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 alwaysCreate Contract API Endpoint Unclear "inputfields" Requirements
Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_nameMerge 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 whichDoes Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?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, butRemove Zoho contract upsell at customer sign completion page
Hello, I am going through testing for a zoho contract for my organization and I noticed that after the customer signs the contract they are forwarded to a completion page that tries to sell them on using zoho contracts. I find that very unprofessionalError Uploading an Already Active Contract
I'm trying to upload a contract that is already active (and has been signed in Adobe Sign as a PDF). I am receiving an error when I am on the Upload Screen, trying to upload the version of the "Signed" contract; the file will not upload and I'm told thatAdd 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? BestAll 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 documentsHeadings in Contracts Clauses do not match the font size of the numbers
When I set a line in a Clause to be a heading, it bolds it and numbers it according to the heading level, but it does not change the font size to match the numbering font. For example, Heading 1 is a 14-point font, which I have to adjust manually everyEnding 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?Customize Contract Details Fields
Is it possible to add, delete or customize these default fields?Is there any way to delete multiple clauses at once?
Am I correct that there is no way to delete multiple clauses at once? Zoho Contracts comes with over 170 clauses, all of which don't pertain to my practice, however, I see no way to select multiple clauses and delete them. Surely Zoho doesn't expect usersUsing MS Word for negotiating contracts
Hi Our customers want to use MicroSoft Word to edit/change the document received for review in the Zoho Contracts negotiation process. They can download the .docx file in track change mode, but they can't upload. Is there a way for our clients' legalCan 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 BhardwajActivate 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 requiresCan't create contract from CRM
There's a good chance I'm doing something wrong, but I'm unable to create a contract from Zoho CRM. Clicking the Request Contract button works to initiate the process, but the process hangs after I click the Send button, simply showing a green "creatingAssociate 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?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?Template formatting when using docx files.
In a recent update, there has been changes to when you upload a word document to be used as a contract template. Font size for example changes when you upload the docx file, before it did not do that. This was an unnecessary change, for those wantingContract 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 ofContract 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 sortSeveral 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 isClause 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 ableWhat'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? ThanksZoho 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?Contracts 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 error
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Most Discussed Topics
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
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.