Zoho Sign Review
It wasn’t until recently that we discovered the importance of teamwork and how essential it is to relate to our colleagues to achieve our objectives. Because businesses adapted their activities to the work from home scenario, they also appealed to using technologies and software to ease their work. In this Zoho Sign review, we will discuss how companies can continue their work with the support of new technologies. Moreover, we will see how businesses can better organize their work by going paperless.
Ease of use
Value for Money
Starting from: $11/month/annually
Pricing Model: Subscription
Yes, has free trial
Yes, has free version
- Improvement of workflow
- Ease of use
- Intuitive interface
- Extensive APIs
- Flexibility via mobile app
- Zoho watermarks
- Not all the tasks are automated
- Small business
- Medium business
- Non-profit Organization
- Large enterprises
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
What is Zoho Sign?
As its name puts it, Zoho Sign is software created for digitally signing papers for business signatories. The Zoho Sign app has a broad spectrum of uses, and businesses can reach for it to sign documents like sales orders, agreements NDAs, and many other types of files. You can sign any paper no matter when and where you are.
So, call Zoho Sign a collaboration tool because it allows you to carry on your activities with business partners and team members. This tool is used for closing deals, business, purchase orders, personal transactions, signing routine documents, or sales agreements.
Employing these kinds of tools is a switch from traditional to digital. It is not only a response to the pandemic challenges asking for social distancing, but an effective method to make your job easier. Zoho Sign helps your business eliminate the hassle of moving papers from one place to another, giving you a more organized alternative. All your important papers are in a secure digital place.
In addition, following the technological advancements that can save time, signing real papers with a pen became obsolete. So, if you can free it up and keep it for other essential tasks, why wouldn’t you? The digital signature is nothing less than a modern alternative to the traditional pen and paper signing.
If you are struggling with the integrity of the digital signature when it comes to legal aspects, do not worry. Zoho makes sure that the signing process is legally binding across most worldwide proceedings and deals, having the value of the handwritten signature. As a result, Digital signatures are accepted legally assigning methods in regions such as parts of North America, the European Union, and Asia-Pacific.
How to use Zoho Sign?
Now that you have an overview of this document signing app let’s start using it. To begin with, the Zoho login process is as simple to follow as the entire platform. First, create an account by filling in the email and password fields. Note that if you are a resident of the European Union or India, you must use their dedicated portals.
Once the Zoho Sign up process is completed, you will be redirected to the main software’s dashboard. It is a very organized interface with all essential functionalities compiled on the left: sign, documents, templates, SignForms, reports, and settings. The next step is to create a Zoho Sign account for the other users you will share electronic signatures. Then, add them manually via email invitation links or automatically.
After all, setting up the electronic signature is a key part of this electronic signature app. So, go to settings, then profile, and click on the edit icon next to the Signature and Initial. This esignature can be typed, drawn, or uploaded from the computer. In addition, it allows you to customize and choose which one of the three options suits you best.
And now, the high point of the app – the process of esigning documents. Click on the icon Send for Signature on the main page. Drag and drop the document you want to be signed, upload it from your computer, or import it from your cloud service. Set deadlines for papers signing, the agreement’s validity, and add the recipients to complete the process. Playing a bit with Zoho, we discovered that you could add private notes for any recipients and reminders and set additional security parameters such as email or SMS authentication.
If you’re done with this step, click continue to jump to the next one. Drag and drop the fields from the right that the recipients must fill to their equivalent areas from the paper. Confirm the details, then send the document. To sign a document, the recipients should agree to the legal disclosure before. This functionality is also customizable, and you can modify and add in the disclosure any requirements and conditions you have.
Zoho Sign Features
For sure, a digital platform must include many functionalities to be a considerable alternative to replace traditional activities, especially when it comes to conferring trust and responsibility to an app to support your company’s activities. And Zoho Sign features honorably respond to all business’ expectancies and requirements. Thus, here are some of the most useful features made available by Zoho Sign.
