Digitally sign your finance documents with Zoho Sign

22/11/19 04:10 PM By Tin

As the world is becoming digital, we at Zoho Books are taking steps to help you keep up. We already support a slew of integrations in line with this shift, and now we’re adding an integration with our own digital signature software.

We are excited to announce the integration of Zoho Books with Zoho Sign, a complete digital signature solution that lets you sign your documents securely and easily. Every time you sign a document, a secure hash is generated to ensure that your document remains authentic. Zoho Sign complies with the latest e-signature laws to provide you the highest level of data security.

Read on to learn how you can do away with paperwork and close deals faster by integrating your Zoho Books account with Zoho Sign.

Why should you integrate with Zoho Sign? 

Go digital: Complete your entire quote-to-cash process securely online. With this integration, you can enjoy a paperless accounting experience and be free from the hassles that come along with collecting pen-and-paper method signatures.

  • Save time and resources: Get your documents signed within minutes, instead of waiting days or hours for an in-person signature. There’s no need to waste time and resources printing and scanning documents just to collect one signature.

  • Reduce operational costs:  According to Ombud Open Research, you can save an average of $20 per document by choosing digital signatures. And going paperless is easier on the environment too!

What can you do with the integration? 

1) Send digitally signed invoices and estimates
A digitally signed invoice or estimate is an authentic document that your customers can completely trust. Adding a digital signature ensures that your documents cannot be forged.

Signing your documents digitally is as easy as signing with a pen and paper. Once you’ve set up the integration in Zoho Books, simply select an invoice or estimate, preview your signature, and add it to the document. It only takes a few seconds to get your signed document ready to send to the customer. When you generate invoices from a recurring profile, a digital signature will be added automatically.

2)Accept customer signatures on estimates
No more traveling or carrying papers around to get your customer’s signature in person. You can now close deals faster by accepting digitally signed estimates.

When you integrate with Zoho Sign, your customers can easily accept estimates by digitally signing them through the Client Portal. The signed estimate will then instantly reflect in your Zoho Books account, so that you can invoice it. That’s less work and more convenience for both you and your customers!
At DEVTAC, we know the importance of CRM in business, and we know what will contribute to your business's growth. As the Premier Zoho Partner in the Philippines we can help you achieve your goal. Worried your customers aren't satisfied? Give us a call or send us a message!