How to Create and Authoring a Contract?

A contract is a legally enforceable agreement setting out the rights and obligations of everyone involved, such as payments, delivery of goods or provision of services. Zoho Contracts simplifies creating, drafting and managing these agreements while keeping the process compliant and efficient.

How to create a new contract

1. Go to the Contracts tab in the top menu.
2. Click New Contract in the top right corner.
3. Choose a contract type from the selection window.
4. Complete the New Contract form and click Save and Continue.

Once saved, the Contract Details page opens, where you can start authoring the document.

Key notes

• If the Contract Effective Date is set to On Execution, a Specific End Date is not available.
• Financial details only apply to contracts intended for buying or selling.
• For renewable contracts, choose Manual Renewal (renew before expiry, with optional reminders) or Evergreen Renewal (renews automatically, with an optional non-renewal notice period).
• Contract timelines, including effective date, expiry and obligations, follow the selected time zone, which can be changed while the contract is in Draft.

How to author a contract document

The document editor automatically loads a template based on the chosen contract type, term and renewal details.

1. Review the clauses in the document and add, remove or replace them via the Clauses tab under More.
2. Insert additional clauses by typing directly into the document if needed.