                                    Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
                                  • Feature Request - Insert URL Links in Folders

                                    I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                  • not able to convert pdf to jpg and other forms and vice versa.

                                    i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                  • Enable / show scroll bar when Mega Menu is opened

                                    Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
                                  • Reports: Custom Search Function Fields

                                    Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                  • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                    Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                  • How can I transfer data from Production to Development environment?

                                    Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
                                  • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                    Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                  • New portal SAML authentication error: User not found

                                    Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting
                                  • Devis et facture multi page

                                    Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité
                                  • Rotate an Image in Workdrive Image Editor

                                    I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
                                  • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

                                    Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to
                                  • How to Send Email from within a custom module (with or without an email template)

                                    It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't
                                  • Convert invoice from zoho to xml with all details

                                    How to convert an Invoice to XML format with all details
                                  • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

                                    Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.
                                  • Custom View - Sort by Custom Field

                                    I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending
                                  • Zoho Indeed Intergation not pulling candidate details

                                    We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since
                                  • Custom View of tickets created today

                                    How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".
                                  • Lifecycle Reports

                                    From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,
                                  • Zoho Forms - Print Button on Forms

                                    Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.
                                  • Next Page