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Zoho Sign and Zoho Projects
Streamline signature collection by integrating Zoho Sign directly into your Zoho Projects workflows.
Project management made easy with e-signatures
Handling multiple projects and tasks simultaneously is challenging enough. Add in piles of paperwork, wet signatures, and manual approvals, and this work becomes even more cumbersome.
Your digital-first team already uses Zoho Projects to improve productivity and efficiency. Now, use Zoho Sign's widget to incorporate e-signatures into your project management workflow. Send, approve, and track documents directly inside Zoho Projects.
Challenges of manual paperwork in project management
Disorganized collaboration
Projects often involve collaborative work across departments. With manual paperwork, these documents typically have to be processed, sent, and tracked individually. This creates security concerns, increased room for error, constant manual intervention, and scattered workflows.
Scattered workflows
Tracking a high volume of physical documents increases your team's mental load, increases gaps in communication, and can even lead to loss of information.
Slower task progress
A project's progress largely depends on your team's speed. Without automation, the project can stagger, resulting in a much lengthier timeline. This can lead to higher costs and slower document turnaround time.
Increased manual labor
A lack of digitization means human intervention is required at every step to prevent errors. Apart from the increased need for manual labor, this raises major security concerns, especially when working with sensitive information and confidential documents.
Use cases for Zoho Sign + Zoho Projects
Zoho Sign helps you sign, send, manage, and track documents right from a Zoho Projects task. It covers a variety of use cases:
HR
- Company policies
- Onboarding documents
Finance
- Invoices
- Estimates
Support
- Terms and conditions update
- Self-service requests
IT operations
- Policy agreements
- Service agreements
Marketing
- Event registrations
- Campaign approvals
Education
- Financial forms
- Loan documents
Why businesses are integrating Zoho Sign with Zoho Projects
Tight-knit integration
Zoho Sign can be integrated without any complex coding. It just takes a few steps to install it from Zoho Marketplace and configure it for your Zoho Projects workflows. Then, you're ready to get started.
Get documents signed
Use the Zoho Sign widget to send compatible documents and associated attachments out for signature. Or, sign documents yourself right from a Zoho Projects task.
Manage visibility
Admins get full visibility into the signing workflow, while users associated with a task have controlled access. This ensures that recipients can only see the necessary information.
Track document progress
Stay on top of the document's journey without leaving the task or issue. You and your team get notified when a signing workflow is initiated, and the process is tracked in the task or issue as comments.
Easy collaboration across departments
No more physical documents floating around multiple departments. Add all the recipients to the same workflow to collaborate with them, assign a signing order, and select recipient actions.
What the Zoho Sign + Zoho Projects signing workflow looks like
Create a task in Zoho Projects.
Upload a document to the task.
Sign or send the document for signatures with Zoho Sign's extension.
Add recipient details and assign a signing order.
Drag and drop signature fields onto the Document Viewer.
Get notified with comments, and track progress from within the task in Projects.
Plan projects and execute tasks efficiently with Zoho Sign!
FAQs
Zoho Projects is a complete project management system designed to help businesses track the project lifecycle from planning to execution.
Zoho Sign is a complete, legally valid electronic signature solution for all businesses seeking a digital alternative to traditional paperwork and wet signatures.
Zoho Sign's integration with Zoho Projects can be used across all paid plans. Learn more about the different pricing plans available for Zoho Sign.
If you have an existing Zoho Sign account, you can use it to integrate with Zoho Projects.
Absolutely! Integrating Zoho Projects with Zoho Sign gives you access to the Zoho Sign widget, which allows you to get documents signed right from the corresponding issue or task.