Counterparty Initiated Contracts
Collaborating on a Counterparty Initiated Contract
Add and Manage Collaborators Adding and managing collaborators in a counterparty-initiated contract is similar to adding and managing collaborators in an organization-initiated contract. For a step-by-step guide, see Adding and Managing ...
Counterparty Initiated Contracts Overview
Contracts do not always originate from your organization. A vendor may send a draft proposal outlining service terms, a client might forward a signed agreement, or a partner may initiate a new business agreement. To manage such contracts, Zoho ...
Terminating a Counterparty Initiated Contract
For counterparty-initiated contracts, you can either request the counterparty to terminate a contract or add the termination details if the contract has already been terminated. Request Termination Select the Contracts tab at the top of the page. ...
Amending a Counterparty Initiated Contract
Add New Amendment Select the Contracts tab at the top of the page. Click to open the Active contract that you want to add an amendment. Click More at the top of the contract details page, then choose Add New Amendment. Enter the details and upload ...
Renewing and Extending a Counterparty Initiated Contract
Add Renewed Contract Select the Contracts tab at the top of the page. Click to open the Active contract that you want to add renewal. Click More at the top of the contract details page, then choose Add New Renewal. Enter the details and upload the ...
Adding and Managing Obligations in a Counterparty Initiated Contract
Adding and managing obligations in a counterparty-initiated contract is similar to adding and managing obligations in an organization-initiated contract. To add and manage obligations, see Obligation Management.
Managing Signature Process of a Counterparty Initiated Contract
Mark As Signature In-progress Select the Contracts tab at the top of the page. Click to open the contract in the Negotiated state that you want to mark as signature in-progress. Click Mark As at the top, then select Mark As Signature In-progress. The ...
Negotiating a Counterparty Initiated Contract
Suggest Edits and Add Comments Select the Contracts tab at the top of the page. Click to open the contract in the In Negotiation - Review Pending state that you want to suggest edits and add comments to. Edit the document to suggest changes, select ...
Managing Counterparty Initiated Contracts
Re-upload Draft Document Select the Contracts tab at the top of the page. Click to open the contract in the In Negotiation - Review Pending state that you want to re-upload the draft document. Click More at the top-right corner of the contract ...
Importing a Counterparty Initiated Contract
Import a Draft Contract Select the Contracts tab at the top of the page. Click Import Contract at the top-right corner of the contracts listing page. Choose Counterparty in the Contract Initiated By Party picklist. Choose Draft from the Contract ...