Contract creation for Accounts and Vendors in CRM integration
Zoho Contracts now supports contract request for Accounts and Vendors in our CRM integration by default. Please refer to this topic for more details. Also, the below solution is not required anymore. One of the most sought feature requests in our ZohoAdd 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? BestActivate a contract with a hard copy scanned contract
Sometimes, we receive signed contracts in hard copy, which we then scan and import into Zoho Contracts. Currently, this means we have to delete the original entry and import the scanned contract as a new one. But along with that, Zoho Contracts requiresAssociate Contracts with Contacts or companies
It would be great if active and signed contracts could be associated to contacts or companies in CRM. The idea ist that is works as easily as one associates emails to records via the Zoho CRM Outlook Plugin. Would that be possible?AUTO 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.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 associatesFunctionality to set correct heading size, numbering and indentation
One of the most commonly used functions in MS Word when writing a contract is first setting up (or re-using) a style guide to define Legal heading attributes (i.e. size, numbering style and indentation). It would be helpful if there was a method via theBulk 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. UsingAll 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 documentsFields
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 documentCreate a project in Zoho Projects when a contract becomes active
Using our Zoho Flow integration, you can now perform actions in other applications when a contract becomes active. One such example is to create a project automatically when a contract becomes active. The sample flow in Zoho Flow's gallery is supportedCreate an account in Zoho CRM when a counterparty is added
If you have the need to create an account in Zoho CRM automatically when a counterparty of the type "Customer" is added in Zoho Contracts, you can use the sample flow mentioned below. The Account Type set will be Customer, and the counterparty detailsMapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRMRetrieve 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,
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Understanding Zoho Contracts
Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stageIntroducing New APIs in Zoho Contracts
We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to completeIntroducing Import Contract API
We are excited to introduce the Import Contract API in Zoho Contracts. Here's a brief overview: Import Contract API The Import Contract API allows you to import contracts directly into Zoho Contracts in any of the following states: Draft Signed ActiveZoho 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:Introducing New APIs and Updates
We are excited to introduce the new APIs and enhancements to our existing ones in Zoho Contracts. Here’s a brief overview: 1. Transfer Contract Ownership You can now transfer the ownership of a list of contracts to another user. Sample Usecase: When creating
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Amendment effective date
Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always
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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:11 Common API Errors and How to Prevent Them
Zoho Contracts offers an extensive set of APIs using which you can integrate with your applications and build custom solutions. However, while using them and executing your code, you might face some errors. The reason might be due to any of the followingOrganization Parameter in API Calls
Zoho Contracts now supports the multi-org feature where users can be part of multiple organizations. You can now manage contracts across multiple organizations with separate Zoho Contracts accounts for each organization. Users who are part of multipleAdding 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.Mapping Billing Country Field to Your Contract Template Field
In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM
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