A Complete Overview of Zoho Sign

A 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 kind of hassle. A software that lets the employees of organizations let go of all worries brought about by scanning, printing, and faxing the documents. Sounds seamless, right?

Well, the electronic signature software of Zoho Sign does exactly that. It basically brings about contract signing that can be anytime, anywhere, and on any device. The implementation of the Zoho Sign is of great importance to organizations of any size, whether it is in real estate, healthcare, construction, manufacturing, or more. It is convenient, accessible, and user-friendly.

Moreover, with the widespread use of COVID-19, an increasing number of people shifting to working from home, and everything becoming entirely paperless, the implementation of the Zoho Sign has become more important than ever.

In this blog, we will offer a complete overview of Zoho Sign. However, we will first begin by understanding what Zoho Sign is in complete detail.

What is Zoho Sign?

Zoho Sign is a digital signature tool that is designed for businesses to close deals within minutes while seamlessly accomplishing the signing process in the cloud. It is a service that eliminates all the extra tension, time, and money consumed in transporting and scanning paper documents by allowing users and their customers to sign digitally and verify legally binding documents.

The use of Zoho Sign helps in optimizing the process of signing contracts on the go from any location and from any device. This is in order to keep the deals moving ahead all thanks to the app integration with a variety of Zoho apps and other third-party apps such as OneDrive, DropBox, Google Drive, and others. This makes Zoho Sign a valuable solution for SMEs and large enterprises in a diverse range of industries including real estate, manufacturing, healthcare, and construction.

With Zoho Sign login, a level of security can be experienced for the privacy and confidentiality of documents. It uses audit trails, access codes, and multi-factor verification for protecting documents. Moreover, it also guarantees documents signed digitally in the Zoho Sign app have similar legal handling just as handwritten signatures according to legal acts.

The use of Zoho Sign supports various files such as pdf, doc, docx, txt, jpeg, png, etc. Other than this, it can also be used in various popular web browsers such as Google Chrome, Mozilla Firefox, etc. This makes Zoho Sign a comfortable and accessible solution for all users. What one must remember is that there is no need for an account to sign a document. There is just a need for an email containing a unique link for the recipient to access and sign the document.

Zoho Sign – Signing, Sending and Managing Documents

Zoho Sign offers a quick way of signing, sending, and managing documents. You can learn how easy it is to digitally sign, send, and manage legally binding documents in the steps mentioned below.

Sending a Document
By using Zoho Sign, you can send a document to the recipients within a blink of an eye. Follow the below-mentioned steps to send the document.

Upload: Go ahead and upload the documents from your device’s local drive or import them from your preferred cloud storage service.
Add Recipients: Now add the recipients, define roles, and set a signing order for a document.
Send: Finally, place the form fields for every signer and press the send button.

Signing a Document
Implementation of a digital signature tool such as Zoho Sign enables users to sign documents easily. Follow the below-mentioned steps to sign the documents from anywhere you want.

Open the Link: You can begin the signing process by clicking on the link that is sent to your email.
Enter Authentication Code: Go ahead and enter the authentication code when it is enforced and start the process of signing.
Fill in the Field Values: Fill all the fields to end the signing process completely and efficiently.

Managing Documents
With the use of Zoho Sign, you can manage documents seamlessly. Follow the steps mentioned below to manage documents.

Verify Document Status: To begin with, check the document status while performing and take quick actions based on the status.
Finish Audit Trails: You can get a complete history of all the actions that are performed on a document along with a certification of completion for the finished documents.
Customize the Templates: Start the process of creating customizable templates and use them anytime whenever there is a need.

Benefits of Zoho Sign

Zoho Sign is actually a highly convenient and dependable solution for all businesses that have a need to handle the signing of legally binding documents and contracts online. It comes embedded with various benefits that help tremendously in streamlining the e-signature process. Some of the benefits of Zoho Sign include:

1. Customized Document Signing Process
Zoho Sign allows you to sign and send different types of documents ranging from proposals, company rules and policies, independent contracts, non-disclosure agreements, rental agreements, purchase orders, etc. With this, the application offers the tools that help in customization or tailoring the official documents sent based on different needs.

A person can create a personalized template once and save the same for reusing it in the future. In addition, the documents can also be branded with emails and company logos for incorporating the brand image. For saving time, one can send multiple documents in just one go while getting them all signed at once.

