Zoho Sign Full Product Tutorial

In this article, we’ll break down our Zoho Sign full product tutorial featured in the video above. This guide provides an in-depth overview of Zoho Sign’s features, demonstrates the platform’s use, explores advanced functionalities with Zoho Forms, and explains integration with other Zoho applications like Zoho CRM and Zoho Books. Let’s dive into the detailed sections outlined below to leverage Zoho Sign for your business.

Product Overview

Zoho Sign is an electronic signature tool that competes with other well-known solutions like DocuSign and Adobe Sign. It allows businesses to send documents for electronic signatures, whether for clients, employees, or other stakeholders. The user interface is straightforward, featuring a main dashboard with tabs for managing documents, templates, sign forms, reports, and settings. Users can easily track the status of sent documents, create reusable templates, and configure various settings to suit their needs.

• Home Page: This is your central hub for sending documents and tracking their status.
• Documents Tab: View and manage documents by their status (e.g., sent, signed, rejected).
• Templates: Set up templated documents with specific data fields for ease of repeated use.
• Sign Forms: Create embeddable forms that can be signed directly via a link or website.
• Reports: Access high-level reports on document activities and statuses.
• Settings: Configure user profiles, set up integrations, manage notifications, and control document security features.

How to Use Zoho Sign

Using Zoho Sign starts with setting up templates, which are essential for streamlining the document signing process. Here’s a basic workflow to get started:

1. Create a Template: Upload a document, set recipient roles, and assign fields to either the sender or the signer. This includes adding text fields, signatures, and other necessary inputs.
2. Send Documents: Documents can be sent directly from Zoho Sign or integrated with other Zoho applications like CRM or Books. Use the ‘Quick Send’ option for streamlined sending or review fields before sending for additional verification.
3. Manage Signatures: Once documents are sent, track their status directly from the dashboard. You can see when documents are viewed, signed, or if any actions are pending.

Advanced Functionality with Zoho Forms

Zoho Forms can be integrated with Zoho Sign to enhance data collection and streamline document signing:

• Sign Forms: Create sign forms linked to your templates. These forms can be shared via email or embedded on a website, allowing users to fill out and sign documents directly.
• Security: Implement additional security measures like OTP (One-Time Password) verification to ensure the authenticity of signers.

Zoho CRM Integration

Sign integrates seamlessly with Zoho CRM, providing a direct way to send documents for signature from within CRM modules like Leads, Contacts, or Deals.

• Setup: Connect Zoho Sign to your CRM under the Marketplace section and configure settings to automatically link sign documents to CRM records.
• Send Documents: Use the “Send with Zoho Sign” button on CRM records to initiate document signing. The integration pulls in relevant CRM data, minimizing manual entry and reducing errors.
• Tracking: Monitor sent documents directly within CRM. Related lists in CRM will display sent documents, their status, and associated activity histories.

Mail Merge for Digital Signatures

Sign supports document generation through Mail Merge, providing another method to prepare documents for signing:

• Document Setup: Use Zoho CRM to create Mail Merge documents with fields pulled directly from CRM records. This method is especially useful when working with complex documents that require conditional content.
• Send via Sign: After merging data, send the documents through Zoho Sign for electronic signatures. This allows for flexibility in document design while ensuring compliance with digital signature protocols.

Zoho Forms Integrations

Sign’s integration with Zoho Forms allows users to embed signing capabilities directly into forms:

• Form Creation: Design forms to capture necessary information, including signer details. Link these forms with Zoho Sign templates to automate the document generation process.
• Automation: Set up forms to automatically create and send documents upon form submission, streamlining workflows like customer onboarding or service agreements.

Zoho Books Integration

Sign can also be integrated with Zoho Books, enhancing the financial management process by adding signature functionality to documents like estimates and invoices:

• Setup: Enable Zoho Sign within Zoho Books under the Integration settings. Choose when and how signatures are required, such as for customer approvals on estimates.
• Customer Experience: Customers can view and electronically sign estimates directly from the links provided in emails, creating a seamless acceptance process.
• Internal Use: Utilize signatures for internal approvals, ensuring compliance and proper documentation throughout financial operations.

Get Started With Zoho Sign Today!

Let Zenatta help with your Zoho Sign setup! No matter the simplicity or complexity, we’d be happy to help! Drop us a line or learn about other products in our resource library!