1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click the Connection tab, then click Disconnect. 

Enable Modules

The Modules tab in Zoho CRM enables you to select the CRM modules from which you can initiate and manage contracts. You can select from existing modules like Contacts, Accounts, Deals, or Vendors to enable contract requests. You should also choose the contract types in which the contracts can be requested for each of these modules.

1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click the Modules tab, then toggle the slider of the respective CRM module that you want to enable it.
6. Choose the contract types in the Enable Accounts Module popup window for which you want to allow contract requests, then click Enable.
7. Click Save.
   

Enable Custom Modules

If you have custom modules in Zoho CRM that are specific to your business needs, you can add them in the Modules tab. This way, you can request contracts directly from the records of those custom modules.

1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click Add Custom Module in the Modules tab, then select the module in the Custom Module dropdown, and click Add.
6. Toggle the slider to enable the custom module and select the contract types for which you want to allow contract requests.
7. Click Enable.
   

Feature Availability: Enterprise and above plans.

Note:

1. If a predefined module is disabled in Zoho CRM, it will also be disabled in the extension settings. To enable the module in the extension settings, make sure to enable it in Zoho CRM settings.
2. To request contracts from the records in the custom module, you need to add a custom Request Contract button for this module. Furthermore, to view the requested contracts on the details page, you must add a Zoho Contracts Related List to the module.
   

To add a Custom button:

1. Go to Setup → Customization → Modules and Fields.
2. Select the Purchases module from the Modules tab.
3. Select the Buttons tab.
4. Click Create New Button.
5. Enter the button name as Request Contract.
6. Select layouts in which you want the button to be displayed.
7. Choose In Record as the page to place the button.
8. Choose Details as the position of the button in the selected page.
9. Choose Invoke a URL as the action to perform.
10. Copy and paste the below URL in the URL field under Construct Your URL.
    https://extensions.zoho.com/plugin/zcrmcontracts/contracts?module=Purchases&rec_id=${Purchases.PurchaseId}&crmzgid=${Organization.Organization Id}
11. Choose New Window as the target of the button action.
12. Choose user profiles to whom the button should be shown.
13. Click Save.
    

The button will be added to the Details Page of a particular record of the custom module.

To add a Related list:

1. Click Setup  from the top-right corner.
2. Click Modules and Fields under the Customization section.
3. Click Consultations from the modules list.
4. Click the layout to customize from the layouts list.
5. Select the Detail View tab at the top.
6. Click Add Related List  in the Related List panel on the left.
7. Select Widgets from the Add Related List window.
8. Click Create New Widget.
9. Enter Zoho Contracts in the Name field.
10. Choose External in the Hosting field.
11. Copy and paste the below URL in the Base URL field. 
    https://extensions.zoho.com/jsp/zcrmcontracts/details.jsp
12. Click Save. The new widget will be created.
13. Click Install next to the created widget.
14. Enter Zoho Contracts in the Custom Related List Name field.
15. Click Save.
    

The related list will be added to the Details page of each record in the respective custom module.

Configure Counterparty Settings

To configure counterparty settings for Contacts, Deals, and Custom modules:

1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click the module under the Conterparty tab, in which you need to add the counterparty settings.
6. Click the Condition-Based option, then select the Counterparty and Counterparty Type from their respective dropdown list. 
7. Specify which record should be considered as the counterparty by setting rules. E.g., For a B2B (Business to Business) scenario, you can choose the Account Name field because it represents the organization you are contracting with. On the other hand, in a B2C (Business-to-Consumer) scenario, the Contact Name field is more appropriate, as it refers to the individual consumer involved in the contract. 
8. Click  to add more rules and combine them using logical operators like AND (for all conditions to apply) or OR (for any condition to apply).
9. Click Add Condition to create more sets of rules for other counterparties or types. 
   
10. Click Save.

Note: If more than one condition is satisfied, the contract requester will be asked to choose the correct counterparty when requesting a contract.

To map the counterparty contact field:

1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click the Field Mapping tab, then map the fields under Counterparty Contact Fields by selecting the fields from the Contacts Module Fields dropdown list.
   
6. Click  to save.

Map Contract Document Fields for each Module 

1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click the Field Mapping tab, then select the module for which you need to map the fields under Module-wise Fields Mapping.
6. Map the Counterparty fields by selecting the fields from the Accounts Module Fields dropdown list. 
7. Map the contract types' template fields by clicking the Map Fields for each contract type.
8. Repeat the steps to map the fields for all the modules.
   
9. Click Save.

Note: If you have selected the counterparty based on the Condition-Based option, map the Counterparty Fields by clicking the Map Fields for each condition.

Add Requester Department

1. Log in to your Zoho CRM account.
2. Click Settings  in the top-right corner of the page.
3. Select Zoho from the Marketplace section, then select Zoho Contracts.
4. Click Settings at the top-right corner of the Extension Details page.
5. Click the Others tab, then choose the requester departments using the dropdown list.
   
6. Click Save.