Zoho Sign

Simplify Contract Management with Zoho Contracts

What is Zoho Sign?

Zoho Sign is a cloud-based digital signature solution that allows you to send documents for signature, track their status, and manage legally binding agreements from anywhere. Whether you’re handling contracts, proposals, onboarding documents, or approvals, Zoho Sign provides a secure, efficient, and paperless way to complete the process.

The platform supports multiple signing workflows, templates, bulk send, reminders, and audit trails. It is fully compliant with global e-signature laws, including ESIGN and eIDAS. With end-to-end encryption and detailed access controls, Zoho Sign ensures your documents are protected and your processes remain compliant.

It works across devices, integrates with other business applications, and eliminates delays associated with printing, scanning, and emailing physical documents.

What makes it such a great Solution?

Zoho Sign makes document signing faster, more secure, and more organized. It replaces manual paperwork with automated digital workflows, helps reduce errors, and improves turnaround time for agreements across teams and departments.

How does it empower my Business?

Zoho Sign empowers your business by simplifying how agreements are created, shared, and signed. You can upload PDFs or generate contracts from templates, add signer fields, and send documents for signature with a single click. Signers receive secure links, sign documents online, and each step is tracked in real time.

The platform includes advanced features like multi-level approval workflows, signer authentication methods, access expiration, and automatic reminders. Documents are stored in a central repository and can be organized by type, date, or status.

For legal and compliance teams, Zoho Sign provides tamper-proof audit trails, certificate of completion, and adherence to regional and international digital signature standards. For operations and HR teams, it improves onboarding speed, contract visibility, and administrative efficiency.

What are the Modules that are included?

Zoho Sign provides a complete suite of digital signing and document workflow tools:

Document Upload and Template Builder
Signing Workflow Management
In-Person and Remote Signing
Signer Authentication and Access Control
Document Tracking and Status Updates
Automated Reminders and Expiry
Audit Trails and Compliance Logs
Integration Hub
Reports and Dashboards
Mobile App for Signing on the Go

What are the main Features and Functions?

Upload and prepare documents with drag-and-drop signer fields
Create reusable templates for frequently signed documents
Send documents to one or multiple recipients with signing order
Use multi-factor authentication for added signer verification
Schedule automatic reminders for pending signatures
Track each document’s progress with real-time updates
Enable in-person signing with guided flows
Access signed documents anytime in your account
Maintain full legal compliance with global e-signature standards
Integrate with Zoho CRM, People, Books, Contracts, and WorkDrive

What are some of the Typical User Cases?

Sales teams use Zoho Sign to send quotes, proposals, and contracts for signature directly from Zoho CRM.
HR departments handle offer letters, policy agreements, and onboarding forms.
Legal teams manage NDAs, vendor agreements, and compliance documents.
Finance departments streamline invoice approvals, PO authorizations, and internal audits.
Service businesses use it to sign client agreements, renewals, and consent forms quickly and securely.

In each case, Zoho Sign reduces paperwork, speeds up approvals, and gives teams a reliable digital trail.

Does it integrate with other Zoho Solutions?

Yes. Zoho Sign integrates natively with Zoho CRM, Zoho People, Zoho Books, Zoho Contracts, Zoho WorkDrive, Zoho Mail, and Zoho Creator. It also connects with third-party apps like Microsoft 365, Google Workspace, Dropbox, and Box.

Practical Example of Integration

Imagine your sales team finalizes a deal in Zoho CRM. With Zoho Sign, they can instantly generate and send a contract for signature using data from the CRM record. Once signed, the document is stored in Zoho WorkDrive, and the signed status updates automatically in the CRM.

In HR, you can link Zoho People with Zoho Sign so that employee onboarding documents like offer letters, tax forms, and contracts are sent, signed, and stored digitally without switching platforms.

This level of integration helps teams move faster, eliminates manual follow-ups, and improves data accuracy across departments.

Pricing and Scalability

Zoho Sign offers flexible pricing plans for individuals, teams, and enterprises. You can choose a plan based on your usage volume, required features, and team size.

Plans include:

Free
Standard
Professional
Enterprise

You can choose between monthly and annual billing. All plans include legally compliant digital signatures, secure storage, signer tracking, and access to mobile and desktop apps.

Click here to view Zoho Sign plans and pricing.

Get a Free Trial Subscription. No Commitments, Just Results!

Start signing documents the smarter way with Zoho Sign’s free trial. No software to install and no credit card required.

Send your first document, collect secure digital signatures, and experience how easy it is to manage approvals and contracts online.

No commitments, no hassle, just fast and legally compliant e-signatures.

Free Onboarding Courses to Help You Succeed from Day One

Our free onboarding course for Zoho Sign is designed to help you master the platform from the moment you start. Created by Pinnacle Business & Marketing Consulting, this course guides you step by step through sending documents, setting up templates, managing signers, and tracking signatures in real time.

You will also learn how to automate reminders, maintain compliance, and integrate Zoho Sign with your other business tools like Zoho CRM, People, Contracts, and WorkDrive. The lessons are practical, easy to follow, and built to help you become confident and efficient with digital signing.

No cost, no confusion, just expert instruction to get you up and running fast.

Legal Notice

“Zoho” and all Zoho product names and logos are trademarks of Zoho Corporation Pvt. Ltd. At Pinnacle Business & Marketing Consulting, LLC, we proudly offer expert consulting, implementation, and training services for Zoho solutions. As an authorized Zoho Partner since 2020, we bring hands-on experience and deep product knowledge to help you get the most out of your Zoho subscription. While we are not owned or operated by Zoho Corporation, our services are designed to align with Zoho’s best practices and empower your business to grow.

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Click on any of the below supported Zoho Solutions and their Free Onboarding Self-Learning Courses to learn more about how you can get up and running in Record Time.

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