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
Contracts DO NOT auto number when generated from Deals
It seems beyond crazy that one of the key features of Contracts, i.e. that you have a dynamic library of clauses that will be auto numbered when used to create a contract, doesn't actually work if you create that contract by requesting a contract from
Associate Contracts with Contacts or companies
It would be great if active and signed contracts could be associated to contacts or companies in CRM. The idea ist that is works as easily as one associates emails to records via the Zoho CRM Outlook Plugin. Would that be possible?
11 Common API Errors and How to Prevent Them
Zoho Contracts offers an extensive set of APIs using which you can integrate with your applications and build custom solutions. However, while using them and executing your code, you might face some errors. The reason might be due to any of the following
Create CounterParty Zoho Contract Sample Code
Hello Sample Code Create a CounterParty userlist = List(); usermap = Map(); usermap.put("displayName", "Piyush Goyal"); usermap.put("emailId", "piyushgoyal@yopmail.com"); usermap.put("jobTitle","test"); usermap.put("phoneNumber","8955484428"); userlist.add(usermap);
Zoho Contracts
When building Clauses in Zoho Contracts, how do I add a hyperlink?
Organization Parameter in API Calls
Zoho Contracts now supports the multi-org feature where users can be part of multiple organizations. You can now manage contracts across multiple organizations with separate Zoho Contracts accounts for each organization. Users who are part of multiple
Option Fill-in Fields not working?
I have a contract that has a number of optional text fields, but when I got to complete the draft I get an error saying the fields need to be completed. These are fields that I want the client to complete, not me. How do I achieve that?
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
Zoho Contracts now supports contract request for Accounts and Vendors in our CRM integration by default. Please refer to this topic for more details. Also, the below solution is not required anymore. One of the most sought feature requests in our Zoho
How do we organize contracts into folders?
Zoho, we are planning to use Zoho Contracts in the near future. However, given we have different contracts with very different scopes, we wanted to organize them into folders. I do not see an option to create a folder. Am I missing something here?
Get Active Users, Collaborator, and Counterparty Type APIs
Following are the new set of APIs that we have added to our API collection: Get Active Users. To get the list of active users in the organization. Add and Manage Collaborators. To get, add, and manage the collaborators in a contract. Add and Manage Counterparty
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
Create an account in Zoho CRM when a counterparty is added
If you have the need to create an account in Zoho CRM automatically when a counterparty of the type "Customer" is added in Zoho Contracts, you can use the sample flow mentioned below. The Account Type set will be Customer, and the counterparty details
Create a project in Zoho Projects when a contract becomes active
Using our Zoho Flow integration, you can now perform actions in other applications when a contract becomes active. One such example is to create a project automatically when a contract becomes active. The sample flow in Zoho Flow's gallery is supported
Using custom CRM fields
I have created a series of fields in the Deals module that need to be linked to fields in a contract I have customized. I can only see how to map standard fields, not the custom ones. How do I do this?
Contract termination API
Hi there, is there an API to terminate the contract? I didn't find any at the documentation API REgards Ary
Template formatting when using docx files.
In a recent update, there has been changes to when you upload a word document to be used as a contract template. Font size for example changes when you upload the docx file, before it did not do that. This was an unnecessary change, for those wanting
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
Zoho Contract Update Error
Hello Team I am trying to update a contract Using Zoho Contract Update API, But I am getting an error if anyone has any idea, Please share. I am sharing the sample code and Error Sample Zoho Contract Update Code //........Contract Get Data ContractData
Is it possible set up multiple organisations in Zoho Contracts?
Hi all! I am currently trialing and assessing Zoho Contracts for our organisation. However, I am hoping to find a way to add multiple organisations within the one Zoho Contract account. Our business has two different divisions and we have just recently
Uploading world template
Hi there, I'm trying to create my customize template by uploading a word template. and i have added #DYNAMIC FIELD# to be dynamically change by the admin. However when I uploaded the template as a contract type the dynamic fields is not found, I mean
Unable to send the contract for signature due to an unknown error.
A while ago i was sending a document for signature and for some reason i was unable to send it via Zoho Contracts, i didnt pay much attention to it at the time and instead sent it via Zoho Sign. But apparently this error has become recurrent, and now
Contract Fields not showing in CRM Module for Mapping
I've created a new contract in Contracts which has entries for #PARTY A#, #PARTY A Address#, etc. But when I go into the settings of the Contracts Extension in CRM and try to map those fields they aren't showing for my new contract. If I look at one of
Organising contracts by status and renaming Termination Letter
Besides departments, are there ways to organise active and "terminated" contracts. We would like to keep a log of all the Letter of Engagements we are currently working on and have completed. Secondly, can we rename the Termination Letter or send a different
How do I meet an expert?
I clicked on the book expert assistance button. I got an email confirming my meeting. However there is no link to the invite? How do I join this?
Contracts Integration with CRM is Half-Baked
It could be only me (I doubt it) but the more I use more apps on Zoho, the more tasks I am discovering I cannot do and this is really frustrating. The amount of time that I spent already with tech support is insane and I don't get paid for that, let
Retrieve and Give Contracts Variables field infos : Need To create and prepopulate field as the crm link modules do.
Right know we used the CRM link integration with contracts, but There is a lot of limitations in the intégration design and some buggy things. It would be greate if we can achieve this with the API. Currently we can : Create a counterPart and its contact,
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
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