Create Your Zoho Books Invoice Template for Legal Needs Effortlessly

Zoho books invoice template for Legal

so my name is saiyanand and i'm a product marketer for zoho sign and uh in this session uh we will be taking a look at how you can integrate zoho sign with zoho books zoho invoice and zoho inventory and what else you could do with the integrations before we get started with the session let's take a look at the agenda for today's webinar first i'll give you a short overview of what zoho sign is and why it's necessary to use a an application like zoho sign and we'll walk you through some of the popular digital signing use cases in the process following which we'll walk you through the zoho sign integration with the zoho finance apps that we've mentioned which are zoho books zoho invoice and zoho inventory and once this is done uh we'll move on to the question answer segment so uh the first question that should probably be up in your head when you talk about a digital signature application is uh if your business is still doing paperwork the old way that is do you still draft paperwork manually and do you print and make copies of the paperwork do you scan them do you spend a lot of time by the copier or the printer and then you have all these paperwork stacked up for it to be signed by different people and uh distributed across your firm or sent across to your clients or your partners to get to have them sign it and this is done so through traditional means such as a mail or fax and if it's something um you know that has to travel quite a bit of distance then it'll take a while for it to be formalized and to be turned around and also if it involves a sale or something that is of a commercial transactional uh value then it probably has follow-up paperwork such as invoices and billing which uh have to be initiated right after this people get signed and even that is going to go through the same cycle and once all of this is done you have a huge pile of paperwork that you have to securely store somewhere within your office space so that you can retrieve it for future use for accounting and auditing purposes and other things so this is what we define as a traditional way of doing paperwork and you might be surprised to know that about 65 percent of the businesses around the world still do it this way and as we've already mentioned this requires a lot of manual work and there's uh pretty much no digitization uh in this whatsoever and uh if you're gonna uh keep doing this uh as a small to medium-sized business for you to grow with uh you know your uh success and for you to scale your business uh it's going to create a lot of issues uh for for well to start off with the paperwork is repetitive tiring and cumbersome so it's going to wear your employees out and it's something that requires a lot of collaboration and running around and if it's physical paperwork there's always a concern of forgery or dampering associated with it and there is always the unlikely risk of all your paperwork being damaged or lost in the in natural disaster or calamity and as i mentioned earlier if there's a lot of traveling to be done between you and your associates for your paperwork to be signed then there'll be long waits for the turnaround and this all of it is going to just impact the way you do business and um it's going to drain your resources it's going to cost a lot of money it's going to take up office space and it's going to cost you in labor hours as well and as i said it's just going to make your ability to scale your operations much more difficult so uh to tackle this uh is why we are talking about digital signatures and why we say you should start using digital signatures so digital signatures are an alternative to physical paperwork uh where you use a digital fingerprint that is unique to each signer similar to a physical uh signature and this digital fingerprint uh becomes compromised if a document is altered or tampered with and uh the advantage of this is that this is very secure and it also establishes designers authenticity and it makes it non-repudiable meaning a signer who has signed a document digitally cannot renege on their deal after signing it and given that the documents are unforgivable this also means the digitally signed documents are just as legally binding as uh physically signed documents so coming to zoho sign zoho sign is zoho's digital signature application which a lot of businesses some somewhere in the tens of thousands uh use on a daily basis to send sign and manage legally binding business documents through a very simple electronic signing process that is cloud-based so what zoho sign allows you to do is is the ability to sign documents or collect signatures or approval in documents and in the process you can have multiple signers establish a particular signing hierarchy have the specified in a particular order so that the document goes out one after the other and have different modes of signing have different roles for the recipients and even send reminders for those who have not signed the documents and on top of this there are advanced features which complement the basic set of functionalities such as being able to collect signatures in person sending documents out to a bulk list of recipients and being able to create templates which can be reused for commonly you know for common documents which are sent out over and over again and you can also have a form-based signing process through a sign forms feature which allows you to create a public link which can be accessed by anybody that has to sign a particular document and sign it and one of the key selling points of zoho sign is that the product itself is built on top of its own rest apis meaning it's very easy to integrate with other applications and we already have a host of integrations with several popular applications and uh with that you obviously as i said uh have options for custom integrations with your own in-house applications and websites using our apis and web hooks and uh coming to highlights uh zoho sign presently supports 12 different languages and offers custom branding options and uh through custom branding we allow zosan allows us users to add their own company's logo and customize the email templates with their own text and brand colors and also the overall design of it to align with their brand identity and you can also set your own legal disclosure for signers to agree to before they can go about digitally signing any documents