Zoho Inventory

Zoho Inventory - Zoho Sign Integration

Digital signatures have come to be a great alternative to conventional signatures with pen and paper–especially for an online order management software like Zoho Inventory. Digitally signing a document can add a layer of authenticity as well as prevent unauthorized changes to them. 

Zoho Sign makes the process of digitally signing documents as simple as it can get. Here’s what the integration with Zoho Inventory can do:

Set up Integration

To set up the integration with Zoho Sign:

Insight: If you do not have an organization in Zoho Sign, the Connect Now button will be replaced with a link to create a Zoho Sign organization. 

Zoho Sign connect Zoho Sign configuration

Now, the integration has been set up and you’re all set to digitally sign documents in Zoho Inventory.

Pro Tip: You will be able to modify these options after setting up the integration by going to Settings > Integrations > Zoho Apps. Click View Details next to Zoho Sign and then click Edit

Sign Invoices

Only the admins and users with approval permission for invoices will have access to sign an invoice. Additionally, you will have to invite users to your Zoho Sign organization so they can configure their own signature, without which, they will not be able to sign invoices in Zoho Inventory–even if they have permission to do so.

The signature configured in Zoho Sign can be used to sign invoices in Zoho Inventory.

To do so: 

Insight: If you have configured multi-level approval for your sales transactions, then invoices can be signed only after they have been approved by the final approver. 

Zoho Sign - Sign Invoice Zoho Sign - Signature preview

Now, the PDF copy of this invoice will be digitally signed. The signature will be placed in the ‘Signature’ section of your invoice template. 

Pro Tip: If you’re using a custom template for invoices, add the %DigitalSignature% placeholder to include your signature in the invoice.

Zoho Sign - PDF View

You will not be able to view the digital signature in:

Edit Signed Invoices

If you edit a signed invoice, you will not be able to perform the following actions unless you re-sign the document:

To re-sign the document, follow the same steps as signing it. 

Warning: Re-signing a document will be considered as signing a new document and will count towards the usage of your pricing plan in Zoho Sign.

Zoho Sign - Re-sign Invoice

Note: You can view the different PDF versions of a signed invoice from the Comments & History tab. These PDF versions will also be available in the Documents module of Zoho Sign. 

Delete Integration

If you’d like to stop digitally signing documents in Zoho Inventory:

  1. Go to SettingsIntegrationsZoho Apps.
  2. Click View Details next to Zoho Sign. 
  3. Click the Delete Integration button in the top right corner. 
  4. Click Delete.

Zoho Sign - Delete Integration  

Now, the integration with Zoho Sign will be deleted. However, your digitally signed invoice will be available to download as PDF from the respective Comments & History section even after deleting the integration.