1. Add Organization Info
2. Configure E-Signature
3. Invite Users to Your Organization
4. Add Approval Workflow
5. Customize Clause Library
6. Customize Contract Type
7. Customize Choice List
   

1. Add Organization Info

1. Click Add Organization Info in the Quick Setup section. You will be redirected to the Organization Info page.
2. Click Change to update your organization's logo.
3. Enter or modify details like Organization Name, URL, Country, Address, and Website in the Organization Info page.
4. Click Update at the top-right corner to update the organization info.
   

2. Configure E-Signature

1. Click Configure E-Signature in the Quick Setup section. You will be redirected to the E-Signature page.
2. Click Connect under the Zoho Sign section.
3. Check the Checkbox in the Zoho Sign eSignature Integration pop-up window, then click Connect to connect with your Zoho Sign account.
   

3. Invite Users to Your Organization

1. Click Invite Users in the Getting Started tab. You will be redirected to the Users page. 
2. Click Invite User at the top-right corner. 
3. Enter details like Name, Email Address, and Role in the Invite User pop-up window, then click Send.

Note: 

1. You can repeat the above steps to invite more users.
2. Zoho Contracts has three roles, each with specific functions, while the Admin has full privileges. For more information, see User Roles Vs. Permissions. 
   

For more information, see Inviting Users to Your Organization.

4. Add Approval Workflow

An approval workflow in Zoho Contracts decides who needs to approve a contract and the steps it goes through for approval. You can create any number of approval workflows and associate one for each contract type.

1. Click Add Approval Workflow in the Quick Setup section. You will be redirected to the Approval Workflow page.
2. Click New Approval Workflow at the top-right corner of the page.
3. Enter the Workflow Name and Description in the New Approval Workflow page. 
4. Choose either Parallel or Sequential from the Approval Type section. 
5. Click  in the Approvers section.
6. Select the approvers, then click Add. 
7. Click Add Next Level to add another level for Sequential workflow. Repeat steps 6 and 7 to add more approvers to the new level. 
8. Click Save at the top-right corner after adding all the approvers.

1. Click Customize Clause Library in the Quick setup section. You will be redirected to the Clause Library page.
2. Click New Clause at the top-right corner of the page. 
3. Enter the details like Clause Type, Clause Name, Question, Clause Title, and Language. 
4. Click Add Alternate Clause to add alternate clauses, then click Create. Repeat this step to create more alternate clauses.
   

6. Customize Contract Type

1. Click Customize Contract Types in the Quick Setup section. You will be redirected to the Contract Types page.
2. Click New Contract Type at the top-right corner of the Contract Types list page.
3. Enter the details in the Basic Details section, then click Next at the top-right corner.
4. Select Create From Scratch to build the template from scratch or select Upload Word Template to upload an existing template in MS Word format in the Template section.

1. Click Customize Choice List in the Quick Setup section. You will be redirected to the Choice Lists page.
2. Select the list that you want to add a choice list value to from the List Types section on the left.
3. Click Add at the top-right corner of the page. 
4. Enter the choice list value, then click Add.