Salesforce & Zoho Sign Integration

Enterprise E-Signatures.Built Natively for Salesforce.

Automate your entire contract lifecycle inside Salesforce. Bridge Salesforce and Zoho Sign to configure, send, and track agreements from any record — with strong security, clear audit trails, and no context switching.

Request DemoInstallation Guide
Sign Requests (4)

  • Service Agreement

    21 May 2025 | 13:31

    Sent by Demo Admin.

  • Mutual NDA

    2 Jan 2025 | 12:13

    Sent by Demo Admin.

    Signing progress

    Expires: 17 Jan 2025

    Completed

    Customer

    Jane Doe

    Counterpart

    Acme Corp

  • Onboarding Form

    2 Jan 2025 | 12:08

    Sent by Demo Admin.

Zoho

Powered by Zoho Sign

Zoho Sign provides the legal backbone for every document. We integrate it natively into Salesforce to optimize TCO.

One Central Connection

A single master Zoho connection powers your entire Salesforce Org.

API-First: Pay for Usage

Pay only for consumed API credits — no redundant Zoho user licenses.

Optimized Licensing Model

Salesforce IntegrationPay Per User
Zoho Sign EngineSingle Connection
Zoho SubscriptionPay-Per-Use (API)
The Pillars

The Foundation of Better Workflows

We architect integrations that remove friction, redundant licenses, and duplicate data entry — so your teams stay in Salesforce end to end.

Native Experience

Lightning components and the @Sign Admin app keep control inside Salesforce.

Total Automation

Sign mappings tie templates to any object with bidirectional write-back.

Flexible Creation

Send from templates or build from PDF with the visual builder.

Intake Layer

Secure public intake forms collect data before signing.

Powerful Capabilities

Explore the core capabilities that change how you manage contracts in Salesforce.

Command Center Widget

Our Lightning Web Component brings the full @Sign engine to record pages: a unified, color-coded timeline of every contract and form request.

  • Track real-time progress
  • Recall or extend expiry dates
  • Experience Cloud compatible

Public Intake Forms

Collect pre-signature data through secure, JWT-protected public links — external guests can submit information and sign without a Salesforce login.

  • Auto-convert to Lead/Contact
  • Secure JWT link protection
  • Drag-and-drop form builder

Visual Doc Builder

Send a one-off agreement: upload any PDF from Salesforce Files, place signature fields on the fly, and launch without a pre-built template.

  • Send from Files or Attachments
  • Full draft lifecycle management
  • Visual role & field placement

Connection & Security

  • Zoho OAuth: Secure Client ID/secret storage with automatic token refresh.
  • Multi-Data Center: support for EU, US, AU, IN, JP, CA, and SA.
  • Admin App: Dedicated @Sign Admin app for consolidated settings and management.

Monitoring

  • Usage Intelligence: Real-time visibility into Zoho API credits, document metrics, and SMS consumption directly within your Salesforce Admin interface.
  • Proactive System Alerts: Integrated low-credit warnings and sync failure notifications to ensure your contract workflows never stop.
  • Dashboards: Leverage native Salesforce reports and dashboards to get a 360-degree view of your contract pipeline, tracking request statuses, team velocity, and completion rates at a glance.

The @Sign Differentiator

Why teams choose @Sign

Optimized License Model

Pay for Salesforce users. Zoho uses a master API connection with pay-per-use credits.

Bidirectional Intelligence

Map CRM data into request fields and write results back instantly.

Portal Ready

Experience Cloud LWCs and secure JWT intake so partners and customers can participate without CRM seats.

Build your native workflow.

Ready for the most integrated signing experience?

Inquiries

info@adure.io

Location

Adure bv Kleitstraat 24A 9930 Lievegem Belgium

Transparent Pricing

Choose the Right Plan for Your Business

Optimized for Salesforce. No hidden fees, no redundant Zoho licenses.

Plan

—

per user / per month

Perfect for growing teams that need native contract management within their CRM.

  • Full Native Access: Complete use of LWCs and the Admin App.
  • Unlimited Templates: Sync all your Zoho Sign templates to Salesforce.
  • Master Connection: No per-user Zoho license needed for signers.
  • Real-time Tracking: Full visibility into the contract lifecycle.
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Plan

—

per company / per year

The ultimate solution for enterprises requiring unlimited scale and organizational flexibility.

  • Full Feature Set: Includes everything from the User License for the whole organization.
  • Unlimited Users: No seat-counting; full access for your entire Salesforce Org.
  • Enterprise Support: Priority technical assistance and implementation consulting.
  • Centralized Management: Consolidated control for all users under a single site license.
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