Automation Credits

Automation Credits

Available only in Enterprise edition

Zoho Sign is the only digital signature app that provides a truly unlimited document signing service to its users. Our professional and enterprise customers can sign or send out as many documents as they like for signatures from our web and mobile app interfaces across the various platforms. And surely enough, this has helped transform thousands of businesses around the globe.

However, some selected high volume automations and integration functions offered across our plans are subject to fair use. We have restrictions in place to prevent excessive usage of these features against our generous licensing model. This restriction is exercised in the form of requiring users to purchase Zoho Sign credits as add-ons for automation once they cross a pre-determined threshold. And this threshold is determined for each organization by the amount of automation credits they receive every month. Automation credits enable users to explore, build, and automate custom Zoho Sign document workflows and integrations across apps within the Zoho ecosystem without having to make any additional purchase and within their plan/bundle subscription costs.

What are automation credits?

Automation credits are a system of complimentary credits in Zoho Sign awarded to organizations for executing automation and integration functions within the Zoho ecosystem. Organizations will receive a nominal amount of automation credits every month, proportionate to their number of licensed users, to minimize additional purchases when executing high volume automations and custom functions either in Zoho Sign or in integrations across other Zoho apps. An automation credit is consumed each time a document is sent out for signature using Deluge-based custom functions or automated integration tasks from other Zoho apps, or using the SignForms and bulk send features in Zoho Sign. Users may continue to send documents out for signatures using these automations at no additional cost until their automation credits run out.

How do we receive automation credits? Who can use them?

All organizations subscribed to our Enterprise plan (including bundles like Zoho One) will automatically receive their automation credits at the start of their billing cycle every month. The credits are provided at the organization or account level and, therefore, their usage is shared among all licensed users.

How many automation credits do we receive?

Organizations will in total receive an amount of automation credits that is proportionate to their licensed user count. At present, we cumulatively provide organizations 10 automation credits for every licensed Zoho Sign user up to a maximum of 500 credits every month.

For example: An organization comprising 20 licensed users will be provided 200 automation credits on their account every month. But an organization comprising 60 licensed users will be provided only 500 monthly credits due to the maximum cap.

Where are these automation credits consumed?

The table below provides a list of all the automations performed by Zoho Sign, and across Zoho apps, that consume automation credits.*

AppAutomation/integration actionAutomation credits consumedUpon exhaustion
Zoho SignSending documents for signature using bulk send1 automation credit/document5 Zoho Sign credits/document
Zoho SignReceiving submissions on SignForms1 automation credit/response5 Zoho Sign credits/response
Zoho FormsSending document signing link to recipient email upon form submission1 automation credit/document signature request5 Zoho Sign credits/document signature request
Zoho FormsRedirecting to Zoho Sign document for signing upon form submission1 automation credit/document signature request5 Zoho Sign credits/document signature request
Zoho WriterSending a merge-generated document for signature1 automation credit/document signature request5 Zoho Sign credits/document signature request
Zoho Flow&Sending documents for signature1 automation credit/document signature request5 Zoho Sign credits/document signature request
Zoho Deluge#Sending documents for signature1 automation credit/document signature request

5 Zoho Sign credits/document signature request

*Other product license restrictions may apply additionally 
&Applies to Flows built using only Zoho apps
#Applies to all Zoho apps that support custom functions via Deluge tasks

What happens when I run out of automation credits?

The automations that consume automation credits will start consuming Zoho Sign credits for each subsequent document signature request as mentioned in the table above.

Will automation credits be applicable for automations via the Zoho Sign API or advanced integrations with third-party apps?

Automation credits will not be applicable for automations via the Zoho Sign API or advanced integrations with third-party apps. The Zoho Sign API and advanced third-party integrations require the purchase of Zoho Sign credits as add-ons to send documents out for signature.

Where do I track my organization's automation credits and their usage?

To track your organization's automation credits and usage:

  1. Click Settings on the left navigation panel in your Zoho Sign dashboard and select Subscription details from the dropdown.
  2. In the Subscription details section, you can view the total count of the monthly automation credits provided to your organization and track how many credits have been used.
    To monitor their usage, click Usage history.
  3. The Usage history pop-up will display a detailed breakdown of the various automations consuming your automation credits.

To know how the automation credits system replaced our previous Fair Usage Policy, please refer to our announcement here.

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