Who would conceive a signing software without the signing feature? Because it is the core capability of this app, it stands to reason we will cover it firstly. Here, you have three possibilities you can sign your documents. You can draw your signature for a more personalized and authentic touch, or you can keep it simple and only use the typing option. Also, you can upload photos of the signature from your computer. Any option is legally accepted and can be set as the preferred choice for the next document to be signed automatically.
Zoho Sign allows you to share documents with your team and sign together. You can see the pending signatures and who signed the document already. This helps you keep track of the work progress and gives you the bigger picture of what needs to be done. After everyone has signed the papers, you will receive a copy of the document in your inbox.
Wherever you are, Zoho Sign is always on duty. Zoho is a place that brings together all the files that need to be signed. You can transfer your documents from your desktop, Google Drive, OneDrive, Dropbox, Box, or Zoho WorkDrive. This way, you will never lose track of the activities, and you will be able to keep track of all the documents you have signed or that you must deal with in the future.
Moreover, Zoho Sign understands the importance of contracts for your business, so the platform makes sure that there is no possibility of losing them. Thus, the solution he proposes is to save a copy of your signed documents in cloud applications such as Dropbox, Box, OneDrive, and others. As a result, your data will be protected, and you will have access to it whenever you want.
Moreover, Zoho Sign software is multiple file format friendly. It supports many file formats from the well-known and most used .pdf, .png, .html, .xlsx, and .docx to others not that popular like. sxw, .tex. So, whatever unpopular file format you use, Zoho Sign is likely to know about it and allow you to import and sign it. In addition to these aspects, to ease and improve your workflow, this comes to your aid with an automatic field addition functionality. Using it, you can text tag your document’s content, and Zoho automatically creates the corresponding fields when uploading the document so that you can sign it quickly.
Of course, the process of signing documents must be made by more people. Here comes the collaborative component of this piece of software. Let’s say you are a business owner who has partners and employees worldwide. It would not be easy to call or message them after sending every piece of document.
Instead, you can add public or private real-time comments and notes. For example, you might want to make the document clearer or add the extra necessary information or elaborate a bit on the document’s content. And this can happen right inside the document, without further calls and sending and resending files for clarity.
To avoid the possibility of forgetting to sign the documents, Zoho tracks them for you and your team and sends reminder notifications to complete the signing process. Moreover, Zoho Sign is lenient and believes in second chances. Unlimited second chances. If you have made a mistake in the document or sent it to the wrong receiver, you can quickly recall the file and cancel the process. Furthermore, you are in complete control of the action to be made with the documents. This means you can approve which one you want, deny, or decline them as you please.
When your work within settings that represent and fit your personality, the satisfaction that comes is inevitable. Thus, Zoho allows you to customize your documents by adding your brand visual identity. It can be logos, colors, content, or whatever aspect you feel will suit your branding. The same goes when it comes to the native language. Having separate documents in languages the team members fully understand is surely necessary. Now, they have it. Signers can complete the document signing in their native language.
Additionally, you can make long-time reusable templates out of your most frequently used documents. Not only will you save lots of time using templates, but your document will carry your personal touch, which will show consistency and unity.There is more to Zoho Sign software, and thanks to the large suite of functionalities, we can say it is a remarkable signing platform. So, other interesting and useful features it developed are:
Zoho Sing pricing
It is gratifying to see that a major platform for the business world such as Zoho Sign manages to understand its mission. Besides the wide range of functionalities, you can see Zoho’s expertise and understanding of the audience in the pricing plan. Thus, the Zoho pricing plan has a diversified offer. For the paid versions, prices start from $11 and reach $25 user/month billed annually.
Free, Standard, Professional, Enterprise, and a 14-day free trial for the Enterprise version. Yes, it seems like Zoho Sign appeal for anyone who seems to be into the documents signing arena. Thus, let’s get started with the first plan.
