Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Is there a way to set Document Owner/Sender via the API
When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?Remove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanZoho Sign Automation
I want a more seemly and automated integration between Zoho CRM and Zoho Sign. I recently signed up for your Zoho One trial and I just added the Zoho Sign marketplace integration to Zoho CRM. It's okay but has challenges. For example, even though I'mSigning more than one document at a time
Is it just my ignorance, is it not possible to sign more than one document at a time? If not, how do I deal with an addendum to a document?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 thisZoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedMobile signing for customers
The zohosign app is good from a company prospective, but the signing option for clients when they open the email in the phone is not great. The mobile signing platform could use some refinement as some clients have been unable ot sign through their phonezoho sign integration with Zoho creator
is this integration possible?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 thanCondition to skip recipient signature
Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integrationhow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Zoho Sign Reminder email template
Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a templateDynamic signers
Hi, Is there a way to, create dynamic and multiple Signers within ZohoSign Templates? Right now it seems that the list of signers is static and for that only way to achieve multiple signers is to create template for each of possibilities (1,2,3,4... n)Zoho Sign / CRM integration - stop unsigned documents being attached
I'm using the the CRM/Sign integration to send documents for signature from Zoho CRM. I noticed that an unsigned copy of the document is added as an attachment in the CRM. Is there a way to stop this? I only want signed documents to be attached. The unsignedMobile 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"{"code":4003,"message":"Access to view the document is denied","status":"failure"}"
We want to use embed signing. Trying to get the embed URL but it gives me this error. Was able to get action_id and request_id . $hostdomain = "remove_for_security_reasons."; $url = "https://sign.zoho.com/api/v1/requests/{$request_id}/actions/{$action_id}/embedtoken?host={$hostdomain}";Embedded signing with prefilled data
Hi guys, we want to embed the signing of a document in our page, but are struggling to figure out the proper steps, I have a few options I've been testing, if you can help me with any/all of them, that would be great. Option 1 - BEST CASE - TemplatesZoho 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 usingHow use .PK12 certifcate for sign
Hello! Is it possible to use my personal digital certificate (as a COMMODO .pk12) to sign documents? Thank youHow to get the URL when I send a template to sign ?
Hello, I want to know how can I get the URL of template who is send at the people. I have the code bellow : $requestData = '{ "templates": { "field_data": { "field_text_data": { "Prénom":"'.$nom.'",Remove Zoho Heading Line
Hi, There is one line shown on the document we upload using Zoho Sign. How we can remove that?Refresh token not appearing
Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,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 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?"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,Send Zoho Form information to Zoho Sign
We created a Zoho Form that prepopulates information from Zoho CRM and creates a merged document once the form is submitted. I want to send the merged document to Zoho Sign for a signature. We created a Flow that for every new form created is sent toHow can i make one checkbox out of a group required?
for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.Sign API Radiogroup
How can I define a radio group using the Sign API? The documentation doesn't provide details for the payload.Zoho Sign Not Delivering
I have sent several contracts out via Zoho Sign. They do not seem to be getting delivered. I had one person receive it, but the others have not. I had one person tell me they sent it back to me and never got it and doesn't show as signed. I've sentzoho Sign
I am facing problem in unable to upload a file in zoho sign ............Something went wrong. One or more fields contain errors
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. ItHave completed Zoho Sign documents attach automatically to contact and/or account
Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER WhyDecline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. WhatUpload signed document to Workdrive
Hi, We need a way to upload a signed ZSign document to Workdrive. We'd like to be able to choose in which folder it will be uploaded, pretty much like we can already do in Zoho Writer (Screenshot 176, 177). Please let me know if this feature is planned.Mail merge template, fillable fields, + Zoho Sign
I'm working on a client's CRM. They want to integrate Zoho Sign with the CRM by creating a mail merge template and have some values pre-populated from a module's data. But they also want to be able to add extra information that isn't available in theHow would I collect a signature in person on Zoho sign?
Suppose I have a customer show up at my office and we close a deal. I have an iPad ready to go, and I need to have the customer sign the document right there. How would I do it?Dynamically add fields to a document using API
Hi, I want to upload a document to zoho sign and send to to the client using the API and have the fields for the client to fill dynamically added to the document. Is it possible? 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-SignNext Page
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Zoho Sign - Zoho CRM extension upgrade
Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign'sFree webinar: Zoho Sign unwrapped – 2025 in review
Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expectFree 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.Introducing recipient authentication via Stripe Identity in Zoho Sign
Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP EmailNew integration: Zoho Sign for Zoho Projects
Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
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Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
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Zoho Sign - Zoho CRM extension upgrade
Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign'sFree webinar: Zoho Sign unwrapped – 2025 in review
Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expectFree 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.Unlock agreement intelligence with Zoho Sign's latest AI updates
Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting likeZoho Sign product updates - Q3 2025
Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
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