In addition, Zoho Sign also allows setting an expiry date for the documents. It sends notifications as the deadline comes near for ensuring that the confidential documents are neither overlooked nor left behind.

2. Tracking Official Documents
The implementation of an electronic signature software such as Zoho Sign helps in staying on top of documents by making sure that one has complete access, overview, and control of the official documents. To ensure that you stay completely aligned with individual or different recipients, you can also leave a note on any official document or communicate using the application’s private and group messages.

Anytime when a recipient interacts with an official document, the sender will be notified. All actions including viewing, signing, and completing the signing process will be known to a signer. Since it is very important to make sure that the document is not overlooked in any sense, notifications are also sent to the recipient as a reminder anytime when a document is required to be signed.

3. Safe and Legally Compliant Documents
The fundamental on which the digital signature tool of Zoho Sign is created is actually based on the public key cryptography that ensures security and legal compliance of digital signatures. The tool uses high security in the encryption and protection of documents because it is based on public key infrastructure.

Zoho Sign is safeguarded with AES-256 encryption and in transit; the SSL encryption also protects your files. Moreover, it comes with role-based access that helps in setting permissions and defining user roles. This offers immense control over who is granted or denied access to a document.

In essence, the authentication process is so advanced that it delivers an email straight away to the signer for guaranteeing that the right recipient or recipients have received the document. It comes with audit trails that help in monitoring the document’s signature process and changes.

4. Optimizing Signing Workflows
With the assistance of Zoho implementation partners for adopting Zoho Sign, businesses can streamline manual processes that help in saving time and errors. For example, the software is such that it lets you add multiple recipients for a document while expediting the response time.

When there is an order you need to follow in sending out documents to sign, a signing order can be set for the recipients. With the help of a document viewer, one can easily check the documents before sending them.

The process of previewing enables you to add recipients and emails. Other than this, you can also choose to print the document and then download it. Basically, the process of interacting with the documents lets you jump to a particular page and move around fields with the help of the drag and drop option.

5. Remote Collaboration
The use of Zoho Sign offers remote collaboration in the form of different features. It is possible for the sender to add either a public or a private note that elaborates on document information and cuts down on sending the documents back and forth for added clarity.

You can also set timely reminders that help in tracking the document status and sending reminders so that the signing process can expedite timely. In addition, if the sender commits a mistake in the document or sends the document to the wrong person then there is no need to worry because one can simply recall the document and cancel the signing process.

In essence, there is complete control that enables the sender to approve, deny, or decline documents just as they wish. The implementation of the Zoho Sign makes it very simple to respond however a person might need.

Conclusion
 
Zoho Sign is basically all that an organization can ever need to complete the process of paperless signing. One can sign, send and manage documents from just about anywhere and at any time they want.

If you run a business then you can make the process of closing deals, sending, signing, and managing documents easy by implementing the remarkable Zoho Sign today to ensure effortless, safe, and legally compliant document signing.


I hope that you learned something new
Follow me for more such posts!

Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185

    • Recent Topics

    • How to add Zoho demo site page designs to my Zoho Sites website

      Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

    • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

    • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

      Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

    • Add Analytics function for Title case (capitalising each word in a string)

      At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

    • How to conditionally embed an own internal widget with parameters in an html snippet?

      Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

    • Sync more than one Workdrive

      Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Base Currency Adjustment Reversal

      Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'

    • Please implement UAE Central Bank FX rates

      Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

    • Search Records returning different values than actually present

      Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

    • Super Admin Access to All Courses and Spaces in Zoho Learn

      Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

    • Print checks for owner's draw

      Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

    • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

      [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

    • Revenue Management: #10 Common Mistakes while Recognizing Revenue

      We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • integarting attachments from crm to creator

      when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

    • Search Option

      🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

    • Mobile Chat Window - Full Screen

      Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

    • Is it possible to customize ZC Themes?

      I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

    • Is it possible to create Custom function-based Lookup field in Zoho CRM

      Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

    • @mention in comments no notification

      Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

    • Zoho unified inbox

      The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

    • Add "Running Balance" column to Account Transaction Reports

      Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • error : Object code : 6500

      b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

    • I got unknown charge from Zoho

      Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Attach Files to Your Notecards and share them on the go!

      Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How to searchByCriteria records that are under approval?

      I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

    • How to add Simple Analytics to Zoho Pages?

      I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

    • Cant seem to delete an email account

      Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

    • Next Page