Create contracts through a request form in Zoho Forms

Create contracts through a request form in Zoho Forms

Usually, the need for a contract will be raised by other department people, such as your colleagues in Business Development, Sales, Procurement, Department Heads, etc., through email or other forms of communication. Your contract managers or legal associates have to go through the details and manually create the contracts in Zoho Contracts which can be mundane and time-consuming.

However, using our Zoho Flow integration, you can create contracts through a request form in Zoho Forms. When the requester submits an entry in the form, the flow you can find in Zoho Flow's gallery, as mentioned below, will automatically create a new contract in Zoho Contracts with the given details.

Steps to find the flow:
  1. Access your Zoho Flow account by entering flow.zoho.com in your browser's address bar.
  2. Create an organization in Zoho Flow if you don't have an account in Zoho Flow.
  3. Click Explore Gallery at the top.
  4. Search "Zoho Contracts" in the app search field.
  5. Click Zoho Contracts from the search result.
  6. Click More Details when you mouse over on the "Create a new contract in Zoho Contracts..." flow displayed on the right-side.
If you would like to enable this integration, please reach us at support@zohocontracts.com. We will help you in setting up the form in your Zoho Forms account and configure the flow.

Cheers,
Jayakrishnan
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.

      • 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