Sending a Contract for Negotiation and Managing Negotiators | Zoho Contracts

Sending a Contract for Negotiation and Managing Negotiators


Add Negotiators and Send for Negotiation

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract in the Approved state that you want to send for negotiation.
  3. Click Send for Negotiation at the top of the contract details page.
  4. Click Add More at the bottom of the Negotiators list in the Send for Negotiation dialog box. The counterparty's primary contact will be a negotiator by default.
  5. Choose a negotiator in the Negotiator field, then set the permission for the negotiator.
  6. Click  to select the authentication delivery mode for sharing the password with the negotiator, then click Save. By default, the delivery mode is set to Email.
  7. Repeat steps 4, 5, and 6 to add multiple negotiators.
  8. Click Send. The negotiators will receive an email notification from which they can access the contract document.
Notes

Note:


  • The contract owner can only send the contract for negotiation after it is approved internally. 
  • When a contract type does not have an approval workflow associated with it, the contract owners can send those contracts for negotiation directly after completing the draft.
  • If the contract owner does not choose a Counterparty Primary Contact at the time of the creation of the contract, they can choose one in the Send for Negotiation dialogue box. The first negotiator that the contract owner adds will be the counterparty's primary contact.

Quote

Tip:


You can also add a negotiator to a contract that is in the In Negotiation - Review Pending state.

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract you want to add a negotiator in.
  3. Select the Negotiations tab in the contract details panel on the left.
  4. Click More  at the top of the Negotiators tab, then choose Add Negotiators.
  5. Choose a negotiator in the Negotiator field, then set the permission for the negotiator.
  6. Click  to select the authentication delivery mode for sharing the password with the negotiator, then click Save. By default, the delivery mode is set to Email.
  7. Click Add and Send. The negotiators will receive an email notification from which they can access the contract document.  


Add Counterparty Requested Negotiators

When a negotiator requests the contract owner to add other negotiators representing the counterparty, the contract owner will receive an email with a link to access the contract document.

To add counterparty requested negotiators:
  1. Open the email in which the counterparty has requested to add negotiators.
  2. Click Add as Negotiators in the email. The contact details and permission of each negotiator will be auto-filled in the respective Negotiator and Permission fields.
  3. Click  to select the authentication delivery mode for sharing the password with the negotiator, then click Save. By default, the delivery mode is set to Email.
  4. Click Add and Send. The negotiators will receive an email notification from which they can access the contract document.  
Notes
Note: Upon clicking Add and Send, if the contacts are not yet associated with the counterparty, a pop-up window to add the contacts will appear. Click Yes in the pop-up window to add these contacts to the counterparty.

Recall Negotiation

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract in the In Negotiation - Review Pending state you want to recall negotiation for. 
  3. Click Recall Negotiation at the top of the contract details page. Upon recall, the negotiators will receive an email notification. 


View Negotiation Activity

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract you want to view the negotiation activity for.
  3. Select the Negotiations tab in the contract details panel on the left, then view the Activity section.




The table below explains the status icons in the Activity tab. 


Icon

Denotes

Tooltip*


Email notification received   

Displays the time when the negotiator received the email notification. 





Yet to view the email notification 


-


Email notification viewed 


Displays the time when the negotiator viewed the email notification. 


Yet to submit the negotiation review 


-


Negotiation review submitted


Displays the time when the negotiator submitted the negotiation review. 

Info
Hovering over the icon will display the tooltip information. 
Notes

Note:

If the contract is currently in the post-execution stages, you can choose to view the negotiation activity of the original document or the amendment or renewal, from the dropdown menu next to the Activity heading.

           

View Previous Cycles  

When a contract goes through multiple rounds of negotiation, the contract owner can view the negotiation activity, review summary, and contract document version of the previous negotiation cycles.
  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract whose negotiation cycles you want to view.
  3. Select the Negotiations tab in the contract details panel on the left.
  4. Click View Previous Cycles below the Activity section. The left panel will display the activity of all the previous negotiation cycles.
  5. Click View Document next to a cycle to view the contract document version that you received after the counterparty review for the respective cycle.
  6. Click View Summary below the negotiation activity of a cycle to view the counterparty's review summary for the respective cycle. 

Remove a Negotiator

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract you want to remove a negotiator from.
  3. Select the Negotiations tab in the contract details panel on the left.
  4. Click Remove   next to the negotiator that you want to remove.  

NotesNote: You cannot remove the counterparty's primary contact from the list of negotiators when the contract is in the In Negotiation - Review Pending state. 

Change Permission of a Negotiator

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract you want to change the permission of a negotiator in.
  3. Select the Negotiations tab in the contract details panel on the left.
  4. Click the current permission of the negotiator whose permission you want to change, then choose the required permission. 

NotesNote: You cannot change the negotiation permission of the counterparty's primary contact.

Skip Negotiation

  1. Select the Contracts tab at the top of the page.
  2. Click to open the contract in the Approved or Draft Completed state that you want to skip negotiation for.
  3. Click More  at the top right corner of the contract details page.
  4. Choose Skip Negotiation.