Here’s a tip that we’ve used with a few TechnoMap clients recently, and it’s one I think a lot more Zoho users should know about.
If you use Zoho Sign and Zoho Checkout, you can collect a payment as part of your document signing process. It makes the customer experience smoother, eliminates back-and-forth, and ensures you get paid up front.
In this post, I’ll show you how to connect the two — and how two businesses used it to streamline their workflows.
Watch How to Set Up This Sweet Workflow!
How It Works
You can add a payment field directly inside your Zoho Sign document that’s tied to a Zoho Checkout page. When a customer goes to sign the document, they’ll be required to make the payment before completing the signing process.
This is all native to Zoho — no extra tools or integrations needed.
Step-by-Step: Set It Up
Here’s how to create this seamless sign-and-pay flow:
- Create a payment page in Zoho Checkout
- This can be a one-time payment or recurring, depending on your use case.
- Create a document in Zoho Sign (or use an existing template)
- Add a Payment field for the customer signer
- Choose the Checkout page you want to use
- Enter the amount they need to pay
- Pro tip: The amount you enter in the Zoho Sign form will override the amount on the Checkout page — so you can use one Checkout page for multiple purposes.
- Add any other necessary fields to the document
- Signatures, names, dates, etc.
- Send the document to your customer
- When they open it, they’ll complete the signing steps as usual
- Before submitting, they’ll be redirected to pay through your Checkout page
- Once the payment is made, the signed document is finalized and stored
Two Ways We’ve Used This for Clients
We’ve implemented this for small businesses in two different ways:
1. Standard Deposit with Template
One client takes the same deposit amount for every job. We created a Zoho Sign template with the payment field already set up. All they have to do is plug in the customer’s info and send it — easy, repeatable, and consistent.
2. Variable Deposit Based on Project
Another client needed to collect a percentage-based deposit that changed per customer. For them, we created a basic sign document and showed them how to add the payment field manually each time. They just input the custom amount and send it off.
Both approaches worked beautifully — and both resulted in faster turnaround and fewer customer follow-ups.
Why This Is a Great Feature
- One email, one action: Your customer signs and pays in a single workflow
- Fewer steps: No separate invoice or payment reminder
- Cleaner audit trail: Signature and payment are logged in the same process
- Great for deposits, down payments, or contracts that require payment up front
Whether you're in services, coaching, design, or event planning, this is a great option for collecting payment and agreement at the same time.
Bottom Line
Combining Zoho Sign with Zoho Checkout creates a better experience for your customers — and helps ensure you get paid before the work starts.
At TechnoMap, we help businesses make the most of small but powerful features like this. Want to implement this workflow for your team? Let’s chat.
