Zoho Sign & Mail Merge - Template appears blank
I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, singleZoho Sign: Do all signers receive a PDF copy of the completed document?
Hi all! Once a Zoho Sign document has been signed by everyone (and thus is complete), do all parties automatically receive the fully-signed document as a PDF attachment by email? Thanks! DSign your documents with qualified electronic signatures (QES)
Hello! Today, we are excited to announce Zoho Sign's integration with Infocert, one of the most trusted digital service providers in the European Union. This integration helps Zoho Sign users execute their documents using qualified electronic signatures.Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,Send with Zoho Sign cannot be executed from CRM
Dear community! Since July 2nd we can´t use anymore Sign from the CRM. If i press "send with zoho sign" in the modul deals from crm the small window for the process opens a usual. The requiered datas and contacs are presently and i want to send the documentSubmit Zoho Sign Request
Hello, I am working on a creator app that triggers a workflow that gets a file and creates a document in Zoho Sign. Using that result, It adds recipient and fields and submits the request to send the document for signing. The first part works fine, IPHP SDK return inprogress with bulk_request_id = null
Hi, I'm currently having a issue on post https://sign.zoho.com/api/v1/templates/[Template Id]/createdocument response is "bulk_request_id": null this is the payload I'm sending "data" => "{"templates":{"field_data":{"field_text_data":{"surname":"Mendez","firstname":"Arnold","cellnumber":"0123456789545454","id":"2323232"},"field_boolean_data":{"POPIAAttachments
Hi I would like to understand the attacments feature. We use zoho sign for a project close or installation sign off. Workflow as follow. We use a temple that we created. Receipents - 1. me create template details 2. Tech - confirms and signs off the templateHow 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.'",Prefill ZOHO Sign with data from ZOHO CRM - Deals
Is there any ability to map fields from ZOHO CRM (specifically from a DEAL) into ZOHO Sign? The button (Send with ZOHO Sign) is created and functions. However the only field that maps over from the "Deal" is the company name. Simple fields like AddressAutomatically sign a contract
The person creating the contract needs to sign it before the clients does (using Zoho Sign). We need the ability to automatically include creation date and creator's signature.Important: Update to the Dropbox integration authentication model
Hello, This is a formal notice to all Zoho Sign customers using the Dropbox integration for automatic cloud backup and to import/export documents. Dropbox has recently updated their authentication model and their new model will support backward compatibilityAsk the Experts: Live Q&A on All the New Updates in Writer 5
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. To kickstart the series, we're hosting a live Q&AGiveaway: Sign documents across borders with free Zoho Sign credits
Hello, Thousands of businesses worldwide trust Zoho Sign to digitally sign their important business documents—in part because we always work hard to offer our users the highest standards of security, privacy, and regional compliance. To help our usersFree webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all atQualified Electronic Signatures (QES) now made easy with Zoho Sign
Hello! A Qualified Electronic Signature is an advanced electronic signature that has highest level of compliance according to electronic Identification, Authentication, and trust Services(eIDAS). It involves face-to-face identity verification of the signatoryApprover list for signing?