The free version has great features like signing workflow, print, sign and upload for physical signing, document and folder management, and basic integrations. Perhaps its only shortcoming is the signing functionality limited to 5 documents per month and a single user only. But, as the Zoho Sign pricing plan progresses to the premium versions, this platform’s capabilities are more complex and developed.
- Single user only
- 5 documents/month
- Signing workflows
- Signer authentication code via email
- NewSigning with USB token for DSC
- Print, sign, and upload for physical signing
- Reminders and notifications
- Audit trail and certificate of completion
- Document and folder management
- Import documents from and export documents to cloud storage apps
- Basic integrations with Zoho Apps
- Mobile apps
- Desktop apps
- Everything in the Free Plan +
- 25 documents/user/month
- Approver action
- Signer authentication code via SMS
- Organization email alias configuration
- Advanced integrations with Zoho Apps
- Basic integrations with 3rd-party apps
- Priority technical support (email, web, and phone)
- Everything in Standard +
- Unlimited documents
- Multi-language support
- Signer attachments
- Template sharing
- Integration with Zoho Forms
- Everything in Professional +
- Automation credits*
- Document sharing
- In-person signing
- Bulk send*
- NewQualified Electronic Signatures (QES) - Uanataca
- NewSigning via 3rd-party DSC providers - eMudhra
- Trusted document time stamping
- Blockchain timestamping
- Recipient redirection
- Automatic cloud backup
- Mobile SDKs
- Advanced integrations with 3rd-party apps
See all Features
Thus, in Standard, for $11, you have everything in the free plan and more. This means 25 documents/user/month to sign, signer authentication code via SMS, support, and advanced integration.
As for the Professional pricing plan, the price of $18 brings you everything in standard plus unlimited documents, singer attachments, templates, reports, and many other integrations. The last plan includes all the features designed for Zoho Sign. So, automatic cloud backup webhooks, blockchain timestamping, and bulk send features you will get from the Enterprise plan.
Zoho Sign Alternatives
Before reaching for an electronic signature app, you must research the topic. Because there is no universal best document signing app, certain software components serve your requirements as diversified as people are, as various their needs. Therefore, you can find Zoho Sign alternatives to meet your demands better.
- Adobe Sign
- Sign Request
Zoho Sign vs. DocuSign
DocuSign is one fierce competitor of Zoho Sign and one of the leaders in digital signing software. It is marketed as an all-in-one document management and electronic signature app. Its set of features and functionalities speak up for its popularity. For example, it can track and see the status of sent documents that request an esiganture and receive notifications for documents requiring your signature. In addition, you can create reusable templates to save time and be updated with document reports in real-time; all of these happen accompanied by an accessible and user-friendly interface.
On the surface, they might look the same. These apps have templates, advanced authentication, bulk send, mobile apps, integrations with G Suite, Dropbox, or in-person signing. But the biggest differentiator is the lack of a free version of DocuSign.
However, you can see what DocuSign is all about with the free 30 days trial and no strings attached. Moreover, Zoho Sign overshadows the limited suite of integration apps of DocuSign. Because the first one is a member of the Zoho family, you will find among its integration’s apps like Zoho CRM, Zoho people, Zoho Recruit, Zoho Forms, Zoho Docs, and many others. Also, DocuSign is a bit pricier than Zoho.
Zoho Sign Review Conclusions
Who would have thought that the signing and transferring papers could become effortless? We spent some time with Zoho, and it is a pleasure to have found an app that responds very well to the actual dynamics of the world. It has solid features providing you with a smooth experience. Moreover, it gives you all the functionalities you need to carry out your business and personal projects.
Our Zoho Sign review discussed an affordable esigning document tool to eliminate the hassle of transferring papers from one place to another. Used in almost all activities fields, from HR and legal to sales or finance, Zoho Sign convinced us it is a reliable, quick, efficient, and legally accepted solution for signing business and individual documents.