Zoho Sign: The Complete Agreement Journey Made Simple

Zoho Sign: The Complete Agreement Journey Made Simple

Agreements are the foundation of every business.

When Zoho introduced Zoho Sign in 2017, our vision was to make signing documents effortless—anytime, anywhere. Since then, Zoho noticed a recurring challenge: most agreements undergo last-minute edits before the signing stage.
Traditionally, this meant switching back to a word processor, making adjustments, re-uploading, and resending the file—only to repeat the cycle if recipients requested changes. This back-and-forth slowed down the entire agreement process.
Today, Zoho shares a major step forward: a complete agreement workflow built right into Zoho Sign.
You can now:
  1. Draft agreements directly
  2. Make quick edits or annotations in-app
  3. Set up your signing process
  4. Collaborate seamlessly with recipients
  5. Finalize agreements faster with AI
And with AI-powered assistance, every stage of the agreement journey becomes more efficient and intelligent.

Agreement journey

AI

Draft agreements

Document generation

Edit/annotate agreements with last-minute changes

 

Configure the signing workflow

Automatic field detection

Collaborate with recipients

 

 

Sign the agreement

AI assistant for signers

  • Document summarization

  • Key term extraction

  • Ask Zia (Q&A)

 

 

The New Agreement Journey  

1. Draft agreements  

Start from scratch or let AI do the heavy lifting. By integrating with OpenAI, you can instantly generate professional drafts and even save them as templates for future use. Just tell Zoho Sign what you need, and you’ll get a ready-to-use agreement in seconds.
                              

2. Edit and annotate with ease  

No more jumping between apps. Make last-minute corrections or add annotations directly within Zoho Sign—fast, simple, and convenient.

                                                                     

3. Configure the signing workflow  

Set up the order and roles of your signers with flexibility:
  • Sequential or parallel signing
  • In-person signers
  • Witness signatures
  • Approvers
  • Managers
  • Recipients who have just received a copy
AI-powered field detection saves even more time. Zia, our smart assistant, automatically identifies empty fields and places the correct signature, date, and text fields—so you don’t have to.

                                                            

4. Collaborate with recipients  

Smooth communication, right where you need it. Recipients can highlight specific text and leave comments directly in the document. You and your collaborators can reply, clarify, and make changes instantly—keeping the agreement process moving without unnecessary delays.

5. Sign the agreement  

Recipients get multiple signing options—via email, SMS, or WhatsApp—and can rely on Zia’s AI features to accelerate the process:
  • Document summaries for quick overviews
  • Key term extraction to highlight crucial details
  • Ask Zia for instant Q&A about the agreement’s contents

 

At Zoho Sign, Zoho's mission is to simplify the way businesses handle agreements. With these new capabilities, Zoho is making the entire journey—from drafting to signing—smoother, smarter, and faster.

And this is just the beginning.
For Further information, visit www.pfc-group.com

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