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

    • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

      Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Zoho Journey - ZOHO MARKETING AUTOMATION

      I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable

    • Zoho Social - Post Footer Templates

      As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

    • How do you list multiple contacts for a lead?

      My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality?

    • Field Not Updating in FSM Script - Service and Parts module.

      Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • The Social Wall: August 2025

      Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

    • Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

      I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical

    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

    • Allow to pick color for project groups in Zoho Projects

      Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering

    • Zoho Books - Quotes to Sales Order Automation

      Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

    • Zoho Books - Hide Convert to Sales Order if it can't be used.

      Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

    • Can't find imported leads

      Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not

    • Custom Button Disappearing in mobile view | Zoho CRM Canvas

      I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

    • The connected workflow is a great idea just needs Projects Integrations

      I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • Updating Subform Record from other Form

      Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

    • Custom report

      Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different

    • Zoho Projects MCP Feedback

      I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

    • Function #10: Update item prices automatically based on the last transaction created

      In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • Office 365 and CRM mail integration: permission required

      Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

    • email template

      How do I create and save an email template

    • Enhancements in Portal User Group creation flow

      Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Zoho CRM button to download images from image upload field

      Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

    • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

      Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

    • How to create a Service Agreement with Quarterly Estimate

      Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include

    • blank page after login

      blank page after logging into my email account Thanks you

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

    • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

      This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

    • RingCentral/Zoho CRM integration

      Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM

    • Free webinar: Security that works: Building resilience for the AI-powered workforce

      Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

    • Next Page