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 details page, then click Re-upload Document, and upload the Draft Contract that you have received from the counterparty.
- Click Upload.
Note:
- You can upload the document in .doc, .docx, or .rtf formats.
- The maximum file size allowed is 10 MB.
Edit Contract Information
- Select the Contracts tab at the top of the page.
- Click to open the contract you want to edit the fields in.
- Select the Summary tab from the contract details panel on the left.
- Click Edit at the top-right corner of the Summary tab.
- Change the values in the Edit Contract Details form, then click Update.
Note:
- All fields are editable when a contract is in the Draft state.
- A few fields are always editable, irrespective of the state of the contract. They are Description, Requester Name, Requester Department, Termination Notice Period, Send Expiration Reminder, Amount Type, Amount, and Tax.
- Only the contract owner can edit the fields. For more information about permissions, see Sharing and Collaboration.
Adding and Managing Attachments
Adding and managing attachments in a counterparty-initiated contract is similar to adding and managing attachments in an organization-initiated contract. For a step-by-step guide, see Attachments.
View Contract Revisions
The Revisions tab in Zoho Contracts helps manage and track various versions of a contract by providing a complete history of all contract versions, allowing you to filter versions and download any version with ease.
View the Versions of a Contract
- Select the Contracts tab at the top of the page.
- Click to open the contract you want to view the versions of.
- Click More
in the contract details panel on the left, then choose Revisions. All the versions of the contract will be displayed in the Revisions tab.
- Click the version that you want to view.
The version will be displayed in the document viewer.
Apply Filters to Versions
- Select the Contracts tab at the top of the page.
- Click to open the contract you want to filter and view the versions of.
- Click More
in the contract details panel on the left, then choose Revisions.
- Click Filter By and specify the necessary filter criteria.
Download a Version
- Select the Contracts tab at the top of the page.
- Click to open the contract you want to download a version of.
- Click More
in the contract details panel on the left, then choose Revisions.
- Click More
next to the version that you want to download, then choose the download file format from the Download As section.
Viewing Contract Activities
Viewing Contract Activities in a counterparty-initiated contract is similar to viewing contract activity in an organization-initiated contract. For a step-by-step guide, see Viewing Contract Activities.
Viewing Agreement History
Viewing Agreement History in a counterparty-initiated contract is similar to viewing agreement history in an organization-initiated contract. For a step-by-step guide, see Viewing Agreement History.
Download a Contract
- Select the Contracts tab at the top of the page.
- Click to open the contract that you want to download.
- Click More
at the top-right corner of the contract details page, then choose Download Document.
- Select the Download Format and Download Option, then click Download.
Copy a Contract
- Select the Contracts tab at the top of the page.
- Click to open the contract that you want to copy.
- Click More
at the top-right corner of the contract details page, then choose Create a Copy.
- The Create a Copy form will appear with the fields filled with values of the contract that you chose to copy. Change the values based on your requirements.
- You can also copy the document field values, comments, collaborators, and signer details from the contract. To copy, click Choose from the Copy Options section in the Create a Copy form and select the required values.
- Click Save and Continue.
Note:
- When creating a copy of a signed contract, you will be prompted to upload the draft document in the next step. Once uploaded, click Upload and Continue to proceed.
- You can upload the document in .doc, .docx, or .rtf formats.
- The maximum file size allowed is 10 MB.
Delete Contract
- Select the Contracts tab at the top of the page.
- Click More
next to the contract that you want to delete, then choose Delete Contract.
Note: You cannot delete a contract document when the contract is in either Signed or Active state.
Tip: You can also delete a contract from the contract details page. To do so, click More 
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