Zoho Sign guide

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

1. Upload your document (PDF, Word) or start from a reusable template.
2. Add the recipients and set the signing order if there are several signers.
3. Place the signature, initials and date fields on the document.
4. Send it — each signer receives a secure email to sign on any device.
5. 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.

• Zoho Sign knowledge base
• Official user guide
• Zoho Sign release notes — what’s new and improved

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.