Extension Series #01: Signature tool to validate documents in Orchestly

Extension Series #01: Signature tool to validate documents in Orchestly



Isn't it time-consuming to sign and send documents online? 

You format and print the document, sign it, scan it into your computer, and (usually) re-format it again before sending. As a one-off, it doesn't sound too bad. However, repeating this a dozen times can be a herculean task.

That's where electronic signatures come to the rescue -- they help you sign documents in seconds.

 

What is Zoho Sign?

 

Zoho Sign  for Orchestly brings you a unique combination of document sharing and signing.  It helps you sign business documents, and also send them for signatures to progress the deal.

 


Where can you use Zoho Sign?

  

  Vendor/supplier agreements    

To lock-in the terms and prices while negotiating and finalizing deals immediately after the agreement stage, managers or business owners can sign or send documents online to sign. This way you can confirm the deal within minutes, hence capitalizing on the earlier mentioned benefit while moving to the next stage of the workflow.

 

  Sales contracts    

Sales contracts are the most signed documents in business processes. When managers sign documents digitally, they are guaranteed to initiate deal closures faster. Be it business-to-consumer (B2C) or business-to-business (B2B) sales agreements, integrating Zoho Sign with Orchestly is handy.  

  Customer approvals      

When business deals require final approval prior to manufacturing/production stage, Zoho Sign helps capture and store approvals securely allowing the user to focus on completing the order.

 

  Employee on-boarding    

There is a plethora of paperwork when you hire a new employee. Employment offer letters, background check consent, performance appraisal letters, contact forms, employee handbooks-the list is endless. You can execute these recruitment stages  quickly and securely in Orchestly using Zoho Sign.

 

  Intellectual property licensing and other standard legal agreements    

Digital signatures are binding and admissible even in courts. They are perfect for common legal agreements, such as intellectual property licensing and NDAs. To obtain signature in such documents while executing business processes in Orchestly, Zoho Sign is the best bet.

 

  Secure online banking    

Zoho Sign is secure, which is of the utmost significance when it comes to your monetary transactions. It is  preferable to use digital signatures as it minimizes the possibility of manipulation in  transactions while you focus on the business activities.

Note: The documents required for secure online banking can be validated using Zoho Sign, however, Orchestly does not support online transactions.

  

  Filing tax returns    

Ease the demanding process of filing tax returns for your business with digital signatures. In fact, filing returns digitally can help you get faster refunds. This makes the process so convenient and seamless.

Note: The documents for tax returns can be validated using Zoho Sign, however, Orchestly does not support filing taxes.

 

  E-signing legal documents    

Lawyers, attorneys, and other players of the legal industry engage in a substantial amount of paperwork that relies on their signatures on a daily basis. Lawyers can sign their documents using Zoho Sign for Orchestly as their business process progresses from one stage to the next. This saves a substantial amount of time as opposed to signing documents manually. 

 

As you have seen, Zoho Sign can be used in many business scenarios. There are no limits as to when and where you can use them unless declared otherwise by your country of residence.

Let us know your experience with  Zoho Sign in Orchestly, and how it helped your business process.


Watch this space for our next post on extensions series.

 

Visit our  help center to get detailed insights into Orchestly’s features. Developers could also benefit from our  API and  Extension Development guides .  






    • Recent Topics

    • How can I check all announce?

      Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function

    • Recurring Automated Reminders

      Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

    • Zobot Execution Logs & Run History (Similar to Zoho Flow)

      Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

    • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

      based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

    • Importing into Multiselect Picklist

      Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to

    • Password Assessment Reports for all users

      I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor

    • Allow people to sign a zoho form by using esign or scanned signature

      Allow people to sign a zoho form by using esign or scanned signature

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • How to Print the Data Model Zoho CRM

      I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Transfer ownership of files and folders in My Folders

      People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

    • Setting certian items to be pickup only

      How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Automation #10 - Auto Assign Ticket based on Keywords

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

    • Automate attendance tracking with Zoho Cliq Developer Platform

      I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

    • Reusable Custom Functions Across Department Workflows

      Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

    • Contact data removes Account data when creating a quote

      Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

    • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

      Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

    • Don't Allow Customer to Edit Values After Submitting Ticket

      After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

    • Analytics <-> Invoice Connection DELETED by Zoho

      Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Automation #4 - Auto Delete Tickets based on Rules

      This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #13 - Auto assign tickets based on agent shift time

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

      Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

    • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

      Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

    • Automation#19:Auto-Close Tickets Upon Task Completion

      Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

    • City field suggestion in Zoho Books

      Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest

    • Improved UX design for Projects CRM integration

      The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

    • Next Page