Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps | Experts session

Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho Practice to process transactional paperwork in a secure and efficient manner. Watch this webinar recording to learn more!

This video covers:
00:00 Introduction
00:52 Agenda
02:16 An overview of Zoho Sign
09:32 Zoho Sign integration with Zoho Finance apps
12:15 Setting up your profile and eSignature in Zoho Sign
13:20 Enabling the signature option within Zoho Finance app templates
15:06 Digitally signing estimates
17:17 Digitally signing invoices
18:49 Digitally signing purchase orders
20:27 Digitally signing credit notes
21:43 Zoho Sign integration with Zoho Checkout
22:27 Sending out documents for signature and payment collection
28:34 Making payments while signing documents in Zoho Sign
30:28 Checking transaction details
31:47 Zoho Sign integration with Zoho Practice
32:38 Sending a signature request in Zoho Practice
34:03 Resources

#ZohoSign #ZohoBooks

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