The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users can draft contracts using the templates available and reconcile any terms that may need to be changed based on their business process. Any data from Zoho CRM fields can also be auto-populated to the contracts.
Key Features:
Use information straight from Zoho CRM to auto-populate contract documents
Pick a contract from the list of predefined templates, matching your needs
Draft the whole document in minutes without ever leaving Zoho CRM
Better user experience by speeding up cycle times and lowering risk
We presently use Zoho Sign for our Contracts and we rcvd a link explaining Zoho Sign vs Zoho Contracts which made us realize that Zoho Sign is more convenient for us. aside from the internal reporting we can do in Contracts, Zoho Sign is better for us
I understand that you don't have a contract life-cycle management need and our integration with Zoho CRM. Please feel free to contract us at support@zohocontracts.com if you would like to create and manage your organization's contracts within Zoho Contracts.
Primarily 3 starts due to the lack of integration with either the Accounts or Contacts Module. Would be nice if Contracts can get created form these Modules as well, as not every Contract has a deal per-se. Otehr than that. does what is says on the tin.
Requesting contracts from Accounts, Vendors, Contacts, and custom modules is part of our roadmap. We will keep you updated through our website once these enhancements are rolled out. We truly appreciate your patience until then.
Also, feel free to try our custom solution to request a contract from Accounts and Vendors module. Please refer to the link that I have shared below and follow the mentioned steps.
I installed the CRM extension and opened a contract from an opportunity, but it is not available because the following message is displayed.
Could not apply for contract.
Authentication for integration with Zoho Cotracts has not been completed. Therefore, I cannot apply for a contract.
Also, when reviewing overseas, the following message was displayed and the message could not be sent.
Certain characters are not allowed in content. The following characters are supported: (allowed characters)
Even if I paste the allowed characters in this message, the message will not be displayed. It seems that there are permitted kana characters for the characters listed in the string on the right.
The attitude of valuing reviews is wonderful, but this response not only lowers customer satisfaction, but also makes you feel like you were refused to use it. It is very unfortunate.
(This message is translated into English by Google Translate.)
Thank you for your honest feedback. This really helps us serve you better.
Once our extension has been installed in Zoho CRM, the Authorization has to be done by the account owner of Zoho Contracts to complete the integration flow.
Please reach out to us at support@zohocontracts.com and we'll certainly assist you over a screen sharing session and help you with the setup.
It is less than average, my developer does not know how it works or how its permissions work. The user interface does not give you any clues are what those permissions might be and how they work with other parts of the zoho ecosystems.
This is/was the cause of so much time lost. A normal person cannot intuit, that the account admin cannot make these changes or would experience these errors. You should consider changing that.
I am batteling to get the contract integrated with CRM, as I do not find the a plug in for contracts integration with crm, can you assist in letting me know what plug in I can use on the app store please.
To enable the integration between Zoho Contracts and Zoho CRM, the Zoho CRM should have a professional subscription or above and for Zoho Contracts it should be a Professional edition.
Please reach out to us on support@zohocontracts.com and we'll certainly assist you on this with high priority.
Almost there. The concept is great and made me very excited when it was launched. Creating a new contract work rather well. Using it as standalone product works well, but using it as an addition to CRM is still very limited and cumbersome. Currently you cannot link existing (old uploaded) contracts to CRM accounts / contacts, and there is a single contract creation point in CRM - sounds good enough, but isn't. In my business case, I need to create at lead level, and sometimes directly at account level, and contact level.
Features like linking pre-existing contracts to Zoho CRM and requesting contracts from multiple modules is on our roadmap and We will keep you updated once there is any development towards this feature.
Until then we appreciate your patience.
For any further assistance please do reach out to support@zohocontracts.com.
Thank you for your honest feedback. This really helps us serve you better.
We are working on improvising our integration with Zoho CRM for a robust experience and there are numerous enhancements planned down the line that should definitely give you a wholesome experience and seamless contract management within Zoho CRM.
Please do feel free to reach us at support@zohocontracts.com with the areas you require help and I will be happy to support you.
I think this could be a good tool; however, it is not what we are seeking. We are a lending company and need to enter a form then have a mail merge to create loan documents. Zoho recommended this app to our tech team and it appears to be a big mistake. I am glad it comes at no extra cost otherwise I would need to have it refunded.
Zoho Contracts is an end to end Contract Life-cycle Management Software that allows you to create and manage contracts under a single repository.
Zoho Contracts gives you a wide scope of configuring your contract templates from scratch or import your existing templates and reuse them, Create Contract documents using your custom created templates, Collaborate with internal users, associate internal Approval workflows, send contracts to your counterparties for Negotiation and Signing process and also manage post execution activities such as Amendments, Renewals, Extensions and Terminations.
I guess your requirement isn’t related to CLM needs. However, please do feel free to reach us at support@zohocontracts.com sharing your requirements and we would love to hear from your and assist you accordingly.
Thank you for your honest feedback. We request you to share the areas that you had difficulties in setting up this integration.
Please let us know how may we assist you and feel free to reach out to us at support@zohocontracts.com with your queries and we'd love to support you accordingly.
Have an amazing day!
Sincerely, Sathya Customer Support Zoho Contracts Team
Hola, nosotros quisimos integrarlo con nuestro Zoho CRM pero cuando lo intentamos con el Zoho Contract el sistema nos pidio pagar esta integracion. Por lo que, el sistema no es gratis como ahi aparece.
The pricing of this integration is indeed free as no costs will be incurred to download the extension. However, you need to have a Professional plan for the Zoho Contracts service to enable this integration.
La integracion es muy limitante, esta disponible para ciertos modulos dedicados a ventas pero no para los modulos personalizados, donde el fin es que con un click se envie un contrato tomando la informacion de contacto pero la integracion no lo permite
We certainly will look into your suggestion and see if we can incorporate the feature in our upcoming enhancements after contemplating the workability. Please await further updates.
The Zoho Contracts for Zoho CRM extension lets you request contracts for Deals from within Zoho CRM. Please refer to the link below for the help document which will walk you through the extension.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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Hello,
I would recommend you to try Zoho Contracts for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Thank you for your valuable feedback.
I understand that you don't have a contract life-cycle management need and our integration with Zoho CRM. Please feel free to contract us at support@zohocontracts.com if you would like to create and manage your organization's contracts within Zoho Contracts.
Have an amazing day!
Best,
SK
Zoho Contracts Team