Zoho Sign gets your contracts, quotes and agreements signed electronically in minutes instead of days. Electronic signatures are legally recognized in Canada, and every document keeps a complete audit trail.
Getting started
- Upload your document (PDF, Word) or start from a reusable template.
- Add the recipients and set the signing order if there are several signers.
- Place the signature, initials and date fields on the document.
- Send it — each signer receives a secure email to sign on any device.
- Track signature status in real time and receive the final signed document automatically.
Key features
- Document templates for your recurring contracts.
- Timestamped audit trail for every signature.
- Automatic reminders to late signers.
- Integration with CRM, Books, Writer and Forms so you can sign without leaving your tools.
- SignForms to collect self-service signatures.
Tips from our specialists
- Create templates for your 3–4 most frequent documents: sending will go from 10 minutes to 30 seconds.
- Combine Writer + Sign: the contract is generated with your CRM data, then sent out for signature automatically.
- Turn on automatic reminders — the polite nudge that costs you nothing.
Official resources
Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.
Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Sign in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.
User and administrator guide with a clickable index: Zoho Sign manual (French) · Zoho Sign Manual (English)
See also: all Zoho manuals and guides
The three mistakes we fix most often
- Sending a PDF with no fields. The signer does not know where to sign or what to fill in, and the document comes back incomplete. Placing fields takes seconds and saves a round trip.
- Not setting the signing order. When three people must sign in sequence, the tool needs to be told. Otherwise the document circulates out of order.
- Leaving reminders manual. Automatic reminders recover a good share of forgotten documents, without anyone having to think about it.
What Zoho Sign changes once it is connected to the rest of Zoho One
Signing stops being a manual step between two systems.
- A quote from Zoho CRM goes out for signature from the customer record;
- The signed contract comes back filed in Zoho WorkDrive, in the right place;
- The signature can trigger the invoice in Zoho Books or the project creation;
- Document templates are generated in Zoho Writer from the record’s data.
Frequently asked questions
Is an electronic signature valid in Quebec?
Quebec’s Act to establish a legal framework for information technology recognizes electronic signatures. Zoho Sign keeps an audit trail documenting who signed, when and from where. For a document with significant legal weight, still confirm with your legal advisor.
Does the signer need a Zoho account?
No. They receive a link, sign in their browser, and get the signed document back.
Can people sign on a phone?
Yes, and in the field it is the most common case: a work order signed on site rather than a paper carried back to the office.
Need a hand
If the setup stalls, or if you would rather not do the work twice, the first meeting is a Zoom call, free and with no commitment.
Book your Zoom meeting — or write to us at support@nuagix.ca