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Managing Counterparty Initiated Contracts

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Managing a counterparty initiated contract in Zoho Contracts covers updating draft documents, editing contract details, tracking revisions, and actions such as copying, downloading or deleting the contract.

Re-uploading a draft document

  1. Open the contract in In Negotiation, Review Pending state.
  2. Click More > Re-upload Document.
  3. Upload the draft contract received from the counterparty and click Upload.

Supported formats are .doc, .docx and .rtf, up to 10MB.

Editing contract information

  1. Open the contract and select the Summary tab in the left panel.
  2. Click Edit.
  3. Update the required fields and click Update.

All fields are editable while the contract is in Draft. Certain fields, including Description, Requester Name, Requester Department, Termination Notice Period, Send Expiration Reminder, Amount Type, Amount and Tax, are always editable. Only the contract owner can edit contract fields.

Attachments

Adding and managing attachments works the same way as for organisation initiated contracts.

Viewing contract revisions

  1. Open the contract and click More > Revisions in the left panel.
  1. All contract versions are listed in the Revisions tab. Select one to view it in the document viewer.

Use Filter By in the Revisions tab to narrow the list, or click More next to a version and choose a format under Download As to download it.

Viewing contract activities and agreement history

Viewing activities and agreement history for a counterparty initiated contract works the same way as for organisation initiated contracts.

Downloading a contract

  1. Open the contract.
  2. Click More > Download Document.
  3. Choose the download format and option, then click Download.

Copying a contract

  1. Open the contract you want to copy.
  2. Click More > Create a Copy.
  3. Review the pre-filled Create a Copy form and modify values as needed.
  4. Optionally copy document field values, comments, collaborators and signer details.
  5. Click Save and Continue.

When copying a signed contract, you are prompted to upload a draft document in the next step, in .doc, .docx or .rtf, up to 10MB.

Deleting a contract

Click More next to the contract and select Delete Contract, or open the contract and use the same option from its More menu. Contracts in Signed or Active state cannot be deleted.

Frequently asked questions

Who can edit contract fields on a counterparty initiated contract?

Only the contract owner can edit contract fields, though some fields such as Description, Requester Name and Amount are always editable regardless of status.

Can I copy a counterparty initiated contract that has already been signed?

Yes, but you will be prompted to upload a draft document for the copy in the next step.

Can a signed contract be deleted?

No, contracts in Signed or Active state cannot be deleted.

Need help?

Need help managing counterparty initiated contracts in Zoho Contracts? Contact support@thoughtlogik.com or see our Zoho implementation services.

Managing Counterparty Initiated Contracts - PreviousNegotiating a Counterparty Initiated ContractNext - Managing Counterparty Initiated ContractsManaging Signature Process of a Counterparty Initiated Contract

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