Adding and Managing Counterparties in Contract Management | Zoho Contracts

Adding and Managing Counterparties

Introduction

A counterparty is a legal entity with whom you enter into a contract. For example, your customers, vendors, or partners.


A well-drafted contract aims to explain, in explicit detail, the rights and obligations of your organization and the counterparty in every conceivable circumstance.


In a typical contract workflow, you negotiate with a counterparty for agreement on the terms and conditions. The contract becomes effective only if authorized representatives from your organization and the counterparty sign the contract document. 


Add a Counterparty

  1. Select the Counterparties tab at the top of the page.
  2. Click Add Counterparty at the top-right corner of the counterparties list page.
  3. Enter the details in the Add Counterparty form, then click Add.  


Edit a Counterparty

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty that you want to edit. 
  3. Click More  at the top-right corner of the counterparty details panel, then choose Edit.
  4. Change the details on the Edit Counterparty form, then click Update. 

Tip:

You can also access the Edit Counterparty form directly from the counterparties list page. To do so, click More  next to the counterparty, then choose Edit.

Delete a Counterparty

  1. Select the Counterparties tab at the top of the page. 
  2. Click More  next to the counterparty that you want to delete, then choose Delete.

Tip:

You can also delete a counterparty from the counterparty details panel. To do so, click More  at the top-right corner of the panel, then choose Delete.

View Contracts Related to a Counterparty

  1. Select the Counterparties tab at the top of the page. 
  2. Click to open the counterparty you want to view the related contracts of. 
  3. Select the Contracts tab in the counterparty details panel on the right.


Search a Counterparty

  1. Select the Counterparties tab at the top of the page. 
  2. Click Search  at the top, then enter the name of the counterparty that you want to search. 


The matching counterparties will be displayed below. 


Filter Counterparties 

  1. Select the Counterparties tab at the top of the page. 
  2. Click Filter  at the top, then set the necessary filter criteria using the available fields. 


The counterparties on the list page will be filtered.