Contract Management
1. What is a counterparty?
In Zoho Contracts, a counterparty is an organization or individual, such as a customer, vendor, or employee, with whom your organization engages in a contractual agreement. The contract becomes valid in Zoho Contracts only when the representatives from both parties sign the document.
In Zoho Contracts, a counterparty is an organization or individual, such as a customer, vendor, or employee, with whom your organization engages in a contractual agreement. The contract becomes valid in Zoho Contracts only when the representatives from both parties sign the document.
2. Is there a limit to the number of counterparties I can manage in Zoho Contracts?
Yes, the specific limit on the number of counterparties you can manage in Zoho Contracts may depend on your subscription plan. Zoho Contracts offers various subscription plans with different features and limits, and the number of counterparties you can manage may vary accordingly. Upgrading to higher-tier plans often provides expanded capabilities in managing counterparties. For more information, see Pricing.
Yes, the specific limit on the number of counterparties you can manage in Zoho Contracts may depend on your subscription plan. Zoho Contracts offers various subscription plans with different features and limits, and the number of counterparties you can manage may vary accordingly. Upgrading to higher-tier plans often provides expanded capabilities in managing counterparties. For more information, see Pricing.
3. Is it possible to bulk import legacy contracts in Zoho Contracts?
Yes, it is possible to bulk import legacy contracts in Zoho Contracts. For assistance with the bulk import process, contact us by Email.
Yes, it is possible to bulk import legacy contracts in Zoho Contracts. For assistance with the bulk import process, contact us by Email.
4. What details are required to create a contract?
To create a contract in Zoho Contracts, essential details include the Title, Counterparty Name, Contract Term, Contract Effective Date, Renewal Details, and Financial Details. For more information, see Creating and Authoring a Contract.
To create a contract in Zoho Contracts, essential details include the Title, Counterparty Name, Contract Term, Contract Effective Date, Renewal Details, and Financial Details. For more information, see Creating and Authoring a Contract.
5. Can I create contracts with past effective dates in Zoho Contracts?
No, it is not possible to create contracts with past effective dates in Zoho Contracts. Also, backdating contracts can be considered fraudulent, potentially constitute tax evasion or fraud, violate specific laws and regulations, and have other legal consequences, which can vary based on the jurisdiction and applicable laws.
No, it is not possible to create contracts with past effective dates in Zoho Contracts. Also, backdating contracts can be considered fraudulent, potentially constitute tax evasion or fraud, violate specific laws and regulations, and have other legal consequences, which can vary based on the jurisdiction and applicable laws.
6. Is it possible to attach files with contracts?
No. Currently, Zoho Contracts does not support attaching files directly to contracts. However, we have plans on our roadmap to include this feature. It will help you attach the files to the contract. For any assistance, contact us by Email.
No. Currently, Zoho Contracts does not support attaching files directly to contracts. However, we have plans on our roadmap to include this feature. It will help you attach the files to the contract. For any assistance, contact us by Email.
7. What are the contract term options available in the Zoho Contracts?
There are two contract term options available in Zoho Contracts. One is Definite, and the other is Indefinite. The Definite term has predetermined start and end dates expiring based on the specific dates or the term mentioned in months/years since execution, or the contract ends on a condition, event, or fulfillment of an order or service. In contrast, an Indefinite contract does not have a fixed end date and can be closed by terminating the contract.
There are two contract term options available in Zoho Contracts. One is Definite, and the other is Indefinite. The Definite term has predetermined start and end dates expiring based on the specific dates or the term mentioned in months/years since execution, or the contract ends on a condition, event, or fulfillment of an order or service. In contrast, an Indefinite contract does not have a fixed end date and can be closed by terminating the contract.
8. Is it possible to set the effective and end dates for a contract?
Yes, it is possible to set the effective and end dates based on the contract term you have selected. If you select the contract term as Definite, you can set both the Effective and End dates. However, if you select the contract term as Indefinite, you will be able to set the Effective date only.
Yes, it is possible to set the effective and end dates based on the contract term you have selected. If you select the contract term as Definite, you can set both the Effective and End dates. However, if you select the contract term as Indefinite, you will be able to set the Effective date only.
9. Is there a way to track changes and revisions in contracts?
Yes, Zoho Contracts offers version control, enabling you to track changes made to contracts over time. You can review previous versions, ensuring transparency and accountability in contract revisions. For more information, see Tracking Changes and Managing Comments.
Yes, Zoho Contracts offers version control, enabling you to track changes made to contracts over time. You can review previous versions, ensuring transparency and accountability in contract revisions. For more information, see Tracking Changes and Managing Comments.
