Zoho Inventory

Zoho Sign integration for Zoho Inventory

Zoho Sign now offers an integration with Zoho Inventory. Using this integration, users from your organization can digitally sign invoices before sending them across to customers. This enables your organization to swiftly generate legally compliant 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 Inventory:

  1. Log in to your Zoho Inventory account.
  2. Click Integrations on the left sidebar.
  3. Open the Zoho Apps tab in the Integrations section and click Connect next to Zoho Sign in the list of apps.
  4. Click Connect Now to authorize Zoho Inventory to access your Zoho Sign account.
  5. Configure the integration to enable digital signing for invoices and click Integrate.
  6. 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.
  • If you have a Zoho Books account with the Zoho Sign integration already enabled, it will be enabled by default in Zoho Inventory as well.

Pre-requisites to digitally sign invoices:

  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 Inventory:

  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, 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.

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

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