Effortless transactions, effortless approvals: Integrating Zoho Sign with Zoho Finance apps

Financial transactions are at the crux of every business deal. Each quote, estimate, or invoice has to go through multiple levels of approval before being to sent to customers. This draws out the turnaround time, making it more challenging to scale operations.

What are financial documents?

Any document that can provide information about a financial transaction, like a sales deal or a project evaluation, is considered a financial document. Other examples include credit notes, pricing quotes, estimates, and invoices.

What is their role in a financial transaction?

These documents provide insight into the various activities that happen in a financial transaction. They also serve as a record of transaction completion.
It is therefore critical that these documents are approved and securely signed.

The role of signatures in a financial transaction

Signatures indicate each party's agreement to the terms in a financial document. Financial documents often contain confidential data or crucial business information, so they must be properly verified through secure signatures. This protects them from forgery and other fraudulent activities.

Digital transformation and digital signatures

Today, most businesses offer their services and products online. This is largely due to the various digital transformation initiatives taken by governments worldwide. Digital signatures are highly effective when it comes to quickly collecting signatures during online transactions.

Digital signatures provide flexibility and ease of use to business owners and customers alike. Transactions are completed faster and there is an additional level of identity authentication, which is essential when a business transaction happens online.

Why do you need a digital signature extension for your finance apps?

Digital signatures are secure and tamperproof records for the authenticity of your documents. Adding a digital signature extension to your favourite finance app ensures that all your documents and transactions completed through it comply with the relevant eSignature laws.

If you are a user of Zoho's finance applications (Zoho Books, Zoho Invoice, Zoho Inventory, or Zoho Checkout), then this blog post can help you discover the power of adding the Zoho Sign extension to these apps.

We'll cover:

  1. Why Zoho Sign?
  2. The extension for Zoho Books
  3. The extension for Zoho Inventory
  4. The extension for Zoho Invoice
  5. The extension to Zoho Checkout
  6. How to install the Zoho Sign extension

Why Zoho Sign?

Zoho Sign comes packed with powerful features, and it tightly integrates with the Zoho Finance apps and other popular applications. You can build quick and efficient workflows to save time and operational costs. Here are some features that you should look out for:

  • Templates and SignForms
  • Workflow automation
  • Automatic field addition and detection
  • Document security and compliance
  • Blockchain time-stamping

The extension for Zoho Books

Zoho Books is a cloud-based accounting platform that can help you with all of your business finances, from core accounting to workflow automation. It also helps you ensure regional compliance.

Adding the Zoho Sign extension to Zoho Books lets you digitally sign credit notes, estimates, and invoices and send them to your customers. You can also send out documents for digital signatures. Learn more about the integration here.

The extension for Zoho Inventory

Zoho Inventory is an inventory management system that has been designed specifically for Indian businesses. It handles tasks ranging from managing orders to handling GST billing.

Adding the Zoho Sign extension to your Zoho Inventory account can help you get digital signatures and approvals on all documents related to your warehouse and inventory tracking, as well as send digitally signed invoices and credit notes to customers directly from your Zoho Inventory account. Learn more about the integration here.

The extension for Zoho Invoice

Zoho Invoice is a one-stop solution for all your invoicing needs. You can provide various payment options to guarantee prompt payments.

Adding the Zoho Sign extension to your Zoho Invoice account can help you send and accept digital signatures on your invoices, making them legally valid. You can set frequently used invoices as templates and send timely signature reminders for your recipients. Learn more about the integration here.

The extension for Zoho Checkout

With Zoho Checkout, you can create a custom payment page in minutes, with options for one-time or recurring payments.

The Zoho Sign extension for Zoho Checkout lets you easily collect payments using a secure payment URL or field in the documents you send out for signature. Learn more about the integration here.

How to install the Zoho Sign extension

You can directly add the Zoho Sign extension to your Zoho Finance apps from Zoho Marketplace in a few easy steps.

Get started

Businesses using finance applications are often hindered by the lack of an apt digital signature solution. Zoho Sign can be the perfect app to complement your finance applications.

Experience the product by signing up for a free 14-day Enterprise trial. You can share your feedback by dropping your comments below or by sending us an email at support@zohosign.com or support@eu.zohosign.com (if you reside in the EU).

Happy (Zoho) signing!


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