- Accelerate sales cycles
- Minimize revenue leakage
- Improve buyer experience
- CRM integration
Contracts can slow down your sales, no more!
Draft contracts efficiently
Templates in Zoho Contracts help sales reps create and send out standard contracts, minimizing dependency on the legal team. Simplify the contract authoring process with custom branding for contract documents, rich formatting options, real-time collaboration capabilities, and advanced document assembly.
Automate approval processes
You no longer need to send individual approval requests each time you draft a contract. Set up an automated approval workflow for each contract type. The system will automatically notify the necessary individuals, saving time and ensuring a smooth process.
Locate contracts with advanced search features
Zoho Contracts features a central repository that stores all your business contracts in a single location. With advanced filtering and search options, sales reps can quickly access critical contract information whenever needed.
Easily manage execution and post-execution processes
Execute contracts in minutes with our built-in eSignature software. You can even configure a signing order for the signatories. Our smart letter templates for post-execution processes, such as amendments and renewals, almost entirely eliminate the need for human intervention. The amendment and renewal letters are auto-generated and capture the history of the contract along with proposed changes. Contract letters are also available for extensions and termination.
Plug contracting gaps to maximize value realized
Never miss contract renewals
Automate your contract renewal process. Our in-app and email alerts ensure that you never miss renewal and revenue opportunities. Auto-generated renewal letters eliminate document drafting efforts for you and your sales team.
Manage obligations effectively
Your ability to effectively manage and fulfill your contractual obligations will determine the likelihood of renewals. Zoho Contracts features a comprehensive obligation module that helps you extract obligations at an individual contract level, assign task and non-task obligations to stakeholders, and track progress. Effective obligation management prevents revenue leakage and mitigates business risks.
Forecast revenue better
Every dollar that enters your business is governed by a contract. Zoho Contracts uses the contract value from upcoming agreements to help sales teams make accurate projections. Activity and performance reports give you insights to help refine your sales contract cycle process.
Delight buyers with a smooth contracting experience
Seamless negotiation
Ensure a smooth negotiation process with counterparties. Counterparties do not need a Zoho account to participate in the negotiation. They will be given controlled access to the contract document to collaborate in real time, and suggest changes or add comments. When there are multiple rounds of negotiation, they can view negotiation history and compare changes between versions.
Eliminate information silos between Sales and Legal
Zoho Contracts seamlessly integrates with Zoho CRM. With this integration, you can:
- Quickly issue a contract request with the click of a button from your CRM system
- Efficiently author contracts. Account information in CRM will be automatically mapped as counterparty information in your contracts.
- View the contract document as an attachment in CRM.
- Track the progress of contracts from within CRM.
- Request negotiation, signatures, or amendments from within CRM.
We also offer an API to enable data flow from your existing technology stack to Zoho Contracts and vice versa.