Automating digital signature processes with Zoho Sign
Businesses can automate the process of sending documents for signature with the Zoho Forms and Zoho Sign integration. This means sales contracts, agreements, and other documents can be sent to clients or prospects directly from Zoho Forms, eliminating the need for manual document handling.
Zoho Forms & Zoho Sign
Have a quick look at how easy it is to integrate Zoho Forms with Zoho Sign to start automating task creation now!
Faster turnaround times
Agreements get signed quicker with automated digital forms. No more chasing down physical signatures.
Improved compliance and security
Zoho Sign offers security features like encryption and audit trails to ensure the integrity and confidentiality of signed documents.
Reduced costs
Save on printing, mailing, and storage costs associated with paper forms and documents.
Let's imagine a scenario
An ecommerce business needs to collect customer information and obtain their signature for order confirmations and return policies.
Automation with Zoho Forms & Zoho Sign
The ecommerce platform captures order information with Zoho Forms in the checkout process.
Upon form submission, Zoho Forms automatically triggers a predefined Zoho Sign template that creates a personalized order confirmation with signature fields.
An email is sent to the customer with a link to review and sign the document electronically
Zoho Sign securely stores the signed document with an audit trail for record-keeping.
The ecommerce business receives a notification and can access the signed document within their Zoho account.
The traditional process
A customer places an order on a company's website.
The business manually generates an order confirmation PDF with customer details.
They email the PDF to the customer for their signature.
The customer prints the document, signs it, scans it, and emails it back.
The business saves the signed document electronically.
Useful features for managing e-signature workflows
Create templates
Create and customize your document in Zoho Sign and integrate it with your form.
Collect data
Collect the necessary data from your customers using Zoho Forms.
Monitor signatures
Automatically send the prefilled document for e-signatures and monitor its status.
Process cycle
Data capture
Use Zoho Forms to collect data by embedding forms on your website or sharing them via email campaigns. Include fields for capturing contact information and any other details relevant to your process.
Automated document sending
Set up workflows to automatically send documents for signature using Zoho Sign as soon as a lead fills out a form. This ensures prompt follow-up actions and minimizes delays in the cycle.
Tracking and notifications
Zoho Sign provides real-time tracking and notifications for document status updates. Use this feature to stay informed about the progress of document signings and follow up with clients as needed.
*TERMS AND CONDITIONS FOR CREDITS REDEMPTION:
- Unused Zoho Wallet credits will expire in 30 days.
- You can redeem 100% of the credits only if you opt for a monthly plan. If you opt for an annual subscription, you can only use up to 50% of your Zoho Wallet credits.
- You can purchase any edition of Zoho Sign with your credits for any number of users.
- Make sure you add your credit card details only after your Wallet credits have been used.