Create, collaborate, and manage agreements with Zoho Sign

• Topic Participants

• Rajeev Sivaraman

  

• Sticky Posts

• Free webinar: Zoho Sign in Q2 2026 - A quick walkthrough

  Hi there, The second quarter of 2026 has flown by, and the Zoho Sign team has been hard at work releasing features to enhance how you send, sign, and manage documents. Join us for our upcoming webinar, where we'll discuss what's new and what's to come.

• Important changes to note for Zoho Sign users in Saudi Arabia

  Dear Zoho Sign users, If your Zoho Sign account is hosted in our Saudi Arabia data centre, here's an important update on digital signature certificates in the Kingdom of Saudi Arabia. What's changing Going forward, the "Sign via Zoho Sign" option will

• New feature: Usage dashboard in Zoho Sign

  Hello! Zoho Sign's new usage dashboard lets organization administrators monitor product adoption across teams, identify unused plan features, and view the environmental impact of every envelope. The dashboard includes six panels: Envelopes sent, Feature

• Qualified electronic signatures (QES) via SIGN8 in Zoho Sign

  Zoho Sign now integrates with SIGN8, a qualified trust service provider (QTSP) under the eIDAS regulation, so you can collect qualified electronic signatures (QES) that are legally recognized across the EU. With QES via SIGN8, you can: Allow recipients

• Recent Topics

• Zoho Mail iOS app update: Spam Controls & Sender Verification

  Hello everyone! We are excited to introduce spam control enhancements in the Zoho Mail iOS app update. Let's dive into what's new. Spam Alerts in Mail Preview : Mail preview now shows warning alerts for emails identified as potentially harmful, helping

• Mise à jour de Zoho Books – France

  Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

• 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. Latest Update (27th April 2026): With the early

• Zoho Books API: Bulk update thousands of records using Node.js with OAuth refresh, retries and resume support

  Hello everyone, During Zoho Books implementations, one common challenge is updating a large number of existing records. The current options are usually: Update records manually from the UI using Mass Update (with limited batch size). Update records one

• SalesIQ's Summer '26 Release: For The Moments That Matter

  Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation

• CNIL - Suivi de Pixel

  Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

• Customer/Vendor Portal session duration - can it be extended?

  Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our

• Accessible & Customizable User Governance in Zoho Projects!

  As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.

• Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

  Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. The Zoho CRM UI allows deleting records in batches of 100, which is not practical when dealing with thousands

• CNIL - Suivi de Pixel

  Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

• How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

  Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any

• Zoho Sprints - Q2 Updates for 2026

  Improve your agile project management experience with the newly released capabilities in Zoho Sprints. This quarter we've shipped a few new features and enhancements that are built around smarter planning and execution tools, tighter integrations, and

• Problem with currency field in Zoho CRM

  Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration

• Building extensions #5: Creating custom user interfaces using widgets

  In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom

• Images not saved in notes

  Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos

• How to Change Notecard Color After It Is Created

  I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.

• Cannot export Zoho Notebook data nor search via MCP (GDPR)

  Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent

• Add a MATRIX field to the forms creation

  Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

• incoming mails not received

  incoming mails not received

• Integrate QuickBooks with Bigin and streamline your sales and accounting!

  If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

• Automatically calculate and include tax on quotes

  I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of

• Relative Dates

  Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?

• Change email addresses - Advise how

  Good day, I need assistance to change all our users email addresses Please advise

• email signature

  How do you add an email signature

• Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account

  Email Forwarding Issue: Enable and Disable Email Forwarding

• Ask the Experts 31: Improving support performance with reports and dashboards

  Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools

• Zia AI capabilities now available in all paid editions

  Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

• Product updates in Zoho Workplace applications | June 2026

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Alphanumeric support for attachment extensions in rule conditions Attachment extension

• Biggest supported size of a note

  I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application

• I need help lease Email

  I' not getting an email replay when someone open a ticket

• Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

  Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}

• Draft quotes, sales orders, and raise invoices for services in CRM

  Create Quotes, Sales Orders, and Invoices for Services in Zoho CRM You can now draft Quotes, and Sales Orders as well as raise Invoices for services in Zoho CRM. And how is that possible? By filling out the Service subform in your Quotes, Sales Orders

• Error Code 2945 , PATTERN_NOT_MATCHED

  Hi, I am trying out Zoho Creator API.  However, I always get the following <response>     <code>2945</code>     <message>PATTERN_NOT_MATCHED</message> </response> However, error code list error as Invalid Ticket. I do not know what is wrong. 

• Action Required: Allowlist New IP Ranges for the EU Data Center

  Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu) If you connect Zoho Analytics to cloud databases (both Live Connect and import), such as Amazon RDS, Amazon Redshift, or Microsoft Azure, you must

• Is there a way to see a total of time agents spend on ticket today in Analytics?

  I am trying to see if there is a way to look at and add the total amount of time agent have entered into tickets in desk TODAY, like a running total, not every time entry so it would show John smith 1:55:20 total Bob smith 4:20:22 total etc

• Tips & Tricks #3: Zoho CRM - Agentes en la página de inicio

  Hola a todos, Vuestros Agentes realizan un trabajo muy útil. Encuentran información como clientes potenciales importantes, oportunidades de venta y actualizaciones relevantes. Sin embargo, hasta ahora no era posible ver esa información directamente en

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• 'Pinned' notes feature of a pipeline record

  Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important

• Associate emails from both primary and secondary contacts to deal

  We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

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