10. What is the difference between Revisions and Agreement History?
Revisions track changes made to the actual content of the contract document over time. It provides a detailed history of modifications, additions, or deletions within the contract terms, whereas the Agreement History lists all the signed documents with the respective certificates, such as the original contract, subsequent renewals, and amendments.
11. What do the Renewal Details of a contract mean?
The Renewal Details section in Zoho Contracts provides information about the contract's renewability, renewal type, renewal term, and any other relevant details related to the contract's renewal. For more information, see Renewing a Contract.
The Renewal Details section in Zoho Contracts provides information about the contract's renewability, renewal type, renewal term, and any other relevant details related to the contract's renewal. For more information, see Renewing a Contract.
12. What are the renewal types available in Zoho Contracts?
There are two renewal options available in Zoho Contracts. One is Manual, and the other is Evergreen. Manual requires user intervention for renewal, while Evergreen enables automatic renewal at the end of the contract term.
There are two renewal options available in Zoho Contracts. One is Manual, and the other is Evergreen. Manual requires user intervention for renewal, while Evergreen enables automatic renewal at the end of the contract term.
13. Can I change the renewal settings for an existing contract?
You are allowed to change the renewal settings during the Draft mode. Apart from the draft mode, you cannot change the renewal settings for existing contracts in Zoho Contracts.
You are allowed to change the renewal settings during the Draft mode. Apart from the draft mode, you cannot change the renewal settings for existing contracts in Zoho Contracts.
14. Do I get renewal reminders?
Yes, you can receive renewal reminders in Zoho Contracts based on the expiration reminder days you have set in the contract, ensuring that you never miss important contract deadlines.
Yes, you can receive renewal reminders in Zoho Contracts based on the expiration reminder days you have set in the contract, ensuring that you never miss important contract deadlines.
15. When are Financial Details applicable?
The Financial Details are applicable if the contract type's intent is either Buy or Sell. For example, if you have set the intent of your sales-related contract type's intent as Sell, then contracts of this contract type require financial details.
The Financial Details are applicable if the contract type's intent is either Buy or Sell. For example, if you have set the intent of your sales-related contract type's intent as Sell, then contracts of this contract type require financial details.
16. How can I make certain contracts visible to a specific user?
You can make a contract visible to a specific user by adding them as a collaborator and sharing them with the View Only permission. For more information, see Share Permissions.
You can make a contract visible to a specific user by adding them as a collaborator and sharing them with the View Only permission. For more information, see Share Permissions.
17. After signing, where can I find the signed copy of the contract?
Once the signing process is finished, you can locate the signed contract document in the Agreement History section and have the option to download the document.
Once the signing process is finished, you can locate the signed contract document in the Agreement History section and have the option to download the document.
18. Is it possible to execute a tripartite agreement?
Currently, it is not possible to carry out a tripartite agreement. However, we have this feature on our roadmap. For any assistance, contact us by Email.
Currently, it is not possible to carry out a tripartite agreement. However, we have this feature on our roadmap. For any assistance, contact us by Email.
19. Can I delete a signed or active contract?
No, you cannot delete a contract document when the contract is either in the Signed or Active state. However, you can delete a contract document once it has been terminated or expired.
No, you cannot delete a contract document when the contract is either in the Signed or Active state. However, you can delete a contract document once it has been terminated or expired.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Contract Letters Overview
Zoho Contracts comes with predefined templates for Amendment Letters, Extension Letters, Renewal Letters, and Termination Letters. You can also customize these templates to suit your requirements. Contract letter templates in Zoho Contracts are quite ...Importing a Contract
Overview In Zoho Contracts, you can import your contracts in the draft, signed, or active statuses and manage their entire lifecycle. You can also import expired contracts to keep track of them within Zoho Contracts. Import a Contract Draft Select ...Managing Contract Types
Edit Created Template and Republish To edit a template created from scratch and republish the contract type: Select the Admin tab at the top of the page. Select Contract Types from the left panel. Click to open the contract type that you want to edit ...Create Your First Contract
Once you have completed all the steps in the Quick Setup guide, you are now ready to start creating a new contract. To create a new contract: Select the Contracts tab at the top of the page. Click New Contract at the top-right corner of the Contracts ...Viewing Contract Activities
The Activity tab in the contract details panel of a contract displays the list of all the activities carried out in the contract in chronological order. View Activity Timeline of a Contract Select the Contracts tab at the top of the page. Click to ...
New to Zoho LandingPage?
Zoho LandingPage Resources