Zoho Books

Zoho Sign integration for Zoho Books

Zoho Sign now offers an integration with Zoho Books. Using this integration, users from your organization can sign invoices and estimates before sending them across to customers. Conversely, your organization may also have its customers sign estimates in their Client Portals in order to accept them. This enables your organization to swiftly generate legally compliant estimates and tax invoices using Zoho Sign and manage the signed copies online in secure cloud storage.

You may also record each signing and invoiced transaction in the Ethereum public blockchain with Zoho Sign's blockchain timestamping feature, and download complete audit trails and certificates of completion for audit and accounting purposes.

Steps to enable the Zoho Sign integration in Zoho Books:

  1. Log in to your Zoho Books account.
  2. Click on the Settings icon  at the top-right corner of your screen to toggle the Settings side-pane.
  3. Click Integrations on the Settings side-pane to navigate to the Integrations section.
  4. Open the Zoho Apps tab in the Integrations section and click Connect next to Zoho Sign in the list of apps.
  5. Click Connect Now to authorize Zoho Books to access your Zoho Sign account.
  6. Configure the integration to enable the digital signature options that suit your needs and click Integrate.
  7. Your integration is now enabled. You can edit your integration preferences at anytime by clicking the Edit button, or remove the integration by clicking Delete Integration.

Note: If you don't have an account set up with Zoho Sign, you will be prompted to create a Zoho Sign organization when enabling the integration.

Pre-requisites to digitally sign invoices and estimates:

  1. Set up your user profile and e-signature inside the Zoho Sign application.
  2. Enable Signature in the Footer section of your invoice and estimate templates from Settings.

Steps to digitally sign an invoice in Zoho Books:

  1. When creating a new invoice, click Save and Sign from the action menu at the bottom of your screen upon filling in all the invoice details.

    (or)
    When you have an invoice saved as a draft, open the Invoices module from the left sidebar under Sales, select the invoice that you want to sign, and click Sign Invoice.
  2. Preview your e-signature in the following pop-up and click Sign Invoice.
  3. Verify that the invoice was digitally signed when sending it to the customer.

Steps to digitally sign an estimate in Zoho Books:

  1. When creating a new estimate, click Save and Sign from the action menu at the bottom of your screen upon filling in all the estimate details.

    (or)
    When you have an estimate saved as a draft, open the Estimates module from the left sidebar under Sales, select the estimate that you want to sign, and click Sign Estimate.
  2. Preview your e-signature in the following pop-up and click Sign Estimate.
  3. Verify that the estimate was digitally signed when sending it to the customer.

Steps to get an estimate digitally signed by a customer in Zoho Books:

  1. Customer needs to log in to their Client Portal.
  2. They must open the estimate they want to accept and click Accept.
  3. The customer is then prompted to insert their e-signature to sign the estimate using their preferred signing method (drawn signature, typed signature, or image upload). Upon doing so, they have to click Sign and Accept.
  4. You can verify that the customer accepted the estimate by digitally signing it in your Estimates module.

To learn more about the Zoho Sign's integration with Zoho Books, you can visit their support article.

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