Organising contracts by status and renaming Termination Letter
Besides departments, are there ways to organise active and "terminated" contracts. We would like to keep a log of all the Letter of Engagements we are currently working on and have completed. Secondly, can we rename the Termination Letter or send a differentAdd conditional statements to insert or not clause or text according to dynamic CRM fields
Hello, I would like to contsruct my contracts dynamically with conditional statements (IF, ELSE, etc) For example, according to specific CRM dynamic fields, I want to insert or not some clauses or text Would it be possible to add that feature? BestDefault styling for templates
Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, butContract 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 valuableHow do I meet an expert?
I clicked on the book expert assistance button. I got an email confirming my meeting. However there is no link to the invite? How do I join this?Does Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?Contracts Integration with CRM is Half-Baked
It could be only me (I doubt it) but the more I use more apps on Zoho, the more tasks I am discovering I cannot do and this is really frustrating. The amount of time that I spent already with tech support is insane and I don't get paid for that, letRetrieve and Give Contracts Variables field infos : Need To create and prepopulate field as the crm link modules do.
Right know we used the CRM link integration with contracts, but There is a lot of limitations in the intégration design and some buggy things. It would be greate if we can achieve this with the API. Currently we can : Create a counterPart and its contact,Create contracts through a request form in Zoho Forms
Usually, the need for a contract will be raised by other department people, such as your colleagues in Business Development, Sales, Procurement, Department Heads, etc., through email or other forms of communication. Your contract managers or legal associatesBulk 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. UsingUsing custom CRM fields
I have created a series of fields in the Deals module that need to be linked to fields in a contract I have customized. I can only see how to map standard fields, not the custom ones. How do I do this?Cant succed to create a contract from the api ! [Closed]
Hi by following the api guide online here : I try to create a contrat on fly for my commercial to have a base of work, but i have an empty contrat arry for response with no more information can you help me find what im doing wrong ? For this test i haveContract End Date
We want our contracts to be effective upon execution but end on a specific date. How do I set this up in Zoho Contracts? It seems my only options are a number of months/years or on an event, condition or fulfillment of services. I can not find any sortFields
I have a contract that will need some fields that will change from contract to contact. These would be things like the dispute venue county and state, or a percentage for commission. Right now, I think that I just have to go and hunt through the documentMigrating Sign documents to Contracts
Hi, We have some signed document in Zoho signed. We want to move from Sign to Contracts. Asan admin or super admin, Is there a way to move document hosted in Sign and signed in Sign to Contracts, so we can manage the contracts lifecycle ? If there isSeveral questions about System Fields intended purpose and how to configure
1. When setting up a new Contract Type one of the first options is to select Party A and Party B. If I select My Organization for Party A, then Party B is immediately and automatically changed to Counterparty and vice versa. Based on this behavior isAUTO sign contract by creator before sending to client
We need the ability to AUTO sign and date the contract by creator before sending to client. Currently, the integration with Zoho Sign allows for MANUAL signature and date.Option Fill-in Fields not working?
I have a contract that has a number of optional text fields, but when I got to complete the draft I get an error saying the fields need to be completed. These are fields that I want the client to complete, not me. How do I achieve that?Clause Types failing
I'm trying to take my currently PDF contract and turn it into a Zoho Contracts type. I'm in the process where I have to add the clauses. Whenever I add the first one it goes fine. When I go to add the second clause I get a message; either it was ableAdding 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.Zoho Contracts API Documentation
Greetings! The API documentation of Zoho Contracts is now available. Please access it from the below link. https://www.zoho.com/contracts/api/introduction.html You can post your queries and problems relating to Zoho Contracts API in this developer forum.What's new in the Contracts - CRM Extension v8 ?
I see there's an upgrade on the Contracts Integration Extension for CRM. Any idea of what's in the new 8.0? ThanksAll You Need to Know About Zoho Contracts
The contracts are legal documents that govern almost every penny that either comes in or leaves a business. If the businesses are equipped with the right contract management software for managing them then they can transform contracts from static documentsZoho Contracts
Is there the option to choose more than 1 clause at a time? At the moment there is a default clause and you can only have one selected at a time.Zoho Contracts Compliance with Srilanka
Is there any article which covers details that Zoho Contract as a Product is compliant with laws and regulations in Srilanka?How do I share tracked changes and comments with the other party?
The application currently forces me to accept/resolve all changes before sending for negotiation. I generally expect 3 - 5 rounds of back-and-forth, where all parties want to see what the other party changed. It's also useful to provide "comments" soContracts Not A Link in CRM
When using the 'Request Contract' button in CRM, once a contract is generated an entry appears in the 'Contracts' section of a Deal. But, these contract entries are not selectable meaning you can't click on them to open the contract within the ContractsEdit the Request Contract form?
I have Contract integration enabled with CRM and so have the 'Request Contract' button enabled in Deals. Is it possible to edit the Request Contract Form that pops up when you select the 'Request Contract' button? Also, are the fields within the RequestContract Attachment not updated in CRM
When using the 'Request Contract' button in CRM, the initial version of the contract is added as an attachment to a deal. When the Contract get updated, such as signed, the version of the attachment doesn't get updated which leaves you with an out datedSave Signatory Fields in Contract Template in Contracts
When sending a Contract for Signature into Zoho Sign, you have to manually add the Signature fields every time into the Contract SIgnature block. Is it possible to save these fields within the Contract Template to save this manual step?Contract Fields not showing in CRM Module for Mapping
I've created a new contract in Contracts which has entries for #PARTY A#, #PARTY A Address#, etc. But when I go into the settings of the Contracts Extension in CRM and try to map those fields they aren't showing for my new contract. If I look at one ofContracts Feedback wont let me post
Hey I am trying to ask for help in Contracts Feedback But it won't let me send anything all I get is an unknown errorZoho contracts for Zoho One
Greetings, I hope find all good and safe! I have already open a Zoho Contracts account. How can I add this account inside my Zoho One? Thanks in advance.
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Zoho Contracts API Documentation
Greetings! The API documentation of Zoho Contracts is now available. Please access it from the below link. https://www.zoho.com/contracts/api/introduction.html You can post your queries and problems relating to Zoho Contracts API in this developer forum.
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Most Discussed Topics
Organising contracts by status and renaming Termination Letter
Besides departments, are there ways to organise active and "terminated" contracts. We would like to keep a log of all the Letter of Engagements we are currently working on and have completed. Secondly, can we rename the Termination Letter or send a differentDefault styling for templates
Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, but
Sticky Posts
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 valuableBulk 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. UsingAdding 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.Zoho Contracts API Documentation
Greetings! The API documentation of Zoho Contracts is now available. Please access it from the below link. https://www.zoho.com/contracts/api/introduction.html You can post your queries and problems relating to Zoho Contracts API in this developer forum.
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