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
Cant succed to create a contract from the api ! [Closed]
Hi by following the api guide online here : I try to create a contrat on fly for my commercial to have a base of work, but i have an empty contrat arry for response with no more information can you help me find what im doing wrong ? For this test i have
Contract End Date
We want our contracts to be effective upon execution but end on a specific date. How do I set this up in Zoho Contracts? It seems my only options are a number of months/years or on an event, condition or fulfillment of services. I can not find any sort
Fields
I have a contract that will need some fields that will change from contract to contact. These would be things like the dispute venue county and state, or a percentage for commission. Right now, I think that I just have to go and hunt through the document
Migrating Sign documents to Contracts
Hi, We have some signed document in Zoho signed. We want to move from Sign to Contracts. Asan admin or super admin, Is there a way to move document hosted in Sign and signed in Sign to Contracts, so we can manage the contracts lifecycle ? If there is
Several questions about System Fields intended purpose and how to configure
1. When setting up a new Contract Type one of the first options is to select Party A and Party B. If I select My Organization for Party A, then Party B is immediately and automatically changed to Counterparty and vice versa. Based on this behavior is
AUTO sign contract by creator before sending to client
We need the ability to AUTO sign and date the contract by creator before sending to client. Currently, the integration with Zoho Sign allows for MANUAL signature and date.
Clause Types failing
I'm trying to take my currently PDF contract and turn it into a Zoho Contracts type. I'm in the process where I have to add the clauses. Whenever I add the first one it goes fine. When I go to add the second clause I get a message; either it was able
Zoho Contracts API Documentation
Greetings! The API documentation of Zoho Contracts is now available. Please access it from the below link. https://www.zoho.com/contracts/api/introduction.html You can post your queries and problems relating to Zoho Contracts API in this developer forum.
What's new in the Contracts - CRM Extension v8 ?
I see there's an upgrade on the Contracts Integration Extension for CRM. Any idea of what's in the new 8.0? Thanks
Zoho Contracts
Is there the option to choose more than 1 clause at a time? At the moment there is a default clause and you can only have one selected at a time.
Zoho Contracts Compliance with Srilanka
Is there any article which covers details that Zoho Contract as a Product is compliant with laws and regulations in Srilanka?
How do I share tracked changes and comments with the other party?
The application currently forces me to accept/resolve all changes before sending for negotiation. I generally expect 3 - 5 rounds of back-and-forth, where all parties want to see what the other party changed. It's also useful to provide "comments" so
Contracts Not A Link in CRM
When using the 'Request Contract' button in CRM, once a contract is generated an entry appears in the 'Contracts' section of a Deal. But, these contract entries are not selectable meaning you can't click on them to open the contract within the Contracts
Edit the Request Contract form?
I have Contract integration enabled with CRM and so have the 'Request Contract' button enabled in Deals. Is it possible to edit the Request Contract Form that pops up when you select the 'Request Contract' button? Also, are the fields within the Request
Contract Attachment not updated in CRM
When using the 'Request Contract' button in CRM, the initial version of the contract is added as an attachment to a deal. When the Contract get updated, such as signed, the version of the attachment doesn't get updated which leaves you with an out dated
Save Signatory Fields in Contract Template in Contracts
When sending a Contract for Signature into Zoho Sign, you have to manually add the Signature fields every time into the Contract SIgnature block. Is it possible to save these fields within the Contract Template to save this manual step?
Contracts Feedback wont let me post
Hey I am trying to ask for help in Contracts Feedback But it won't let me send anything all I get is an unknown error
Zoho contracts for Zoho One
Greetings, I hope find all good and safe! I have already open a Zoho Contracts account. How can I add this account inside my Zoho One? Thanks in advance.