Sage · Zignature Integration

Sage +
Zignature E-Signatures

Automate vendor agreements, purchase approvals, and financial document signing connected to your Sage accounting workflows.

Free plan available · No credit card required · ESIGN Act compliant

ERP
Sage workflow triggers
Auto
Vendor agreements
SOC 2
Type II certified
API
REST integration
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Sage Triggers

Sage Business Events Trigger Document Signing

New supplier in Sage? Purchase order approved? Zignature sends the appropriate document automatically — vendor NDA, supply agreement, or PO acknowledgement — pre-filled with Sage record data.

  • New supplier trigger — Sage new supplier record → NDA and supply terms sent automatically.
  • Purchase approval — PO approval in Sage → supplier acknowledgement dispatched.
  • Customer onboarding — New Sage customer → terms and conditions signed before first invoice.

Sage Business Events Trigger Document Signing

Sage supplier creation and purchase approval events trigger Zignature document dispatch.

Included on all plans
Record Sync

Signed Documents Written Back to Sage Records

Completion webhooks update Sage — supplier status fields update, signed documents link to records, and downstream Sage processes advance. Keep Sage as the single source of truth for your financial relationships.

  • Supplier status update — Sage supplier status advances to 'Active' after MSA is signed.
  • Document links — Signed PDF URL written to Sage supplier or customer notes.
  • Process advancement — Downstream Sage approval workflows advance on signing completion.

Signed Documents Written Back to Sage Records

Signed document status and PDF links sync back to Sage supplier and customer records.

Included on all plans
Financial Compliance

Financial Document Compliance for Sage Users

GDPR-compliant data processing agreements, payment terms acknowledgements, and anti-bribery policy sign-offs — all managed with Zignature's compliance-ready audit trails, integrated into Sage financial workflows.

  • GDPR DPA — Data processing agreements with suppliers before sharing personal data.
  • Payment terms — Signed payment terms acknowledgement reduces late payment disputes.
  • Anti-bribery policy — Annual supplier anti-bribery and ethics acknowledgements.

Financial Document Compliance for Sage Users

GDPR DPAs, payment terms, and compliance forms with SOC 2 certified security.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Connect Sage & Zignature

API or Zapier connection — configure in minutes.

2

Map Sage events

Set which Sage business events trigger which document templates.

3

Documents sent automatically

Supplier and customer documents dispatched on event trigger.

4

Sage records updated

Signed status and document links sync back to Sage.

Connect Sage to Zignature Today

Free trial — no credit card required.

Frequently Asked Questions

Everything you need to know.

Which Sage products does Zignature integrate with?

Zignature integrates with Sage 50, Sage 100, Sage 200, Sage Intacct, and Sage Business Cloud via REST API and Zapier. Integration depth varies by Sage product — Intacct and Business Cloud have the most robust API support.

Can Sage supplier data auto-fill Zignature document templates?

Yes. Supplier name, address, contact email, and custom fields from Sage can map to Zignature template variables via the API or Zapier field mapping.

How do I trigger a vendor NDA from a new Sage supplier?

Using Zapier (Sage trigger: new supplier) or a Sage custom integration, fire a Zignature API call when a new supplier is created. The NDA pre-fills with supplier data and is sent automatically.

Does Zignature help with Sage GDPR compliance for supplier data?

Yes. Zignature's GDPR-compliant data processing agreement templates can be sent to all Sage suppliers before any personal data is shared, with completion tracking ensuring no supplier is missed.

Can Zignature integrate with Sage Intacct's approval workflows?

Yes. Sage Intacct's custom workflow and API support allows integration with Zignature at specific approval stages — contract approval, vendor activation, purchase order issuance.

Is the integration available for Sage Business Cloud Accounting (formerly Sage One)?

Yes. Sage Business Cloud connects to Zignature via Zapier. New customer, new supplier, and new invoice Zapier triggers fire Zignature document dispatch for small business workflows.