Best use of Signing with Zoho Sign
Use Cases and Deployment Scope
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
Pros
- Contracts
- Payment options
- terms of work
- service agreements
- options to choose products or services
Cons
- 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
Return on Investment
- 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.
Alternatives Considered
Adobe Acrobat Sign and DocuSign
Other Software Used
Adobe Acrobat, Zoho Books, Zapier
