As the world is becoming digital, we at Zoho Finance (Zoho Invoice, Zoho Books, Zoho Inventory) are taking steps to help you keep up. We already support a slew of integrations in line with this shift, and now we’re adding an integration with our own digital signature software.
We are excited to announce that Zoho Finance now integrates with Zoho Sign, a complete digital signature solution that lets you sign your documents securely and easily. Every time you sign a document, a secure hash is generated to ensure that your document remains authentic. Zoho Sign complies with the latest e-signature laws to provide you the highest level of data security.
Read on to learn how you can do away with paperwork and close deals faster by integrating your Zoho Finance account with Zoho Sign.
Why should you integrate with Zoho Sign?
Go digital: Complete your entire quote-to-cash process securely online. With this integration, you can enjoy a paperless invoicing experience and be free from the hassles that come along with collecting pen-and-paper method signatures.
Save time and resources: Get your documents signed within minutes, instead of waiting days or hours for an in-person signature. There’s no need to waste time and resources printing and scanning documents just to collect one signature.
Reduce operational costs: According to Ombud Open Research, you can save an average of $20 per document by choosing digital signatures. And going paperless is easier on the environment too!
What can you do with the integration?
1) Send digitally signed invoices and estimates
A digitally signed invoice or estimate is an authentic document that your customers can completely trust. Adding a digital signature ensures that your documents cannot be forged.
Signing your documents digitally is as easy as signing with a pen and paper. Once you’ve set up the integration in, say Zoho Invoice, simply select an invoice or estimate, preview your signature, and add it to the document. It only takes a few seconds to get your signed document ready to send to the customer. When you generate invoices from a recurring profile, a digital signature will be added automatically.
2)Accept customer signatures on estimates
No more traveling or carrying papers around to get your customer’s signature in person. You can now close deals faster by accepting digitally signed estimates.
When you integrate with Zoho Sign, your customers can easily accept estimates by digitally signing them through the Client Portal. The signed estimate will then instantly reflect in your Zoho Invoice or Zoho Books account, so that you can invoice it. That’s less work and more convenience for both you and your customers!
How do you get started?
To start off, you need to create a Zoho Sign organization and upload your signature. Once that’s done, integrating with Zoho Finance will only take a few minutes. You can read all about how to integrate from our help documents (Zoho Invoice, Zoho Books, Zoho Inventory). Here’s a short video about the integration in Zoho Books:
Start signing your documents digitally and go completely paper-free with the Zoho Sign integration. Try it out now, and drop your feedback in the comments below.