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

    • Enhance Appointment Buffers in Zoho Bookings

      There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

    • Functionality based URL to find records due today or in the next week

      I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Event Time Zone in meeting invites are confusing users

      When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

    • Forwarding without verification

      Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

    • Filter by user in Pivot Chart

      I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Internal mails on our company domain (managed by Zoho) do not get delivered

      Hi last week Thursday and Friday a colleague had sent me two emails which did not show up at all in my inbox, spam or anywhere else. What this a problem with Zoho mail in general or did this affect just us? From the forum is reads like many problems had

    • #2 The Tax Talk Nobody Wants to Have

      "We are also able to manage our GST invoices without worrying about compliance issues. With Zoho Invoice, we are happy, our tax consultant is happy, and so are our customers," rejoices Shivprateek Habib, Partner, Flutterboots Services LLP. That's usually

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Workflows fail silently in Zoho CRM and there is no native way to know

      Workflow automation is honestly one of the biggest reasons my clients choose Zoho. But there is one problem I keep running into across almost every implementation. When a workflow fails, nobody finds out. Email alerts hit daily limits and just stop. Custom

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Is there a way to update bounce domain after verification process has started

      Hi Zeptomail Team, I've created a domain and we did not update the bounce domain to our custom record... the validation has already started and I am now unable to update the bounce domain. Is there any way to get this updated on the backend without deleting

    • Pre-orders at Zoho Commerce

      We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

    • How to Customize the Member Portal Login Page?

      Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors

    • Picklist values out-of-date in Campaigns

      Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for

    • Refering cell from other sheet

      Hi, If we want to refer any cell in the same sheet its very easy, like suppose if I want to refer cell A2  in P7 I just need to type =A2 in P7, similarly how can I refer a cell present in different sheet ( I mean refer cell A2 from Sheet1 into Sheet2) Thanks

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Global/Overall Reports & Dashboards in Zoho Sprints

      Hi, Do we have an option to refer Global Level Reports & Dashboards in Zoho Sprints? We could see that we have Project specific Reports & Dashboards inside every Project. However, for a management level we want Reports & Dashboards visibility at a Global

    • Important Update: New Fields Addition in Zoho Sprints Integration

      We'd like to inform you of an upcoming update to the 'Timesheets' module in the Zoho Sprints integration from June 3, 2026. To enhance time tracking and reporting accuracy for the Zoho Sprints integration, three new fields - Log Type, Meeting ID, Release

    • Custom Buttons & Links Now Supported in Portals

      We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiter

    • Packaged Weight And Dimensions

      Hello, we have item weight and dimensions, please add packaged weight and dimensions. Thank you

    • Nome do Agente não aparece nas conversas do whatsapp para o nosso cliente

      Nome do Agente não aparece nas conversas do whatsapp para o nosso cliente! Isso é ruim pois so,os em 5 agentes e o cliente fica sem saber com quem ele está falando, pois tentei procurar configurações que pudessem ter esta opção, mas até então não encontrei.

    • Marketing Plus : quatre ans à réinventer la simplicité des opérations marketing

      Pourquoi et comment ? Il y a exactement quatre ans, nous avons démarré simplement, avec une seule vision: unifier et simplifier les opérations marketing pour les équipes marketing de tous les secteurs. Chez Zoho, nous proposons des outils dédiés à chaque

    • hide resolution from help centre

      to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

    • Zoho Desk - Event Calendar View

      Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

    • Pasting Images in Zoho Desk ignores cursor location

      My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

    • Enrich your contact and company details automatically using the Data Enrichment topping

      Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

    • Financial manger

      why is transaction locking for zoho I Can't closing period

    • API usage

      My application has bad implementation and code that is resulting in very high API usage. This is my first time experiencing something like this. Does anyone know how I can troubleshoot and fix this?

    • Disabled page

      Hello, When I try to to run Inventory Valuation Summary and FIFO Cost Lot Tracking reports, I get This page is disabled error. I tried everything in settings, cant find the settings to enable. Help me.

    • Setting defaults for "Find and Merge Duplicate for..."

      To remove some of the extreme tedium from Zoho's poorly implemented merge function, I would like to set defaults.  Currently I am defaulted to match "ANY" when I would never do that, so I always have to click "ALL". Then it makes me click on several totally irrelevant drop boxes to turn off phone, mobile and other useless match criteria. Is there a way I can set: Match to default as "ALL" Firstname to default to "IS" Lastname to default to "IS" every other match field default to "-NONE-" This will

    • Linux agent 2026_M05 release notes

      Agent Version: 3.6.5.3 Release date: 28 April, 2026 Major Enhancement: Quick Support feature release. Security improvements and enhancement to in session features.

    • Automated Sales Order Fulfillment Based on Inventory Availability (Allocation / Commitment Modes)

      Hi everyone, I recently reached out to Zoho Inventory support regarding a workflow challenge and wanted to share both the issue and their response here for visibility. Zoho confirmed: “Zoho Inventory does not currently support automatic notifications

    • Linux agent 2026_M04 release notes

      Agent Version: 3.6.5.2 Release date: 30 April, 2026 Code refactoring and improvements to function efficiently in minimal hardware environments.

    • Simple Totals on all pages?

      Hi there. I'm surprised this isn't implemented yet (since most other software has this by default). Can you display a simple total at the bottom of all invoice lists? ie: I click in SALES tab, select INVOICES and on that page please show us a simple total? Yes, I realize I can go the long way around and generate reports and select my date options and select the type of invoices etc...but honestly that shouldn't be necessary when just viewing a list of unpaid invoices and how much total is outstanding.

    • Linux agent 2026_M03 release notes

      Agent Version: 3.6.5.1 Release date: 27 February, 2026 Bug fixes and performance improvements for optimised session experience.

    • Linux agent 2026_M02 release notes

      Agent Version: 3.6.5.0 Release date: 26 February, 2026 Major enhancement: File Manager feature release Issue fixing of idle session timing interfering with backend activities.

    • Linux agent 2026_M01 release notes

      Agent Version: 3.6.4.8 Release date: 13 February, 2026 Optimised the unattended agent uninstallation process to properly cleanup residual files and complete uninstallation process. Fixed issues with CTRL+ALT+DEL command not functioning properly in some

    • Next Page