Approving, Negotiating, and Signing a Contract Amendment | Zoho Contracts

Approving, Negotiating, and Signing an Amendment

Submit an Amendment for Approval

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the Active contract in which the amendment draft is complete.
  3. Click Submit for Approval at the top of the page. 
Notes

Note: 

  1. The approvers will be notified about the approval request via email and in-app notifications.
  2. The approval process for an amendment is similar to that of a contract. To learn more, see Approval Process. 

Send Amendment Document for Negotiation

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the Active contract in which the amendment is in the Approved state.
  3. Click Send for Negotiation at the top of the contract details page. The negotiators that you added initially will be listed in the Send for Negotiation dialog box.
  4. To add more negotiators, click Add More at the bottom of the Negotiators list in the Send for Negotiation dialog box. 
  5. Choose a negotiator in the Negotiator field, then set the permission for the negotiator and the password to access the document.
  6. Repeat steps 4 and 5 to add multiple negotiators. 
  7. Click Send. 




Notes

Note: 

  • The negotiators will receive an email notification, from which they can access the amendment document. 
  • When a contract type has an approval workflow associated with it, the amendments in the respective contracts should be approved by the approvers before they could be sent for negotiation. 
  • Otherwise, the contract owners can send those amendments for negotiation directly after completing the amendment draft.  

The negotiation process for an amendment is similar to that of a contract. To learn more, see Negotiation. 


Send an Amendment for Signature

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the Active contract in which the amendment is in the Negotiated state.
  3. Click More  in the contract details panel on the left, then choose Signature.
  4. Click Add, then choose the signers from your organization and the counterparty. 
  5. Check the Set Signing Order checkbox at the top if you want to set a signing order. 
  6. To set the order, enter the ordinal number in the box next to each signer. 
  7. Click Save. 
  8. Click Send for Signature again. You will be redirected to Zoho Sign with the amendment document or letter loaded. 
  9. Choose a recipient from the Recipients section in the right panel.
  10. Drag and drop the required fields for the respective recipient from the Fields section to the required locations in the document.
  11. Repeat steps 8 and 9 until you add the signature and the other required fields for all the recipients. 
  12. Click Send. 
Notes

Note: 

  1. Zoho Sign will send the sign request email to all the signers. They can access the amendment document or letter from the link in the email. For more information, see Signing a Document.
  2. The signature process for an amendment is similar to that of a contract. To learn more, see Signature.