Create, collaborate, and manage agreements with Zoho Sign

Create, collaborate, and manage agreements with Zoho Sign

Agreements drive business.


We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed.


Our users often face the hassle of making these changes in their word processor and uploading again to Zoho Sign for execution. And once the agreement is sent out for signature collection, recipients often ask for further changes, leading to more application hopping and re-uploading.

Today, we're happy to announce the support of this workflow within our interface:

  1. Draft agreements

  2. Edit/annotate agreements with last minute changes

  3. Configure the signing workflow

  4. Collaborate with recipients

  5. Sign the agreement

Plus, leverage AI to expedite the agreement execution workflow:

Agreement journey

AI

Draft agreements

Document generation

Edit/annotate agreements with last minute changes

 

Configure the signing workflow

Automatic field detection

Collaborate with recipients

 

 

Sign the agreement

AI assistant for signers

  • Document summarization

  • Key term extraction

  • Ask Zia (Q&A)

 

 

1. Draft agreements

You can now create an agreement from scratch yourself or generate it with the help of AI in a few seconds. For document generation via AI, you'll need to integrate with OpenAI to draft and save documents as reusable templates. Just describe what type of content you need, and Zoho Sign will generate a polished draft.

                                                                  

2. Edit/annotate agreements for last minute changes

Make quick edits to your agreement without the hassle of switching to a word processor.

                                                                     

3. Configure signing workflow

Configure parallel or sequential signing with the following recipient actions:

  • Needs to sign

  • In-person signing

  • Signs with witness

  • Manages recipients

  • Approver

  • Receives a copy

Automatic field detection

Once you upload the document and configure the signing workflow, Zia, our AI assistant, will scan the document, detect blanks and empty spaces, and automatically place and assign the relevant document fields, saving you time and manual effort.

                                                            

4. Collaborate with recipients

If your recipients have any questions about the agreement, they can select the relevant content and add comments within the Zoho Sign interface. You and your recipients can add and reply to comments and correct the document to complete the signing process.

                                                            

5. Sign the agreement

Recipients can receive the document via email, SMS, and WhatsApp. During this process, they can leverage our AI assistant to sign the document faster.

  • Document summarization: Get a quick summary of the agreements.

  • Key-term extraction: Find important business terms.

  • Ask Zia: Ask questions and get answers about your agreement.

 

We strive to make your agreement execution journey simpler at every single step—and we're just getting started!

Cheers,

Rajeev S
Zoho Sign - User Education