you sent to them and you can even send documents from your own organization's email address provided you have your domain verified within zoho sign and you can also customize the experience of designers by redirecting them onto custom landing pages upon signing or performing any other action with respect to your document in terms of the security standpoint zoho sign offers military grade encryption and document security the the technology itself is based on the public key infrastructure system where signing keys are stored in fips compliant hardware security modules housed in our data centers and all your data and documents are encrypted using the ai aes256 encryption standard at rest and dls and ssl encryption standard when they are being transported over the web so sign uh obviously as i said uh as being a digital signature application thus has does have its own site to uh the legal side in terms of compliance zoho sign is compliant with several digital signature laws worldwide meaning documents that you sign with zoho sign will be valid in code uh under the esign act the ueta the p-i-p-e-d in canada the e-i-dis in european union and the from a privacy and uh security standpoint all of the all data in zoho sign are compliant with the gdpr regulations in european union uh this california consumer privacy act in the state of california and united states and even the hipaa in the united states which you've yet to announce and uh these this legal compliance is sort of backed up by a set of supplementary features that we have built into the product such as multi-factor app authentication role-based access for users the ability to generate reports tamper-proof audit trails and completion certificates and uh have authentication for signers through sms and email otp and something that is a little more popular with e-commerce users is a blockchain based time stamping where the hash of a signed document is captured in a public blockchain for the public to be able to verify that the document was indeed signed at a specific instant and on top of all of this the whole sign comes at a very affordable price point uh it starts at the part and ten dollars per user per month when you purchase it annually and uh given the current uh scenario uh you know throughout the world uh zoho sign is probably the best uh way to go about getting things done uh remotely as far as paperwork is concerned zoroasin allows you to sign and send documents collect signatures send documents to your field agents track and audit all your document activity and manage the documents upon being signed all of it being uh no you can do it from anywhere anytime on the go and on any device given the capabilities of the application to work off the cloud and as we said zosine can be used on the go meaning we have our own native applications for the android ios ipad os and mac os platforms zoo sign also integrates with other zoho applications presently we have about 17 different integrations within the zoho uh suite and as you can see on your screen uh zoho sign integrates with pretty much all the popular applications offered by the zoho uh suite of applications such as crm zoho mail zoho books zoho people the entire hrm suite zoho forms so writer workdrive creator uh deluge flow orchestra etc zoho sign is in fact one of the most tightly integrated apps within the zoho ecosystem and when it comes to third party integrations zoho sign integrates with office 365 and g suite to give users of these ecosystems the ability to sign documents within their applications and it also integrates with the cloud storage solutions such as onedrive box google drive and dropbox and uh it integrates with main boxes such as gmail and outlook and also other integration uh platforms such as integramad zpr and formstack documents so here are some possible use cases where we've noticed zoho sign being predominantly used this covers most common use cases that anybody would use signatures for but we do come across our users using zoho sign for several niche use cases as the days go by so do take a look at these and see where zoho sign will fit your you fit your needs and if you can find more places to use the sign we'd be more than happy to help you you know improve the application so that it helps you get your work done there so here's a quick preview of the xero sign dashboard this is what it looks like when you log in you can see the function the buttons to send documents out or to sign them yourselves and you can sign up to zoho sign at zoho.com and get a free 14-day entry trial uh enterprise trial so let's get into the main segment for this session which is the neural sign integration with zoho finance apps so uh first let me give you a quick matrix of sorts in terms of what the capabilities are with respect to these integrations so uh with the zoho books integration you can send doc send digitally assigned estimates to customers and our customers can accept the digitally signed estimates that you've sent them and also digitally signed them and you can send digitally assigned invoices to your customers and you can also send digitally signed credit notes to customers with the zoho invoice integration with xerosign you can send digitally signed estimates to customers and the customers can accept individually signed them and you can also send digitally signed invoices to customers however you can't send credit notes using zoho invoice with zoho inventory estimates are not available therefore you can sign or we can send digitally signed invoices to customers and digitally assign credit notes to customers so i'll give you a walkthrough of how you can go about doing all of these in the upcoming slides so let's take a look at what is required for this integration uh first thing you need is a valid zoho sign license and a valid zoho books a zoho invoice or a zoho inventory license for each of the respective app integrations or you could have a zoho finance plus bundle license which includes all of these apps or you could even have a zoho one license which includes all the zoho apps bundled into one package and that would work uh hassle-free across all these integrations and uh you need to uh for the integrations to be set up and used without any issues whatsoever you need to be an administrator at least for the setting up part of it and you need to have your user profile and the e-signature set up inside the zoho sign app and the signature must be enabled in the footer section of the invoice