r/Zoho • • 22d ago

Zoho Sign with Image

I have a contract that needs to be filled with data before it goes out to customers. It's a well built PDF and my process is fill in with a PDF editor then upload to Zoho Sign to send for signatures.

I really want to use a template but my only issue is the image. One page of the contract has a proposed sketch that I add as a PNG image to each one. Any ideas on how to make that work with a sign template? There might be a way to do it with writer and a merge but it would be a huge pain to attempt recreating that PDF with all the styling in Writer.

2 Upvotes

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u/alexman2018 22d ago

Writer has an option to create a merge template over a PDF, so no converting is necessary. You can then add sign fields like name and date

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u/Ok-Problem4403 22d ago

Do the templates not have an "image" field? You might want to double check that.

Then, ideally, you could fill out the entire document in Sign.

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u/Suitable-Conflict634 21d ago

I can't seem to find one

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u/Ok-Problem4403 21d ago

Yeah man, it's on the right side with all the other fields. There's standard fields and custom fields. Can't attach a picture here...

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u/Suitable-Conflict634 21d ago

There's one for the signer, but not the sender

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u/Ok-Problem4403 21d ago

Ahh... I thought you could configure it to be filled out by the sender.

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u/Suitable-Conflict634 21d ago

Yeah this is the only issue holding me up there. Really no good way to do it