Introducing Microsoft Word Integration in Zoho Contracts
We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the MicrosoftUsing 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?Add 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? BestDocuSign + Zoho Contracts Integration
Hello, Wanted to get an update on the Zoho Contracts + DocuSign integration. I know support mentioned the goal was Q2 2026 but have not seen the role outZoho 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 Offline Signature in Zoho Contracts
We are excited to announce a new feature that brings even more flexibility to your contract execution workflow — Offline Signature. What is Offline Signature? The Offline Signature feature enables organizations to manage contracts that are signed outsidePricing Query - Zoho Contracts
Query about pricing: I am wondering if we need users from the organization to sign, do they need to be registered as users? And thus consume a license? They will literally not use the system for anything else. Just to read the contract once completedWhy Contracts Should Not Be Downloaded And Sent During Negotiation
During contract negotiation, it may seem easy to download a document, send it to the counterparty, have the counterparty make changes, and send it back. But this approach creates serious risks around security, version control, and compliance. ISO 27001:2022Introducing Contract Settings & Backdated Contracts in Zoho Contracts
We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancementsAutomating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow
Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.Smart Data, Smarter Contracts — Ensuring Consistency Between Metadata and Documents
In contract management, data accuracy is not just a nice-to-have—it is essential. A single mismatch between what your system shows and what is written in the contract can ripple into approval delays, compliance risks, and broken trust in your data. ImagineHow Zoho Contracts Makes Negotiations Clear, Secure, and Transparent
Negotiation is one of the most critical—and often most chaotic—stages of the contract lifecycle. Multiple stakeholders review the same document, propose changes, debate terms, and exchange feedback. Without the right tools, this collaborative processWhy Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals
Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho ContractsIntroducing Intake Forms
We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead ofWhy Document Integrity Matters at Every Stage of the Contract Lifecycle
Contracts are legal records that must stay authentic and traceable from creation to expiry or termination. In Zoho Contracts, several design decisions focus on protecting the integrity of every document. These measures ensure that no important detailsHow Contract Types and Templates Form the Backbone of Zoho Contracts
Every contract in Zoho Contracts starts with two essential elements: Contract Type and Template. These are not just administrative steps. They define how every contract in your organization is created, governed, and managed over time. Let us look at theUnderstanding 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 stageAmendment 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 alwaysIntroducing 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 completeCreate 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_nameClarity on extended contract status
Clarity on “extended” status- How does Zoho “extend” a contract? E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- EmailCustomizing contract status
Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-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 whichDoes Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?Introducing 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 ActiveInline and background image with from scratch contract type
When using the "Create From Scratch" option to build a new contract type is it possible to add inline images as well as a background image? We want our company logo on the cover page as well as each page header and also have a background image that weHow 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, butQuery Regarding dynamic Item Creation for Invoice via Zoho API
Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includesRemove 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 thatUsers role ?
As of right now we are not allowed to add new user roles and this is an issue. If we want our sales team to be able to see all the contracts they need to have the administrator role or they will not see other users contract (legal team) this is a hugeUpdate signatures for each user through the REST API
Hello, We are Scribe (www.scribe-mail.com) an email signature management SaaS. We are integrating Zoho to our product so that our common customer can use their branded Scribe signature in their Zoho Mail. We already have the oauth client working and weAll 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 documentsFunctionality 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 theHeadings 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 everyManaging Collaborator Assignments to individual Contracts using the API
We have teams with varying members working on big contracts. We want to manage the collaborators and their changes easily. Is there a way to assign Collaborators to Contracts automatically via API?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?Next Page
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Introducing Microsoft Word Integration in Zoho Contracts
We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the MicrosoftZoho 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 Offline Signature in Zoho Contracts
We are excited to announce a new feature that brings even more flexibility to your contract execution workflow — Offline Signature. What is Offline Signature? The Offline Signature feature enables organizations to manage contracts that are signed outsideIntroducing Contract Settings & Backdated Contracts in Zoho Contracts
We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancementsIntroducing Intake Forms
We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of
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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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