Still sending contracts as email attachments? Or worse—asking people to print, sign, and scan them back? That’s old-school.
If you want your small business to come across as professional (and efficient), it’s time to switch to digital signatures. Today I’ll show you how to use Zoho Sign, a free tool that helps you send contracts quickly—and without the back-and-forth.
Watch this Breakdown of Zoho Sign
What is Zoho Sign?
Zoho Sign is a digital signature platform that lets you upload documents, add signature fields, and send them off to clients for fast, secure signing. It’s perfect for small business owners who need to get agreements, contracts, or onboarding forms signed—without printing a single page.
How to Set It Up (In Minutes)
1. Start your free account:
Head to zoho.com/sign and get started. The free plan lets you send up to 5 documents per month—plenty for many new businesses.
Head to zoho.com/sign and get started. The free plan lets you send up to 5 documents per month—plenty for many new businesses.
2. Upload your contract template:
Click on the Templates tab and select New Template. You can upload a PDF or Word document—whatever format you use for contracts or agreements.
Click on the Templates tab and select New Template. You can upload a PDF or Word document—whatever format you use for contracts or agreements.
3. Add fillable fields:
Use the drag-and-drop builder to add signature boxes, dates, names, or any custom fields your client needs to complete. You only need to do this once—then reuse the template anytime.
Use the drag-and-drop builder to add signature boxes, dates, names, or any custom fields your client needs to complete. You only need to do this once—then reuse the template anytime.
4. Save and send:
Once your template is saved, all you have to do is select it, enter your client’s name and email, and hit send. The client receives a professional email and can sign instantly from their device.
Once your template is saved, all you have to do is select it, enter your client’s name and email, and hit send. The client receives a professional email and can sign instantly from their device.
5. Track signatures automatically:
You’ll be notified when your contract is viewed and signed. Both you and your client will get a copy—no printing or chasing required.
You’ll be notified when your contract is viewed and signed. Both you and your client will get a copy—no printing or chasing required.
Why I Recommend It
If you're still using attachments or basic PDFs, switching to Zoho Sign will instantly make you look more legitimate. It also saves time and makes the signing process smoother for your clients.
When to Use It
- Sending client onboarding documents
- Service agreements or contracts
- NDAs or waivers
- Proposal acceptance
- Freelance or project-based work
If you want to level up your professional image—and avoid the inbox ping-pong—Zoho Sign is an easy win.
Want help getting this set up for your business?
Reach out to me at TechnoMap, and I’ll get you sending contracts like a pro in no time.