estimate or credit note whichever that you're sending out to your clients uh for more information on the pricing of zoho sign you can check the link at the bottom of the uh of the slide so let's take a look at how you can set up your user profile and e-signature in zoho sign so the first thing you would have to do is to go to zoho dot com slash sign which is the home page and then log in and once you've logged into zoho sign account you can click on settings from the left navigation bar and click on profile and once you're in your profile section you can go about filling in your signature your initial uh and other details for your profile and with that um no when you're uploading your signature you can do it in three different ways you can either type your signature and choose a font or you can draw your signature using a stylus or a touch screen pen or you can upload your an image of your signature and once this is done your e-signature within the zoho sign account is set up and with that your work inside the zoho sign app is complete all you've got left to do is to work within the zoho finance apps so let's take a look at how you can enable enable the footer signature option in the invoice estimate and credit node templates in each of these finance apps so uh the user interface for all of these apps are pretty similar therefore i'll be showing them side by side so uh whichever app you decide to choose will be books invoice or inventory from your dashboard navigate to settings and templates and once you navigated templates you will find the option to select your invoice templates or your estimate templates or your credit note templates you can select whichever template that you want to edit and click on edit and once that is done on the left navigation bar you'll find footer you can click on footer and uh you can scroll down and you'll see this one small signature check mark check box and all you need to do is have the check box checked and once that is checked your signature is enabled in that particular template and you can start digitally assigning that template whenever you send it out now let's take a look at how you can enable these integrations within the zoho finance apps so once again the user interface is very similar so i'm just going to do it side by side for all the three apps so to do that uh from each of these apps just open uh settings and click on integrations and then open the zoho apps section under the integration site panel and you'll have all the zoho apps it integrates with listed and all you have to do is search for zoho sign and once you find sign just click on connect and once you are inside the page you'll have a bigger button that says connect now so you can click on connect now now as i already said you need to have your zoho sign account and profile set up with your ec kitchen but if you haven't done so and you're trying to connect at this point it'll prompt you to create your zoho sign account first but yeah the process is fairly similar afterwards and when you click on connect now it gives you the uh the various options uh to be enabled with the integration the integration options for example here you can see the options that are available for zoho books and zoho inventory and you can check or uncheck the different options to have them enabled or disabled as you integrate the whole sign with the app once you click on save the integration will have been enabled and it will show you what uh functions are enabled and uh depending on what settings you've chosen it can it'll show you whether it's mandatory or if it's not mandatory and you can always edit the integration by clicking on edit and reselect your options so yeah that's about it that's very straightforward that's how you integrate zoo sign with any of these three applications in the zoho finance suite so now let's take a look at how you can digitally sign an estimate so the first thing you need to do is inside zoho books a zoho invoice just open the estimates module and click on a new estimate and when you have a new estimate pop-up you can fill in the details of the estimate and instead of clicking save and send which you would usually do you can click save and sign instead uh alternatively if you've already created an estimate and save it as a draft what you can do is you can just go to the estimates module and the draft estimate will be showing up you can click on the draft estimate and it will have a button at the top right that says sign estimate you can click on that now it's going to show you your signature preview this preview is directly fetched from your zoho sign profile and you can verify that it is indeed your signature and you can go about signing the estimate by clicking on sign estimate and with that the estimate will have been signed but since you did not send it out uh save and send would have sent out the estimate whereas here we've just saved and signed it so you would have to manually send it out to your customer so you can click on a mail estimate and you can send it out but when you come to the email screen where you're composing your email to send out the estimate you can verify that it was that it has been indeed digitally signed by you all right now let's take a look at how customers who receive your signed estimates can um accept them and sign them in their client portal so uh in the zoho finance apps you can enable client portal for your customers that you regularly transact with so provided there's a customer that has a client portal uh and you've sent them a signed estimate what they can do is they can log into the client portal as you can see on the screen and inside the portal they will have the estimate waiting for them for them to accept it so what happens when they click accept is that it's going to ask them to sign it as well so here they can sign the estimate and it's going to provide them with the same options as you have inside zoho sign they can either draw their signature or they can type it and choose a font or they can upload an image of their signature and once they've signed they can click on sign and accept just to have officially signified that they've signed it and accepted it and once they've signed it you will receive a notification in your zoho uh finance app and it will also say that the customer has signed it digitally when you open the estimate um i do understand that you know customers may not always have a client portal so uh there are some customers who would have to