Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

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:

Zoho CRM Integration 2.0 

Our enhanced Zoho CRM integration now provides more agility and control when requesting contracts. Along with powerful new features, we have also revamped the user interface to provide a more intuitive and seamless experience. Key improvements include:

1. Module Selection

Previously, you could only request contracts from the Deals module in Zoho CRM. With this update, you can now enable additional Zoho CRM modules for contract requests and specify the applicable contract types for each module.

For example, your sales team can request MSA agreements from the Deals module before closing a deal, while your account management team can request renewal contracts from the Accounts module for existing customers. Similarly, your procurement team can initiate purchase agreements from the Vendors module.


2. Counterparty Selection

You can now set up counterparties more precisely. For Accounts and Vendor modules, you can select counterparties directly. For other modules, you can either select counterparties directly or use the Condition-Based option to apply specific rules and conditions.

Consider this: If your company serves both B2B and B2C customers, you can use counterparty selection to assign contracts based on customer type using a condition-based approach. For business customers, you can select the Account Name field in the Deals module as the counterparty. For individual consumers, you can select the Contact Name field in the Deals module as the counterparty. 



3. Field Mapping

Field mapping in Zoho Contracts allows you to auto-populate counterparty, counterparty contact, and module-wise fields from Zoho CRM to counterparty, contract, and contract documents. You can map counterparty fields from the relevant Zoho CRM module, and if counterparties are selected based on conditions, the document fields mapping will also follow the same conditions. Additionally, you can now map the contract type template fields in Zoho Contracts to corresponding Zoho CRM module fields, automatically populating values in contract documents during contract requests for each module.

Take this scenario: When you request a contract from the Accounts module, counterparty contact fields such as Contact Name and Contact Email Address are mapped to Zoho Contracts. If your company serves both B2B and B2C customers and uses the Condition-Based option for counterparties selection, you can map fields based on the selected conditions.


For more information, refer to our CRM help documentation.

Alongside these CRM enhancements, we have also introduced new regional settings to personalize your contract management experience.

Regional Settings

You can now set your contract documents' locale, language, and formatting based on your regional preferences. This ensures consistency across global teams and enhances document clarity. Here’s what’s new:

1. Document Regional Settings

Previously, the fields of a contract document, such as date and time, number, and currency formats were determined by the country set in the organization's settings. Now, admins and account owners can manually configure these settings at the organization level. 

 For instance, if your company operates in multiple countries, the Admins and Account Owners can standardize the date and time, number(set based on the selected Locale), and currency formats across the organization. This ensures consistency in all contract documents, enhances clarity, and prevents misinterpretations.



For more information, refer to Updating Regional Settings in Contract Documents. 

2. Time Zone Clauses

We have introduced predefined Time Zone and Time Zone/Time Period clauses to help you avoid confusion in international agreements. Now, you can specify a standard time zone in your contracts, ensuring clarity on deadlines and milestones. 

To illustrate, a contract between a US-based supplier and a client in China can include a Time Zone clause to specify that all deadlines follow a specific time zone, eliminating misunderstandings. 



3. User Preferences

Earlier, you had no option to customize regional details for the application interface. Now, your organization users can choose their country, language, time zone, date and time formats, and number formats to match their preferences.

For example, if you are managing finances in Germany, you can set numbers to the 1.234,56 format and use DD.MM.YYYY for dates. Meanwhile, your legal team in the US can choose MM/DD/YYYY for dates and set the language to English (US).


For more information, refer to the Regional Settings. 

With regional settings now offering greater customization, we are also introducing six powerful reports to help you track contracts more effectively. 

6 New Reports 

These new reports provide better insights into contract status, renewals, amendments, and more, allowing you to manage your contract lifecycle with ease. Let’s take a look at them:
  1. Active Contracts – Monitor contracts that are currently in effect.
  2. Renewed Contracts – View contracts that have been renewed.
  3. Extended Contracts – View contracts that have been extended.
  4. Amended Contracts – View contracts that have been amended.
  5. Expired Contracts – Identify contracts that have expired.
  6. Terminated Contracts – Stay informed about prematurely ended contracts.


For more information, refer to Reports Overview.

With these enhancements, Zoho Contracts makes contract management more flexible and efficient. Whether you are leveraging CRM 2.0 for smoother contract requests, customizing regional settings for better localization, or using new reports for better visibility, these updates are designed to streamline your workflow. Try them out today, and if you have any questions, our support team is here to assist you at support@zohocontracts.com.

Best regards,
Ragav
Zoho Contracts Team

    • Recent Topics

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

    • How to create a drop down menu in Zoho Sheets

      I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.

    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

    • Create Lead Button in Zoho CRM Dashboard

      Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

    • open word file in zoho writer desktop version

      "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • Zoho Slowness - Workarounds

      Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with

    • Custom Bulk Select Button

      Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

    • Zoho CRM still doesn't let you manage timezones (yearly reminder)

      This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

    • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

    • Rich text Merge field - Not using font specified in HTML

      I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

    • Trying to export a report to Excel via a deluge script

      I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

    • Zoho Reports Duplicating Entries

      I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

    • Need help to create a attach file api

      https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • Outdated state in mexico

      Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

    • Creating an invoice to be paid in two installments?

      Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

    • Next Page