Adding signature fields in your contract template

Adding signature fields in your contract template

When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers. But for lengthier contract documents or a contract with more signers, scrolling to the Ending Text part and inserting signature fields for each signer would be cumbersome. It would be more tedious if you want to insert the Initial field in each page.

To overcome this difficulty, you can insert the signature-related fields in the Ending Text of your contract template as Text Tags for a quick and hassle-free signing process. These Text Tags will automatically add the corresponding fields for each signer when you send the contract document for signature. 

Text Tags are supported for these fields: Signature, Company, Email, Text Fields, Job Title, Initial, Date, Checkbox, and Full Name. 

Note:
  1. If there are more signers added at the time of authoring the document or while initiating the signing process, you can add these Text Tags in your contract document while authoring it or by editing the ending text at the time of signing process. 
  2. To make the signature field as a mandatory field, add '*' symbol in signature text tag as {{Signature*}}.

{{Signature}}

A signature field added to the first recipient

{{Company:Recipient2}}

A company field added to the second recipient

{{Textfield:Recipient3:Address}}

A text field added to the third recipient with the field name address

{{Textfield:Recipient1*}}

A mandatory text field added to first recipient

{{Jobtitle}}

A job title added to the first recipient

{{Initial}}

An initial field added to the first recipient

{{Signdate}}

A date field added to the first recipient

{{Checkbox}}

A checkbox field added to the first recipient

{{Fullname}}

A full name field added to the first recipient

{{Customdate:Recipient1}}

A custom date field added to the first recipient


Field Format: {{<field type>:recipient<n>:<field name in case of text field>*}

Sample Ending Text:


This agreement has been signed by the parties.

I hope you find this useful and make use of this feature until we support the option to insert the Text Tags in our interface.

I'd love to hear your valuable feedback and suggestions.


Cheers,
Sathya
Zoho Contracts Team




                        Zoho Marketing Automation
                                • Sticky Posts

                                • Bulk Import Counterparty Data

                                  Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using
                                • Contract creation for Accounts and Vendors in CRM integration

                                  One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable
                                • Adding signature fields in your contract template

                                  When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.


                                Manage your brands on social media



                                        Zoho TeamInbox Resources

                                          Zoho DataPrep Resources



                                            Zoho CRM Plus Resources

                                              Zoho Books Resources


                                                Zoho Subscriptions Resources

                                                  Zoho Desk Resources

                                                    Zoho Projects Resources


                                                      Zoho Sprints Resources


                                                        Qntrl Resources


                                                          Zoho Creator Resources


                                                            Zoho WorkDrive Resources



                                                              Zoho Campaigns Resources

                                                                Zoho CRM Resources

                                                                • CRM Community Learning Series

                                                                  CRM Community Learning Series


                                                                • Tips

                                                                  Tips

                                                                • Functions

                                                                  Functions

                                                                • Meetups

                                                                  Meetups

                                                                • Kbase

                                                                  Kbase

                                                                • Resources

                                                                  Resources

                                                                • Digest

                                                                  Digest

                                                                • CRM Marketplace

                                                                  CRM Marketplace

                                                                • MVP Corner

                                                                  MVP Corner

                                                                • Word of the Day

                                                                  Word of the Day


                                                                      Design. Discuss. Deliver.

                                                                      Create visually engaging stories with Zoho Show.

                                                                      Get Started Now