Zoho Sign Product updates - H2 2024

• Topic Participants

• Rajeev Sivaraman

  

• ERIS HR

• Gupendhiran S

• Sticky Posts

• Introducing the sandbox environment in Zoho Sign

  Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited

• 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's

• Free 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 expect

• 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 like

• Zoho 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

• Recent Topics

• Inventory batch details

  Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

• Zoho Trident Windows - Streams Not Visible

  Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

• Search through email contents

  Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan

• Adding Multiple Products (Package) to a Quote

  I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

• Early Access: Check Printing in Zoho Books

  Hello Everyone,   Are you constantly writing checks to pay your vendors?   We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases.  It is available in the  US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD.   Here’s a summary of what’s possible:   1. Write and print a check. 2. Make

• Trash - Delete All

  We use 6 inbox shared (via IMAP). The Trash bin contains a lot of messages. Is it possible to delete them all permanently? Is there a rule to empty trash bin after xx days? Deleted permanently message in TeamInBox are deleted permanently in the related

• Internal mails on our company domain (managed by Zoho) do not get delivered

  Hi last week Thursday and Friday a colleague had sent me two emails which did not show up at all in my inbox, spam or anywhere else. What this a problem with Zoho mail in general or did this affect just us? From the forum is reads like many problems had

• Paste Options don't work

  I've always wondered about this, as I've experienced this issue for quite some time now. Why don't the right-click Paste options work properly in Zoho Writer? I can use Ctrl + V without any issue, but if I right-click and use one of the Paste menu options,

• What's New - April 2026 | Zoho Backstage

  Hello everyone, April has been focused on improving speed, reliability, and overall platform performance. Here are a few updates from this month. Safaricom M-PESA for event payments in Kenya Organizers hosting events in Kenya can accept payments through

• Enrich your contact and company details automatically using the Data Enrichment topping

  Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

• Consolidate your workflows and be more productive - Introducing Multiple Conditions in Workflow Rules

  Workflow rules in Zoho CRM helps you automate your routine tasks and save time. Usually, while creating a workflow rule, you'd provide the basic details of the rule, specify when the rule should be triggered and associate set of actions to be executed whenever the rule criteria is met. And you’d create a new workflow rule for every new automation that you required.  Not anymore! You can now combine multiple conditions and the corresponding actions to follow in a single workflow rule. Let’s look at

• How has Zoho still not resolved Daylight Savings Time?

  According to these forums Zoho has been working on DST for 12 years. Totally unacceptable. Am I missing something? Why are other customers who observe DST not screaming for this to be fixed? Are there reasonable workarounds? This is a must-have for

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

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

  Chers utilisateurs, Un nouveau mois riche en nouveautés vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Des webinaires à votre image avec Zoho Webinar Vos pages d’inscription sont souvent le premier point

• Introducing SlyteUI : From Idea to a Working Interface in Minutes

  SlyteUI is now live across all DCs as of 4th May 2026! Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming

• Updates to native forms in Zoho LandingPage

  Hello all, We have a couple of updates to native forms in Zoho LandingPage that we think you will find useful. Country code on phone number fields You can now enable a country code dropdown on the phone number field. Visitors select their country code

• Import KB template OR Export template for zoho desk?

  Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Customer Support Portal

  Hi, As I am dealing with and waiting for help with a serious Zoho Mail issue, I tried to submit requests and manage my requests by logging into the Customer Support Portal, but it keeps saying that I do not have a valid email address and cannot login.

• Can not send or reply to mails

  Hello, I can not send mails or reply. If I try to send a mail i get "Unable to send message;Reason:553 Replaying disallowed. Invalid Domain - invata-programare.ro" Can you help me, please? Thank you!

• Urgent: Subscription Correction Needed - Org ID 805493328

  Dear Zoho Billing Team, I am writing to request an urgent correction regarding a recent renewal for my account, Master Bed Trading (Organization ID: 805493328). Due to a mistake during the checkout process, I accidentally renewed our Zoho Forms subscription.

• Zoho Sites Designer/Developer

  Hello, Besides Upwork, are there any other places to find experienced Zoho Sites designers/developers? I couldn't seem to find a page on Zoho that lists these professionals that are certified with Zoho Sites.

• HTML PDF Templates / Build From Scratch option not visible for Custom Modules

  Hi everyone, I am working with Zoho Books Custom Modules and trying to create a custom 4x4 package label PDF template using HTML/CSS. According to the official Zoho Books documentation for HTML PDF Templates, there should be an option like: Settings →

• Marketing Tip #32: Improve SEO and customer confidence with an FAQ section

  Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section

• Activate python application

  Is it possible for a deluge code to activate a python application ? Say i create a deluge program, in that deluge program, i need it to activate a python application stored on my drive Would that be possible, and if so, what would the code look like

• Execution Trace & Root Cause Analyzer in Zia

  Integrating this capability into Zia would significantly enhance debugging and transparency. 1. Execution Trace Timeline A visual, step-by-step timeline of system activity for any event (e.g., form submission), including: Sequence of triggered workflows

• Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance

  Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is

• Add Ability to Reset Help Center User MFA in Zoho Desk

  Hello Zoho Desk Team, First of all, thank you for recently adding support for Multi-Factor Authentication (MFA) in the Zoho Desk Help Center. We’re very happy to see this enhancement go live, especially since this was a highly requested security feature.

• Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

  Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

• Very limited support for MCP

  Has anyone else noticed how limited the MCP support for Zoho People currently is? Right now only a small set of read-only actions (exactly 15) seem to be available. At the same time Zoho CRM supports over 700+ functions. It makes it almost impossible

• ZOHO Desk attachments support

  Hi I just setup MCP with claude, it works well, but it can't read attachments... which makes it kind of useless... Will you be adding attachment capabilities anytime soon?

• HOW I CAN GET BETA VERSION FOT TESTING

  HI. ZOHO I AM INTERESTED IN YOUR BETA SOFTWARE TO EXPERIENCE NEW FEATURES.

• How to Generate Separate Labels for Each Invoice SKU Line Item in Zoho Books?

  Hi everyone, I’m trying to implement a requirement in Zoho Books where separate labels need to be generated for each SKU/item from an invoice. Scenario: One invoice can contain multiple products/SKU items Each item/box should have its own separate label

• Updating Sales orders on hold

  Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

• Direct Integration Between Zoho Cliq Meetings and Google Calendar

  Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

• billable_expense_id in Invoice API does not set invoiced=true on bill line items — causes duplicates in Projects > Create Invoice

  Hi Zoho Community, We are running an automated batch invoicing system using the Zoho Books API and have hit two critical bugs that are causing duplicate invoice risk in production. Raising this here for visibility alongside a support ticket already filed.

• New fields : radio button

  Hi, when customizing a module (eg: Candidates), we are able to select different types of fields (check box, currency, list, ...). However there is no "radio-button" component. This type of fields is often used in Web pages and will be certainly a plus-value

• Choice Availability Reset

  If an entry is deleted which included a response to a field with choice availability enabled does that increase the number of remaining times the choice can be selected?

• [Heads Up] Upcoming update to field values in Zoho Books - Zoho Analytics integration

  Hello Users, We'd like to inform you of an upcoming update to the Account Type field values in the Zoho Books integration for Zoho Analytics from June 1, 2026. What's Changing? The following values under the Account Type field are being renamed to align

• Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026

  The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performance

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