Adding signature fields in your contract template

Adding signature fields in your contract template

When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers. But for lengthier contract documents or a contract with more signers, scrolling to the Ending Text part and inserting signature fields for each signer would be cumbersome. It would be more tedious if you want to insert the Initial field in each page.

To overcome this difficulty, you can insert the signature-related fields in the Ending Text of your contract template as Text Tags for a quick and hassle-free signing process. These Text Tags will automatically add the corresponding fields for each signer when you send the contract document for signature. 

Text Tags are supported for these fields: Signature, Company, Email, Text Fields, Job Title, Initial, Date, Checkbox, and Full Name. 

Note:
  1. If there are more signers added at the time of authoring the document or while initiating the signing process, you can add these Text Tags in your contract document while authoring it or by editing the ending text at the time of signing process. 
  2. To make the signature field as a mandatory field, add '*' symbol in signature text tag as {{Signature*}}.

{{Signature}}

A signature field added to the first recipient

{{Company:Recipient2}}

A company field added to the second recipient

{{Textfield:Recipient3:Address}}

A text field added to the third recipient with the field name address

{{Textfield:Recipient1*}}

A mandatory text field added to first recipient

{{Jobtitle}}

A job title added to the first recipient

{{Initial}}

An initial field added to the first recipient

{{Signdate}}

A date field added to the first recipient

{{Checkbox}}

A checkbox field added to the first recipient

{{Fullname}}

A full name field added to the first recipient

{{Customdate:Recipient1}}

A custom date field added to the first recipient


Field Format: {{<field type>:recipient<n>:<field name in case of text field>*}

Sample Ending Text:


This agreement has been signed by the parties.

I hope you find this useful and make use of this feature until we support the option to insert the Text Tags in our interface.

I'd love to hear your valuable feedback and suggestions.


Cheers,
Sathya
Zoho Contracts Team

    • Sticky Posts

    • Adding signature fields in your contract template

      When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.

    • Mapping Billing Country Field to Your Contract Template Field

      In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM

    • Bulk Import Counterparty Data

      Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using

      • Recent Topics

      • project name field issue- n8n

        Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

      • Function #20: Custom calculation in item table of invoices

        When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

      • Critical:- Eneble TDS filing for 26Q from the zoho book

        We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and

      • How to track repeat customers?

        I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:

      • How to hide or archive a blog post temporarily in Zoho commerce website builder?

        I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog

      • Zoho Books - Breaking A Working App

        We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:

      • Build data protection into your support

        At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how

      • Conditional formatting: before/after "today" not available

        When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!

      • Display Client Name in Zoho Creator Client Portal Dashboard

        Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

      • Customizable UI components in pages | Theme builder

        Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

      • Amazon.in FBA multiple warehouse integration with Zoho Inventory

        My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

      • Feature Request - Set Default Values for Meetings

        Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags

      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

      • Ability for admin to access or make changes in zoho form without asking for ownership

        Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access

      • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

        We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

      • Zoho CRM Calendar View

        Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

      • Camera

        I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?

      • What is Workqueue and how to hide it?

        Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

      • Batch/lot # and Storage bin location

        Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

      • Adding Sender Address with Basic Plan

        According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.

      • Conditional Field Visibility in Bigin CRM

        I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

      • Bill automation in Zoho Books

        Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey

      • Reporting Tags

        We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use

      • Consumption based inventory

        I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

      • Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles

        Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility

      • Partner with HDFC And Sbi Bank.

        Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

      • API in E-Invoice/GST portal

        Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

      • Member role in zoho meeting

        does a user with member role can see other users in the organization

      • How to post more than 4 Images on Instagram?

        Hi I read several articles to the topic od how to post more than 4 images on instagram, but i can't figure out how it works. I can't find the content editor and i installesd the z share extension for google chrome. Could someone please help me? Than

      • Clone Recurring Expenses

        Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

      • Zoho Books - How to Invoke a Custom Function in Schedulers

        We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

      • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

        Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,

      • Set Custom Icon for Custom Modules in new Zoho CRM UI

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

      • is there any way to change the "chat with us now" to custom message?

        is there any way to change the "chat with us now" to custom message? I want to change this text

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • Is Zoho Live Chat compatible with WordPress CMS?

        Hello, I have a website called www.jjrlab.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.

      • Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure

        Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which

      • Bring your CRM and Desk app inside SalesIQ with widgets

        Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations? How effective would it be to have all the required tools and data of the apps you

      • Next Page