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Zoho Sign Integration & Document generation for Salesforce - @Sign (adsign)
Generate, send, sign and sync documents natively in Salesforce
Overview
The native bridge between Salesforce and Zoho Sign. Generate documents from Salesforce data with @Draft, collect data with @Form, and send, track and sync every agreement from any record, without middleware or leaving Salesforce.
See How Zoho Sign Integration & Document generation for Salesforce - @Sign (adsign) Works
Generate, send and sign from any record: Start from a Sign Mapping, upload any PDF, pick a file from the record or generate with @Draft. Review pre-filled signers and fields, then send, all without leaving Salesforce.
Draft document generation: Build documents natively in your org from one or more objects and their related records. Tables, filters, formulas and aggregations, triggered from a quick action or Flow. No external services.
Template builder: Create and manage your signing templates inside Salesforce. Place fields, assign signer roles and keep document design and CRM data in one place.
Intelligent Sign Mappings: Prefill templates with standard or custom Salesforce fields, related records or static values, and write signed data back to your records automatically.
@Form intake and surveys: Collect data before the contract with secure public forms or Experience Cloud. Validate responses, then convert them to a contract merged with your Salesforce data. Surveys and registrations with @Form Surveys.
Native LWC command center: Add our Lightning Web Component to any record page to send, track and manage agreements on a unified, colour-coded timeline.
Flow-ready automation: Trigger signature requests and document generation from Salesforce Flow on stage changes, status updates or custom logic. No code required.
Actionable dashboard: See expired sign requests, forms awaiting conversion and sync errors at a glance, with Zoho API credit and document usage in the @Sign Admin app.
Transparent pricing: Per-user pricing that gets cheaper as you grow, with @Draft and @Form Surveys as optional add-ons. One master Zoho Sign connection, so signers never need a Zoho licence.
@Sign turns Salesforce into a complete contract workspace. Teams generate, send, sign and track agreements from any record, and signed data flows straight back into Salesforce. That means no re-typing and no tab-hopping. Contract-intake forms are included at no extra charge. @Draft document generation and @Form Surveys are optional add-ons, and pricing is per user and gets cheaper as you grow. Zoho Sign is billed per document, so signers never need a licence. Technically, @Sign is a native managed package built on Lightning Web Components and a single master Zoho Sign connection. Sign Mappings connect templates to any standard or custom object and its related records, with bi-directional field sync. @Draft generates documents in-org, with no external services. Public forms run on secure links or Experience Cloud, and requests and document generation can be triggered from Flow.
Categories
- Business Needs
- Contract ManagementDashboards & ReportsHuman Resources
- Industries
- Financial ServicesHealthcare & Life SciencesProfessional Services
- Personas
- AdministratorBusiness UserConsultant
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
