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

    • How to Set Up a Custom Domain and Customize Homepage

      Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the

    • Announcing new features in Trident for Mac (1.26.0)

      Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.

    • Default Value on a Number

      Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan

    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

    • Tip#45: Custom Tags and Cluster Tags

      Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

    • Narrative 11: Are your customers happy?

      Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho

    • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

      When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type

    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

    • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

      Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference

    • How to Delete/hide Google adwords section from Layout?

      Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.

    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Way to update CRM records in quik view

      I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet

    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset

    • Form / CRM Integration Not entering into workflow

      I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead source

    • 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

    • Don't understand why Forms Mobile Scan and Fill not working

      I have configure enabled mobile scan and fill, I have enabled QR and Bar code on two fields name and position, I have mapped seq 1 to Name and seq 2 to position, I have created a 2d QR code with the person names and position, seperated by a comma. When

    • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

      Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders

    • Template usage

      Hi, We are using some templates as a response to customer questions. Is it possible to analyze the usage of these templates? We want to know if the use of our templates has increased over time

    • Ticket Status Colors

      Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right

    • Sync Lookup Fields from Zoho CRM

      HI Team, I have synced a lookup field from my CRM data to Campaigns. When I view the synced data the field appears to display a Zoho CRM record ID rather than the text value. Is it possible to get the sync to import the text value rather than the CRM

    • New From Address cannot verify

      I have created a new From Address, which is the support@ address for my domain, that forwards to the default support mailbox. Presumably then, the verification email that is sent, should turn up as a ticket, but it does not. How can I verify my from address so that I can use my own domain?

    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

    • issue with image thumbnails not showing in Image Selector

      We have been using Zoho Campaigns for over a year, maybe close to two years, and this issue just started happening in the last month. I wanted to wait to see if it would resolve on it's own, and it doesn't seem to be. The thumbnail images for all new

    • Deluge Script for adding tag

      Trying to create a custom function where a tag is added to a record - but for the life of me, I cannot figure out how. Help please! Moderation Update: Adding the help doc and sample to add Tags to records via deluge here for everyone's benefit. tag1 =

    • Unlock your Zoho Vault with OneAuth, Windows Hello, TouchID, YubiKey, and many more!

      Hello everyone, We are thrilled to introduce one of the most highly requested features – the ability to unlock your Zoho Vault using various authenticators. The primary purpose of a password manager is to remember just one master password and securely

    • Creator roadmap for the rest of 2022

      Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements

    • How can I get base64 string from filecontent in widget

      Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile

    • Add Setting Values to the Rules

      Hi, It would be great to use the rules to set values in fields for submission, such as if a Type is X then set the Field Y to 10. Thanks Dan

    • So we ran with it for the week

      In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.

    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

    • What's New - September 2025 | Zoho Backstage

      September has been a different month for Zoho Backstage. Instead of rolling out a long list of new features, we focused on something just as important: Performance, reliability, and stability The event season is in full swing, and organizers are running

    • Prevent stripping of custom CSS when creating an email template?

      Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

    • Stock Quotes/Spreadsheet

      It would be nice if we could download security and mutual fund prices from Yahoo Finance (or?) in order to maintain an up to date investment portfolio on Zoho. Any chance?

    • link to any Belgian bookkeeping software?

      Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you

    • marketing automation

      wants to know about the zoho marketing automation

    • Next Page