Clarity on extended contract status
Clarity on “extended” status- How does Zoho “extend” a contract? E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- Email
Customizing contract status
Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-
Merge feature parity with writer
Hello Zoho team, I have run into a workflow limitation with Zoho Contracts and the lack of merge feature parity with what Writer can do. We have created a fairly complex merge process to create a statement of work based on several fields in our CRM which
Does Zoho Contracts support white-labeling?
As the title says, do you provide us white-labeling solution?
Introducing Import Contract API
We are excited to introduce the Import Contract API in Zoho Contracts. Here's a brief overview: Import Contract API The Import Contract API allows you to import contracts directly into Zoho Contracts in any of the following states: Draft Signed Active
Inline and background image with from scratch contract type
When using the "Create From Scratch" option to build a new contract type is it possible to add inline images as well as a background image? We want our company logo on the cover page as well as each page header and also have a background image that we
How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?
Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.
How to Update custom Fillable Fields via Zoho Contracts API
Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.
Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports
Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:
Default styling for templates
Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, but
Query Regarding dynamic Item Creation for Invoice via Zoho API
Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includes
Remove Zoho contract upsell at customer sign completion page
Hello, I am going through testing for a zoho contract for my organization and I noticed that after the customer signs the contract they are forwarded to a completion page that tries to sell them on using zoho contracts. I find that very unprofessional
Error Uploading an Already Active Contract
I'm trying to upload a contract that is already active (and has been signed in Adobe Sign as a PDF). I am receiving an error when I am on the Upload Screen, trying to upload the version of the "Signed" contract; the file will not upload and I'm told that
Users role ?
As of right now we are not allowed to add new user roles and this is an issue. If we want our sales team to be able to see all the contracts they need to have the administrator role or they will not see other users contract (legal team) this is a huge
Update signatures for each user through the REST API
Hello, We are Scribe (www.scribe-mail.com) an email signature management SaaS. We are integrating Zoho to our product so that our common customer can use their branded Scribe signature in their Zoho Mail. We already have the oauth client working and we
Add conditional statements to insert or not clause or text according to dynamic CRM fields
Hello, I would like to contsruct my contracts dynamically with conditional statements (IF, ELSE, etc) For example, according to specific CRM dynamic fields, I want to insert or not some clauses or text Would it be possible to add that feature? Best
All You Need to Know About Zoho Contracts
The contracts are legal documents that govern almost every penny that either comes in or leaves a business. If the businesses are equipped with the right contract management software for managing them then they can transform contracts from static documents
Functionality to set correct heading size, numbering and indentation
One of the most commonly used functions in MS Word when writing a contract is first setting up (or re-using) a style guide to define Legal heading attributes (i.e. size, numbering style and indentation). It would be helpful if there was a method via the
Headings in Contracts Clauses do not match the font size of the numbers
When I set a line in a Clause to be a heading, it bolds it and numbers it according to the heading level, but it does not change the font size to match the numbering font. For example, Heading 1 is a 14-point font, which I have to adjust manually every
Managing Collaborator Assignments to individual Contracts using the API
We have teams with varying members working on big contracts. We want to manage the collaborators and their changes easily. Is there a way to assign Collaborators to Contracts automatically via API?
Analytic integration ?
Any plan to have Zoho Contract integrate with Zoho Analytics. Right now the reports we have out of the box are prety lack luster. I was ask today to make a view off all the contracts that would show the entry date and the renewal (or termination date).
Create Contract API Endpoint Unclear "inputfields" Requirements
Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name
Ending Contract
Hello I've created a contract that ends on the fulfillment of service. I have now fulfilled my service and would like the contract to end, how do I achieve this?
Customize Contract Details Fields
Is it possible to add, delete or customize these default fields?
Introducing New APIs and Updates
We are excited to introduce the new APIs and enhancements to our existing ones in Zoho Contracts. Here’s a brief overview: 1. Transfer Contract Ownership You can now transfer the ownership of a list of contracts to another user. Sample Usecase: When creating
Download contract template/type
Hi there, anyone can help why I cannot download my contract type/ contract template as word document or pdf? Best regards,
How to update contract owner with the api ?
Hi im trying without success to update contract owner during the creation of contract or after with the 'PUT' operation.. Ys i can attached collaborators, but i realy want this users to be the owner of the contract ! But i cant succeed to get the correct
Upcoming "Advanced Formatting Features"
Hello, Per some other posts (here and here), there is a big technical revamp in the works regarding formatting of contracts. Are there more details that can be provided regarding this? We have many questions on the future due to inconsistencies and missing
Extract clauses from Zoho Contracts and display them in an HTML via API
Hi, how are you? I have been reviewing the Zoho Contracts API documentation and I have the following query: I would like to extract clauses from a contract using this API and display them in an HTML form in order to create a contract from that form. I
New System Fields in Zoho Contracts
Hello everyone, We have supported new system fields to provide more detailed meta information about a contract. New System Fields System Field Description Party Fields Party A Contact Name Party B Contact Name The names of the contracting parties' contacts.
Is there any way to delete multiple clauses at once?
Am I correct that there is no way to delete multiple clauses at once? Zoho Contracts comes with over 170 clauses, all of which don't pertain to my practice, however, I see no way to select multiple clauses and delete them. Surely Zoho doesn't expect users
Need to know about the ZOHO Contract integration with ZOHO CRM
Hi Team, We are trying to create custom proposal using ZOHO Contracts from ZOHO CRM under deal module. What i need to know can we have automatically create the contract in the ZOHO Contracts and send for the signature to the customer and once he will
Zoho Contract, Contract Letters language
Hey everyone, We started playing with Zoho Contract and we are having an issue with the Contract Letters. The first issue/question is that for the life of me can’t find how to add/create new contact letters template. This is the 4 that came with the install
Using MS Word for negotiating contracts
Hi Our customers want to use MicroSoft Word to edit/change the document received for review in the Zoho Contracts negotiation process. They can download the .docx file in track change mode, but they can't upload. Is there a way for our clients' legal
Cant succed to create a contract from the api !
Here is my input values { "source": 1, "inputfields": [ { "metaApiName": "contract-type", "inputs": [ { "inputApiName": "contract-type", "inputValue": "software-as-a-service-agreement" } ] }, { "metaApiName": "title", "inputs": [ { "inputApiName": "title",
Introducing Document Download APIs
Exciting news! Our Document Download APIs are available now, providing easy access to the signed contract documents and letters for seamless integration with your workflow. For example, you can now automate storing the signed documents in your cloud drives
Best way to populate JSON query in Deluge - exemple of JSON STRING MAP to create contract with api
Hi every one just want to share about process with you.. I just want to share my code to build JSON string in DELUGE. As the api is not as complete as javascript.. we need to have tricks.. For myself i have 1rst try to use the combination of Map(); and
Can we specify multiple currencies in Zoho Contracts?
I work with clients from different countries. Is there a way to specify the financial information in different currencies? Currently, it defaults to INR and does not let me select any other currency. Thanks for looking into this. - Vishal Bhardwaj
Activate a contract with a hard copy scanned contract
Sometimes, we receive signed contracts in hard copy, which we then scan and import into Zoho Contracts. Currently, this means we have to delete the original entry and import the scanned contract as a new one. But along with that, Zoho Contracts requires
Can't create contract from CRM
There's a good chance I'm doing something wrong, but I'm unable to create a contract from Zoho CRM. Clicking the Request Contract button works to initiate the process, but the process hangs after I click the Send button, simply showing a green "creating
Next Page