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

• Adding VENDOR SKU to PURCHASE ORDERS

  how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .

• Can Zia summarize fields?

  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within

• Zoho Recruit Community Meet-up - India (Venues Finalised)

  Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting

• [Webinar] Solving business challenges: Secure, real-time, and external collaboration

  Hi Zoho Writer users, We are excited to announce Zoho Writer's webinar for March 2026: Solving business challenges: Secure, real-time, and external collaboration. Zoho Writer supports real-time collaboration by allowing teams to work together in documents.

• Table dimensions

  I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

• Zoho CRM Community Digest - January 2026 | Part 2

  Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again

• Find and Merge Duplicates to trigger webhook

  My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

• Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

  Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients

• Dynamic Field Folders in OneDrive

  Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

• Logging Out of FSM

  I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.

• Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

  Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

• Multiple Zoho One accounts

  Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to

• Tips and tricks #63: Hold and Drag to select elements in the Show app for iOS

  Hello everyone! Welcome to another tips and tricks article. In today's article, we will learn about the Hold and Drag function in the Show app for iOS. The Hold and Drag option lets you select multiple elements on a slide quickly. Once they are selected,

• Organize and manage PDFs with Zoho PDF Editor's dashboard

  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

• Possible to generate/download Quote PDF using REST API?

  See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

• Free Webinar - AI for email: Helpful or Hype?

  Hello, Zoho Mail community! 👋 We're kicking things off with a webinar you won't want to miss—and yes, we're going there: Is AI in email actually useful, or is it all hype? In this session, two of our experts will have an open, no-fluff conversation about

• Balancing access, security, and productivity with Email Policy

  An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with

• Is it possible to update multiple work items at once?

  Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?

• See Every IM Conversation as It Happens

  Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat. But without real-time visibility, small issues become big problems. A session stays open longer than expected. A

• Dealing With One-Time Customers on Zoho Books

  Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

• Release Notes | January 2026

  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

• Product Request: Send email to Secondary email

  Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

• Franchise

  Is there a solution of how to organize global franchise organisations?

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Holidays

  Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

• Composite Product (kit) - Dynamic Pricing

  I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the

• Urgent: Slow Loading Issue on Zoho Commerce Website

  Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

• Need help with importing expenses

  I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they

• Search not working!

  I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

• ERROR CODE :550 - 550 5.1.1 Invalid email recipients

  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. mustafa.ashraf@techlink-eg.net, ERROR CODE :550 - 550 5.1.1 Invalid email recipients

• What's New in Zoho POS - February 2026

  Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

• Can i integrate bigin with google voice?

   I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

• POP/SMTP access authentication failed

  I am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?

• Our Review Of Zoho CRM after 60 Days

  The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Allow Admin to Configure Report > More Options Button

  As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

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