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.

      • 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

        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

        • How to block a WhatsApp user for sending spam

          Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

        • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

          Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

        • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

          Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

        • Automation#20 : Auto-Add Ticket Tags based on Keywords

          Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

        • Automation#21: Track Ticket Transfers Across Departments

          Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

        • Email Integration - Zoho CRM - OAuth and IMAP

          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

        • Homepage not assignable to group

        • MS Teams for daily call operations

          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

        • Automation#22 Track Ticket Duration at Specific Status

          Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

        • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

          Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

        • Address changes in quote form

          When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

        • Automation#24: Auto-Update custom field from Accounts to Tickets

          Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

        • Kaizen #227 : Client Script Support for List Page (Canvas)

          Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use

        • Implement Date-Time-Based Triggers in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

        • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

          Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

        • Automation#27: Retain Ticket Owner on Moved Tickets

          Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages

        • Automation#28 Notify Agents on Article Expiry

          Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to

        • Automation#29 Retain ticket status on moved tickets

          Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving

        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

        • Automation#34 : Automate Email threading for Ticket notification

          Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation

        • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

          Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

        • Automation#36: Auto-create time-entry after performing the Blueprint transition

          Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

        • Automation#33: Automate Splitting Names for Existing Contact Records

          An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom

        • Workqueue

          I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".

        • Webform & spam

          Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are

        • Zoho CRM Web form page URL

          Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all

        • Receiving too many Spam Leads. Why?

          I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory

        • Mail Merge is not working properly as far as the AUTOMATE section is concerned

          Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge

        • Canvas Detail View Related List Sorting

          Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

        • 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

        • Next Page