Contract creation for Accounts and Vendors in CRM integration

• Topic Participants

• Jayakrishnan

  

• Centeno

• Sathyakeerthi U

  

• JK

• adam

• 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.

• Contract creation for Accounts and Vendors in CRM integration

  One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable

• 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

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