Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:

Zoho CRM Integration 2.0 

Our enhanced Zoho CRM integration now provides more agility and control when requesting contracts. Along with powerful new features, we have also revamped the user interface to provide a more intuitive and seamless experience. Key improvements include:

1. Module Selection

Previously, you could only request contracts from the Deals module in Zoho CRM. With this update, you can now enable additional Zoho CRM modules for contract requests and specify the applicable contract types for each module.

For example, your sales team can request MSA agreements from the Deals module before closing a deal, while your account management team can request renewal contracts from the Accounts module for existing customers. Similarly, your procurement team can initiate purchase agreements from the Vendors module.


2. Counterparty Selection

You can now set up counterparties more precisely. For Accounts and Vendor modules, you can select counterparties directly. For other modules, you can either select counterparties directly or use the Condition-Based option to apply specific rules and conditions.

Consider this: If your company serves both B2B and B2C customers, you can use counterparty selection to assign contracts based on customer type using a condition-based approach. For business customers, you can select the Account Name field in the Deals module as the counterparty. For individual consumers, you can select the Contact Name field in the Deals module as the counterparty. 



3. Field Mapping

Field mapping in Zoho Contracts allows you to auto-populate counterparty, counterparty contact, and module-wise fields from Zoho CRM to counterparty, contract, and contract documents. You can map counterparty fields from the relevant Zoho CRM module, and if counterparties are selected based on conditions, the document fields mapping will also follow the same conditions. Additionally, you can now map the contract type template fields in Zoho Contracts to corresponding Zoho CRM module fields, automatically populating values in contract documents during contract requests for each module.

Take this scenario: When you request a contract from the Accounts module, counterparty contact fields such as Contact Name and Contact Email Address are mapped to Zoho Contracts. If your company serves both B2B and B2C customers and uses the Condition-Based option for counterparties selection, you can map fields based on the selected conditions.


For more information, refer to our CRM help documentation.

Alongside these CRM enhancements, we have also introduced new regional settings to personalize your contract management experience.

Regional Settings

You can now set your contract documents' locale, language, and formatting based on your regional preferences. This ensures consistency across global teams and enhances document clarity. Here’s what’s new:

1. Document Regional Settings

Previously, the fields of a contract document, such as date and time, number, and currency formats were determined by the country set in the organization's settings. Now, admins and account owners can manually configure these settings at the organization level. 

 For instance, if your company operates in multiple countries, the Admins and Account Owners can standardize the date and time, number(set based on the selected Locale), and currency formats across the organization. This ensures consistency in all contract documents, enhances clarity, and prevents misinterpretations.



For more information, refer to Updating Regional Settings in Contract Documents. 

2. Time Zone Clauses

We have introduced predefined Time Zone and Time Zone/Time Period clauses to help you avoid confusion in international agreements. Now, you can specify a standard time zone in your contracts, ensuring clarity on deadlines and milestones. 

To illustrate, a contract between a US-based supplier and a client in China can include a Time Zone clause to specify that all deadlines follow a specific time zone, eliminating misunderstandings. 



3. User Preferences

Earlier, you had no option to customize regional details for the application interface. Now, your organization users can choose their country, language, time zone, date and time formats, and number formats to match their preferences.

For example, if you are managing finances in Germany, you can set numbers to the 1.234,56 format and use DD.MM.YYYY for dates. Meanwhile, your legal team in the US can choose MM/DD/YYYY for dates and set the language to English (US).


For more information, refer to the Regional Settings. 

With regional settings now offering greater customization, we are also introducing six powerful reports to help you track contracts more effectively. 

6 New Reports 

These new reports provide better insights into contract status, renewals, amendments, and more, allowing you to manage your contract lifecycle with ease. Let’s take a look at them:
  1. Active Contracts – Monitor contracts that are currently in effect.
  2. Renewed Contracts – View contracts that have been renewed.
  3. Extended Contracts – View contracts that have been extended.
  4. Amended Contracts – View contracts that have been amended.
  5. Expired Contracts – Identify contracts that have expired.
  6. Terminated Contracts – Stay informed about prematurely ended contracts.


For more information, refer to Reports Overview.

With these enhancements, Zoho Contracts makes contract management more flexible and efficient. Whether you are leveraging CRM 2.0 for smoother contract requests, customizing regional settings for better localization, or using new reports for better visibility, these updates are designed to streamline your workflow. Try them out today, and if you have any questions, our support team is here to assist you at support@zohocontracts.com.

Best regards,
Ragav
Zoho Contracts Team

    • Recent Topics

    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

    • How to set page defaults in zoho writer?

      hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

    • Unable to Send Different Email Templates for Different Documents in Zoho Sign

      Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

    • Enable History Tracking for Picklist Values Not Available

      When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

    • ZO25: The refreshed, more unified, and intelligent OS for business

      Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

    • Vault crashes on Android Devices

      Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing

    • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

      ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.

    • Camera access

      My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please

    • Are static links available

      I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

    • How to print a label from zoho creator app?

      Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

    • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

      We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

    • Where can we specify custom CSS in Zoho Forms custom theme ?

      I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

    • Team Gamification

      Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

    • Sync Data from MA to CRM

      Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

    • Update CRM record action

      Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

    • Pro Lite Upgrade - Quick Access Tray

      Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

    • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

      Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

    • 3 year sick leave cycle

      How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

    • WorkDrive and CRM not in sync

      1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

    • Is Zoho Communityspaces now part of Zoho One?

      Is Zoho Communityspaces now part of Zoho One?

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

      Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of

    • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

      Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

    • Zoho Desk - Change Time Zone for all users and set default for new user

      Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred

    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

    • Allow Manual Popup Canvas Size Control

      Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

    • Why does Zoho’s diff viewer highlight parts of unchanged lines?

      Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Drop Down Value

      Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

    • Zoho Survey reminder settings are extremely confusing

      Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

    • Add deluge function to shorten URLs

      Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

    • form data load issue when saving as duplicate record is made

      Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded

    • Recurring Tasks and Reminders in Projects

      Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Next Page