Zoho Books - Zoho Sign Integration Set Up

Zoho Books - Zoho Sign Integration

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

  • You and your users will be able to sign invoices and estimates with a single click before they are sent to your customers. 
  • You can restrict invoices and estimates from being sent to your customers unless they have been signed.
  • Your customers can be required to sign estimates before they can accept them from the client portal.
Here's a link to the activation and set up process:
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