Zoho Invoice

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Zoho Invoice - Zoho Sign Integration

Digital signatures have come to be a great alternative to conventional signatures with pen and paper- especially for online invoicing software like Zoho Invoice. Digitally signing a document can add a layer of authenticity as well as prevent unauthorized changes to them. 

Zoho Sign makes the process of digitally signing documents as simple as it can get. Here’s what the integration with Zoho Invoice can do:

Set up the Integration

Connect Zoho Sign Connect Zoho Sign

Insight: If you do not have an organisation in Zoho Sign, the Connect Now button will be replaced with a link to create a Zoho Sign organisation.

Configure Sign integration

Now, the integration has been set up and you’re all set to digitally sign documents in Zoho Invoice.

Pro Tip: You will be able to re-configure these options after setting up the integration by going to Settings > Integrations > Zoho Apps. Click Show Details next to Zoho Sign and then click Edit.

Sign Invoices

Only admins and users with approval permission for invoices will have access to sign an invoice. Additionally, you will have to invite users to your Zoho Sign’s organisation so they can configure their own signature, without which, they will not be able to sign invoices in Zoho Invoice–even if they have permission to do so.

The signature that you configured in Zoho Sign can be used to sign invoices in Zoho Invoice. To do this: 

Sign invoice

Insight: If you have configured multi-level approvals for your sales transactions, then invoices can be signed only after they have been approved by the final approver.

Sign invoice preview

Now, the PDF copy of this invoice will be digitally signed. The signature will be placed in the Signature section of your invoice template. 

Pro Tip: If you’re using a custom template for invoices, add the %DigitalSignature% placeholder to include your signature in the invoice.

Signature in Invoice PDF

You will not be able to view the digital signature in:

Handling signatures for system-generated invoices

Zoho Invoice creates invoices automatically in certain cases. Here’s how to handle digital signatures for them:

Insight: While adding digital signatures to documents automatically, Zoho Invoice will use the signature of the user who set up the integration. 

Sign Estimates

Insight: Only admin users and users with approval permission for estimates will have access to sign estimates from Zoho Invoice. Additionally, you will have to invite users to your Zoho Sign’s organisation so they can configure their own signature, without which, they will not be able to sign estimates in Zoho Invoice–even if they have permission to do so.

Signing an estimate is similar to signing invoices in Zoho Invoice. To sign:

Sign Estimate

Insight: If you have configured multi-level approvals for your estimates, then they can be signed only after they’ve been approved by the final approver.

Now, the PDF copy of this estimate will be digitally signed. The signature will be placed in the Signature section of your estimate’s template.

Pro Tip: If you’re using a custom template for estimates, add the %DigitalSignature% and %ClientSignature% placeholders to include your signature and your customer’s signature in the estimate, respectively.

Warning: When digital signature has been enabled for estimates, accepted estimates cannot be edited.

Getting customer signatures on estimates 

Your customers will be required (if configured) to sign their estimates from the Client Portal before they can accept them.

Whenever your customers choose to accept an estimate, a pop-up will appear asking them to sign the estimate before they can continue. Your customers will be able to seamlessly sign the estimate from that pop-up using their preferred signing method, which could be a drawn signature, a typed signature or an uploaded image. 

Customer signature in Client Portal

Once your customers have signed and accepted an estimate, you will be able to view their signature on the estimate’s PDF copy. 

Edit Signed Documents

If you edit a signed estimate or invoice, you will not be able to perform the following actions unless you re-sign the document:

To re-sign the document, follow the same steps as signing it. 

Insight: Any changes made to a signed document will not reflect in its PDF unless it is signed again. The PDF of the document will always have the latest signed copy of the document.

Warning: Re-signing a document will be considered as signing a new document and will count towards the usage of your plan in Zoho Sign.

Note: You can view the different PDF versions of a signed invoice or estimate from the Comments & History tab.

Delete the Integration

If you’d like to stop digitally signing documents in Zoho Invoice:

Delete Integration

Now, the integration with Zoho Sign will be deleted. However, your digitally signed documents will be available to download as PDF from the Comments section even after deleting the integration.

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