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.
Announcements
Understanding Zoho Contracts
Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
Introducing New APIs in Zoho Contracts
We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete
Introducing Import Contract API
We are excited to introduce the Import Contract API in Zoho Contracts. Here's a brief overview: Import Contract API The Import Contract API allows you to import contracts directly into Zoho Contracts in any of the following states: Draft Signed Active
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:
Introducing New APIs and Updates
We are excited to introduce the new APIs and enhancements to our existing ones in Zoho Contracts. Here’s a brief overview: 1. Transfer Contract Ownership You can now transfer the ownership of a list of contracts to another user. Sample Usecase: When creating
Sticky Posts
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:
11 Common API Errors and How to Prevent Them
Zoho Contracts offers an extensive set of APIs using which you can integrate with your applications and build custom solutions. However, while using them and executing your code, you might face some errors. The reason might be due to any of the following
Organization Parameter in API Calls
Zoho Contracts now supports the multi-org feature where users can be part of multiple organizations. You can now manage contracts across multiple organizations with separate Zoho Contracts accounts for each organization. Users who are part of multiple
Adding signature fields in your contract template
When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.
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