Best use of Signing with Zoho Sign
May 07, 2024

Best use of Signing with Zoho Sign

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho Sign

Using Zoho Sign helps to keep all our important documents in one place and allows us to maintain important files that we need to be signed by our clients. Using a digital signature that can be added to our documents makes them official. We use them for keeping payment details and it has helped us to prove that clients have authorized payments and agreed to our payment plans when they have disputed unrecognized charges to their card. When presented with an authorized form with the client's signature we have found the payments are returned to us promptly
  • Contracts
  • Payment options
  • terms of work
  • service agreements
  • options to choose products or services
  • Better ways to edit templates
  • add a credit card form input
  • create documents that then can be changes instead of uploading a document from word or pdf
  • Saves time when you are preformed forms that need to be signed as you can use the templates to send to various people
  • Reminders are a time saver as if a client has not sighed, reminders can be sent out at specific intervals.
  • having documents secure makes our documents legally binding is important and once signed they are locked so you can not copy or edit their contents.
Price is important but it has all the same features as some of the main brand names on the market which makes this package ideal for small businesses and larger ones looking at costs. The advantage we find is that we can edit forms with drop-down boxes and preset answers for the forms. Each entry field can be customized by data type and length or allow the client to enter their own answers.

Do you think Zoho Sign delivers good value for the price?

Yes

Are you happy with Zoho Sign's feature set?

Yes

Did Zoho Sign live up to sales and marketing promises?

Yes

Did implementation of Zoho Sign go as expected?

Yes

Would you buy Zoho Sign again?

Yes

great for sending out duplicate forms to clients that require a signature, this is fine when you do not have to keep changing details on the form. What is limited is if we need to change elements that need to be signed or remove elements as the original form is loaded up as a Word document or PDF. There are a variety of selection options to ensure that the data fields can be customized to font color and size number of characters etc.