Digitally sign your accounting paperwork from Zoho Books

Sign all your accounting paperwork in a simple, swift, secure, and paperless manner with Zoho Sign's integration for Zoho Books. Auto-populate your signature, enable and collect customers' signatures, and send the signed documents via email to recipients in a single workflow.

  • Estimate signing
  • Invoice signing
  • Credit note signing

Estimate signing

Estimate signing Estimate signing Sub-img

Invoice signing

Invoice signing Invoice signing Sub-img

Credit note signing

Credit note signing Credit note signing Sub-img

Collect customer signatures via the Customer Portal and public links

Customers can accept or decline estimates, pay invoices, and sign directly through the Customer Portal with Zoho Sign. Also, enable public links to allow customers to sign estimates straightaway via a URL.

  • Set public links
  • Customer portal signing

Set public links

Public links Public links Sub-img

Customer portal signing

Customer portal signing Customer portal signing Sub-img

Automatically convert signed estimates into invoices

Reduce repetitive paperwork, mitigate errors, and save time by converting signed estimates into invoice conversions with just a click.

Convert signed estimates into invoices

Replay

Install the integration in just three steps

Replay

Benefits of Zoho Sign + Zoho Books

Digital signatures with military-grade security

Zoho Sign uses cryptographic techniques (AES-265) to ensure the highest level of security for signatures. Zoho Sign also complies with various international digital signature laws and data privacy and security frameworks such as the GDPR, 21 CFR Part 11, ESIGN Act, and eIDAS.

Accelerated workflows

From estimate preparation to invoice signing, you can accelerate and automate your accounting and signature workflows with Zoho Sign for Zoho Books.

Time and cost-efficient

Zoho Sign reduces up to 80% of document turnaround time, cuts costs by nearly $30 per envelope, and saves 50 hours of work-time per employee a year.

Tightly integrated

Zoho Sign tightly integrates with Zoho Books for easy data syncing.

Why choose Zoho Sign over other alternatives?

  • Features

    Zoho Sign

    DocuSign

    Adobe Sign

    Dropbox Sign

  • Unlimited contract signing, storage, and templates

     

     

     

     

  • Tighter integration with Zoho apps and third-party apps

     

     

     

     

  • Qualified electronic signatures (QES) for contract signing

     

     

     

     

  • Blockchain-based timestamping

     

     

     

     

  • Free migration and onboarding assistance

     

     

     

     

  • Free technical support

     

     

     

     

Simple and secure signing for accounting platforms

Get Quote Request Demo

FAQs

  • Can I integrate my existing Zoho Sign account with Zoho Books?

    Absolutely! You can integrate both apps using your existing accounts.

  • Can I send signature requests as emails?

    Definitely. Enable "Receiver's signature" option in 'the "Other details'" section when editing an invoice template to provide a field space for a recipient's signature.

  • How can recipients sign the estimates, invoices, and credit notes I send them?

    They can sign your forms via the Customer Portal or via a public link that you provide.

  • Which edition supports this integration?

    You can access basic integration functions in Zoho Books with Zoho Sign's free account and a valid Zoho Books subscription. For advanced integration features, you need to have a valid Zoho Books subscription and a Standard edition (or higher plan) in Zoho Sign. Learn more