accept estimates but uh would like to do so without being uh without having to log into a client portal so how do you collect signatures from them uh so that's what we're gonna see now so to to make that possible first thing you need to do is to go to your preferences that is uh in either zoho books or zoho invoice just go to settings and preferences and estimates and uh under estimates you'll have this check check option that says allow customers to accept or decline estimates via the public link and if you check it what's going to happen is when you sign an estimate and send it out they're going to receive an email and in the email the estimate link will directly take them to the estimate for them to accept or sign it without needing uh them to log in so uh just checking this option enables them to do that and this can also be available by customers who have a client portal but they don't want to log in at the moment but then once they accept and sign it they can still find the estimates signed in the client portal at a later point in time so yeah once you enable this option all you have to all your customer has to do is receive an email that contains the estimate that you've sent them and when they click on view estimate it's going to show them uh in a secure session uh window for them to accept it and when they click on accept it's going to ask them to sign and accept it and they can go about doing it the same way as they would do it from the client portal once again so yeah so once you've sent an estimate that you've signed and a customer has signed the accept the estimate and signed it themselves as well you receive a notification inside your dashboard your finance app be it invoice or books saying the estimate was signed and accepted by the customer so what you can do at this point in time is you can click on the estimate and you have an option to convert it to an invoice directly so you can just click on convert to invoice and it creates an invoice draft using the exact details as the estimate then it becomes easy for you to just sign the invoice and send it back to the customer to complete the transaction so how do you digitally sign an invoice well to start off just open the invoices module from the finance app uh the user interface is very similar so all you have to do is find the invoices module and click on create invoice and when you're in the new invoice creation screen uh fill in the details or if it's an estimate that's been converted to an invoice all the details are already filled out so all you have to do is go about sending it so once again instead of clicking on save and send you click on save and sign alternatively if it's saved as a draft you have a button that says sign invoice at the top right so once you click on sign you have your signature shown to you in a preview and you can verify it and click on sign invoice so with that the invoice is signed now you can go about emailing it to your customer and also verified in the email screen that the invoice is digitally signed all right so next thing we're going to take a look at is uh how you can digitally assign system generated invoices so uh you can create recurring invoices inside uh zoho books and zoho invoice so to create uh recurring invoices uh you can go inside preferences inside settings and click on recurring invoices and over here under uh the general tab you have the option to create sign and send invoices so if you click on that what it's going to do is for invoices that are set to as recurring it's going to automatically sign it for you and it's going to send it out to the customers now let's take a look at how you can edit signed documents so when an invoice has been sent out for for whatever reason it might be it needs to have something changed in it as we've already said a digital signature gets invalidated when you edit a document after being after having it signed so to have it to edit a digitally signed document and then once again uh send it across you need to again digitally assign it uh to make sure that it's properly sealed and it was indeed you that edited it with the authorization so what you can do is uh when an invoice that has been signed has been edited you are presented with the option to resign the invoice so you can go about resigning it when you click on the invoice which is edited you have the button that says resign invoice and yeah with that the process is the same as signing an invoice and sending it out so now let's take a look at how you can digitally sign a credit note so credit note option is available only in books and inventory so you can find the credit notes module under the left navigation panel uh click on open uh click on the module and create a new credit note and once you've filled in all the details for the credit note you can click on save and sign and similarly if there's a draft credit note you'll have the option to sign it from the menu option uh you will have a drop down menu under more you can click on that and you have the option to sign the credit note and with that you can see your signature preview verify it and sign the credit note and with that the credit node uh can be verified that it was indeed digitally signed and you can email it across to the client for them to take a look at and proceed with the deal yeah and let's take a look at how you can delete these integrations it's a very straightforward process similar to how you can connect the uh zoo sign to these apps so the thing that you need to do is go to settings integrations zoho apps and find zoho sign and then where you can edit the integration and change its options you will have the option that says delete integration at the top right so you can click on that and with that the integration would have been deleted all right with that i think i'm done with the walkthrough of the main focus of this session so here are some resourceful links for you to take a look at for you to refer to if you're finding yourself stuck with these integrations somewhere and we also have a video playlist on youtube for you to learn more about how you can use zoho sign watch our previous webinar recordings and find out about our use cases across other integrations and whatnot and we also have our own user forums where you can ask questions post ideas and also post if you have any issues where our support engineers will be able to assist you and if you would need a personalized demo you can use the last link to request a demo and uh if you have