Zoho Sign integration for Zoho Invoice

Zoho Sign now offers an integration with Zoho Invoice. 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 Invoice:

  1. Log in to your Zoho Invoice 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 Invoice to access your Zoho Sign account.

6. Configure the integration to enable the digital signature options and click Integrate.

Your integration is now enabled. You can edit your integration preferences at any time by clicking the Edit button or remove the integration by clicking Delete Integration.