At our company, there is a list of persons who can approve Purchase Orders. The goal is to send a document to be signed to all approvers by email. If any 2 of those persons sign the document then it gets approved. Is there any way this flow can be achievedEarly access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and moneyFree webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight theseZoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make thisAnnouncing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: RemovesAssign a Folder to a Template
Hello, I have a multi-tenant application in which I have setup the Zoho Sign API integration. In order to separate documents in my multi-tenant application, I assign a folder to a tenant. This works great to separate the documents per tenant, but I needPassing URL Parameters
We are slowly migrating from an older crm that cannot connect to Zoho. With Zoho Sign how do you pass url parameters to a document? With docusign we format our URLs like this, https://example.com?FirstName=Jordan&InvoiceNo=123456 How can we achieve theZoho Sign "Unable to process request"
We have 3 SignForms, but accessing them via the URL now results in "Unable to process your request" when submitting the initial form, with no further information as to what's going on. The forms are active, and nothing looks out of the order in Zoho Sign,Free webinar: The basics of e-signatures and Zoho Sign
Hello, Signing documents using pen and paper is cumbersome, time-consuming, and incurs huge administrative costs to businesses. It's time to go digital with e-signatures and keep your business up and running around the clock. Thousands of businesses trustPopulate Signature field with value from API and Hide "skip optional fields" pop-up
Hello Team , We are sending the document for e-signature using template from API. Then how can we resolve the following 2 problems we are facing : 1) populate value to signature field from API , default is Your Signature ? 2) hide the "skip optionalFree webinar: Integrating Zoho Sign with Vtiger CRM to eliminate tedious paperwork in customer relationship management
Hello! As businesses around the world go digital at a rapid pace, a CRM or customer relationship management software is often one of the first tools that contributes to their digital journey and growth. CRM software helps businesses run their operationsError When making an API call via PHP SDK: zsign\SignException: [9031]: Ticket invalid
Using the PHP SDK I have setup a Zoho Sign integration with my application that allows me to manage and send documents and templates. This is all done with embedded signing. I recently put the integration into production, and after switching from developmentCalling /requests/:id/fielddata only returns 400 bad request
Hello, I'm writing a custom integration for Zoho Sign using an oauth app token. I'm trying to retrieve the prefilled field values after the document has been created. I believe the /requests/:id/fielddata endpoint from the API documentation is supposedRetrieve pre-filled field values from document after the document is completed
Hello, I have a document that has the following format: It has the following pre-filled fields, which must be filled in by the sender: Text Field A Date Field A It has the following fields which must be filled in by the signer: Text Field B Date FieldIs it possible to change the header in Zoho Sign for Document Viewers?
My organization is using Zoho Sign to send partnership contracts for signature. We send the documents to one person who needs to sign but also include others as viewers of the document. Currently when one of these viewers clicks the button to reviewFree webinar: How to sign documents with Aadhaar eSign (India)
Aadhaar eSign is a government of India prescribed digital signing method and has the same legal acceptance as signing documents with pen and paper. Documents signed this way are a legally valid and recognized form of signature under the provisions ofAbility to change reply email in Zoho Sign to our support email
I am wondering if there is a way to set the reply email in Zoho sign to something other than the account user. We want this because we want the replies to go to our support email, not to the individual's email that is logged into zoho sign. Is thisHow to remove Document Type
Zoho sign allows the addition of 'Document Type' when adding templates. If a 'document type' is added an error or needs to be edited how can I accomplish the task?Workflow issue Zoho Sign
Hi, I have sent a contract to a company but they do NOT want a copy sent to the signer (CEO) until it has been approved by the legal team. In this case I would need to have 1. one person CC'd with the contract 2. one person added as an approver 3. onceImportant: Disabling callbacks for active webhooks upon reaching failure threshold
Hello, A small number of Zoho Sign customers, mostly API and integration users, might find that their configured webhooks are now in the DISABLED state and, as a result, would have stopped receiving webhook callbacks. This is not an issue or a bug. ThisA Complete Overview of Zoho Sign
In a world where everything is becoming increasingly digital, our lives have increasingly depended on digitized methods. Think of a tool that enables businesses to quickly close deals and for the signing process to be done in the cloud without any kindZoho Sign Api - Document Status and uploading certificate and completed document
We are currently developing a zoho sign API feature to replace the standard extension as the mapping of custom fields has to be done each time we create a new sales order. However, whilst we can create the document all ok, we don't seem to be able toBlockchain Intergration with Zoho Sign
Comment on the Blockchain feature listed here: https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/articles/blockchain-based-timestamping#How_do_I_enable_blockchain_timestamping_in_Zoho_Sign Why use the bitcoin blockchain thorugh https://opentimestamps.org/ andIntegrate Zoho Sign in React Native
I am trying to integrate Zoho Sign in my react native App. We have a website that is associated with this App and we are using Zoho Sign for documents signing on our website. So we need to integrate only Zoho Sign for documents sign in React Native becauseNext Page
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YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant
Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicatedUnlock 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 recipientsMaking digital signatures accessible to all: Introducing accessibility controls in Zoho Sign
Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will goFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.
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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 likeEmbed Sign Document
Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' toYouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant
Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicatedCan zoho swign format block text spacing automatically when prefilled from zoho crm?
I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facingZoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)
Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses
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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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