any feedback for us uh you can always write to support at zoho sign which is our support email address and we have our support engineers constantly monitoring this email address and they will be able to reach out to you and help you with your asses with your query and they'll even be able to assist you one on one through a phone call if uh that is necessary for them to troubleshoot uh what is uh you know whatever is helping you not uh get things going and if you're somebody that's uh very social media savvy uh you can tweet to us at zoho sign and uh we'll respond to you on twitter as well yeah uh with that i think uh we're done with uh this session uh so feel free to keep your questions coming and uh we look to answer them i believe most of your questions that you've already raised have been answered by my colleagues vagi and maury so uh as they're facing some issue with the audio uh what i'll try to do is answer these questions orally the ones that i can answer orally the rest i leave it to them to respond privately by a chat all right so here's a question uh do you have to enable your own signature in order to enable customers to require to sign the document uh well customers can only sign a document that you've sent to them that you've signed yourself so without enabling your own signature you would not have been possible uh it would not have been possible for you to sign it without which uh you they would not be possible for them to sign it right so if although it is not necessary for your signature in theory to be enabled for customers to sign it it is not possible for you to send across a document without your signature requesting for a customer's signature as far as the books and invoice integrations go so here's another question from brent so can a client sign an invoice i don't send estimates they agree via phone and i send an invoice for direct payment i really need them to sign an invoice uh so at the moment uh invoices are only signed by the vendors uh meaning the clients or the customers cannot sign them but uh at least with the finance applications uh that's not how it works but uh i'm i will take this as a feedback and i will convey to the finance applications team so that they will explore this particular use case and see what they can do to maybe introduce this functionality to have invoices signed by clients as well here's a question from anand what about the stamp in sign settings the estimate does not have the cusp companies tab uh so um the stamp set in the science settings that you saw earlier that that is something you can include into documents from within the zoho sign application however the zoho sign integration for the zoho finance apps does not yet support the stamp feature that's because the scam feature was released very recently it was released at this at the cusp of 2021 uh being gone so uh the the the integration uh is yet to uh include that but uh it will soon be included and uh will support uh the inclusion of stamp uh in both invoices and estimates so here's a question in zoho sign can we include custom fields to populate forms such as address uh fed tax id etc uh yes tony this can be done from within the zoho sign application but as far as the zoho sign integration with the zoho finance app uh app goes i guess there is not much to work with here as the integration with the finance app simply allows you to sign and collect signatures there is no option to add additional fields or even a stamp as i was just asked so uh these are things that we'll take a note of and we'll convey to the finance apps team so that they can work on improving the integration but using the zoho sign application itself uh yeah of course you can include the custom fields and documents that you upload onto zoho sign and send it out now somebody's asked if we can i can okay one second let me quickly go back to the slide where uh the resources are listed so that it's easier for people to click on the links all right so here's a here's a question from marco uh what about sign uh directly in books uh other documents such as purchase order sales orders etc uh marco this is something that we've been asked repeatedly uh over the past few months uh this is something i can confirm that our finance team is actively working on so they should uh soon have the capability for you to use zoho sign to sign purchase orders and sale orders as well uh however i i'm not sure as to when it is going to be released but it is something that is in the works uh that i can confirm but yeah uh so once uh it goes live we'll make an announcement you can follow us to uh get it when it goes live so here's a question from daniel uh daniel uh the question is can we get a report from sign indicating the city and state the document assigned instead of only the ip address uh daniel uh unless and until a particular business requires the city and state in which case they can add those as fields inside the document in zoho sign and request the customer to enter them manually but automatically fetching the city and state uh is something of a privacy risk i would say because uh given that we are in 2021 and you know it's the era of privacy uh collecting even ip addresses without uh proper costs uh calls for uh major regulatory uh violations uh being called on people who do that so uh we try to be as compliant with the laws as possible and we collect ip addresses in the case of digital signatures because it is required for uh the audit trails and for the certificate of completion which makes the digital signatures compliant with the law however collecting city and state would be going a step further and we're not sure as to how that would change uh the legal implications of the application so uh we don't presently support the notion of collecting such data but maybe in the future depending on how laws change that could be supported so here's a question is it possible to send signed document by customer to others for example one user sent invoice to customer customer signed it and the users received it and now the user has to send this document to other finance members and the process has to be automatic uh well golem this is presently not natively possible with the integration itself but there is a workaround uh if you use zoho flow which is the host integration platform which allows you to connect multiple applications together and form automated workflows uh you can use the zoho flow uh builder to build a flow that automatically fetches a signed