Merge feature parity with writer
Hello Zoho team, I have run into a workflow limitation with Zoho Contracts and the lack of merge feature parity with what Writer can do. We have created a fairly complex merge process to create a statement of work based on several fields in our CRM which
Does Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?
How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?
Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.
How to Update custom Fillable Fields via Zoho Contracts API
Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.
Default 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
Analytic integration ?
Any plan to have Zoho Contract integrate with Zoho Analytics. Right now the reports we have out of the box are prety lack luster. I was ask today to make a view off all the contracts that would show the entry date and the renewal (or termination date).
Ending Contract
Hello I've created a contract that ends on the fulfillment of service. I have now fulfilled my service and would like the contract to end, how do I achieve this?
Download contract template/type
Hi there, anyone can help why I cannot download my contract type/ contract template as word document or pdf? Best regards,
Zoho Contract, Contract Letters language
Hey everyone, We started playing with Zoho Contract and we are having an issue with the Contract Letters. The first issue/question is that for the life of me can’t find how to add/create new contact letters template. This is the 4 that came with the install
Can we specify multiple currencies in Zoho Contracts?
I work with clients from different countries. Is there a way to specify the financial information in different currencies? Currently, it defaults to INR and does not let me select any other currency. Thanks for looking into this. - Vishal Bhardwaj
Zoho Contracts
When building Clauses in Zoho Contracts, how do I add a hyperlink?
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?
Using 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?
Is it possible set up multiple organisations in Zoho Contracts?
Hi all! I am currently trialing and assessing Zoho Contracts for our organisation. However, I am hoping to find a way to add multiple organisations within the one Zoho Contract account. Our business has two different divisions and we have just recently
Uploading world template
Hi there, I'm trying to create my customize template by uploading a word template. and i have added #DYNAMIC FIELD# to be dynamically change by the admin. However when I uploaded the template as a contract type the dynamic fields is not found, I mean
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 different
How 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?
Contract 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 sort
Migrating 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 is
Several 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 is
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 able
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? Thanks
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" so
Edit 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 Request
Zoho 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.