invoice or an estimate and shoots it out via email or whichever means necessary uh through another application to other uh members of a team or a department so uh i urge you to explore that and see if it helps you out if not do reach out to us and our support team will be glad to assist you so here's the question uh can we hide some part of the document from the first recipient and show it to the second recipient when the document has multiple recipients uh i believe this has something to do with the conditional clauses and uh having some part of it uh redacted and some part of it not uh this is a feature we've yet to support inside zoho sign uh the primary reason for this is because this is something that is not uh very standard across various illegal landscapes uh in some countries this is not considered a legal practice in some countries it is absolutely uh legally accepted so it is taking some time for us to figure out how we can best implement it to have it be used by all customers so uh until we finish the analyzation uh it's quite difficult for us to tell you as to whether this is possible for us to implement in zoho sign or not um all right so here's a question from claudio so here in brazil we have many laws for digital science same as gdpr is zoo sign applicable uh claudio's zoo sign does have customers from brazil uh who use sine without any hitch whatsoever but if you have any specific laws or uh regulations that you want to check if zero sign is compliant under any particular use case do write to our support email address which i displayed earlier uh quoting these laws uh or at least giving us the links to these laws so that we can have our legal team uh do a quick check and uh let you know as to uh where it applies and if there is any hitch in going about it okay so here's a question from brent the client signing and accepting an estimate cannot auto send an invoice uh well i do believe there's an option to automatically convert signed accepted estimates into invoice available in the zoho finance apps however since assigning an invoice is an additional step which does not some it requires additional authorization even in the case of recurring invoices you have to have an extra check mark inside settings which uh where you have to very explicitly authorize the application to send out signed invoices so uh in that case uh given that you know there's some uh authorization uh headers involved in these tasks sending out an automated invoice might be possible however adding a digital signature to it might create some legal risks or might have some legal uh risks associated with it that is the reason why we haven't given the authorization to have all invoices which are being automatically all estimates that are being automatically converted into voices to have them digitally signed and sent them across as well so here's a question can we invoke an invoice from zoho crm and send it out for signature one signed it should create a project in zoho project this is once again something that involves multiple applications and a flow of data from one application to another so for this this is absolutely possible however it's not possible with the native integrations as such so i would urge you to explore the zoho flow platform which allows you to build an automated workflow using the various applications that you've stated by building out a workflow that passes on data subject to particular conditions from one app to another for you to carry on this use case here's a question from marco can we sign writer app templates uh yes of course writer has its own built in zoho sign integration as well if you go to the automate option on the left navigation panel inside any write a document you will have the option to digitally assign documents and if you click that you'll have an interface that will that is very similar to zoho sign except it is powered by zoho sign and uses osan in the background and you can use it to add fiends onto the document and edit the document and send it out as and when you please so here's a question can we send a highly designed html form for signing using php and get back the signed form as a pdf document we do support various file formats uh and all the formats that we support upon signature they are converted automatically to pdf uh so uh i guess this should be possible however if there is some parsing issue uh with respect to the format that is being sent across for signature initially when it's uploaded onto zoho sign uh do contact our support team to help uh to help you troubleshoot uh into finding out what's going wrong where so here's another question is it possible to send signed document by customer to others uh so the workaround you explain with the help of zoho flow would work for zoho people as well yes absolutely zoho flow helps you connect not just other zoho applications but third party applications as well so you can pass data on from one app to the other and make sure that you know you build a workflow that is completely customized to your own use case so that it helps you run your tasks in an automated manner does this mean we can have a blueprint set up to create a project once a proposal is signed through zoho sign yes absolutely you can uh uh so zoho sign is uh planning to have an integration setup with the whole project uh itself uh however right now uh you can still use zoho flow to create a pseudo integration between zoho sign and zoo projects uh where you can have a blueprint set up uh zoho projects and it can be triggered by uh an action that happens within zoho sign yeah i believe i've answered most of the questions almost all the questions yeah there are no unanswered questions so if there are no further questions uh we look to wrap this session up so if there are any any last questions please drop them in the question answer tab all right i see no further questions have come in uh so yeah uh thank you for taking the time to join us in this session uh so as we said uh if you have any feedback uh please write to us at our support email address and uh you can uh even reach out to us on social media and yeah with that i think we'll wrap this session up yeah so um thank you for taking the time to join the session i hope this was uh useful for all of you and uh you learned a lot more about how the finance integration with zoho sign works so with that uh this is sai and my colleagues subbu maoli and vagi taking leave for the day have a good day and have a safe time as well