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Adding and Managing Counterparties

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A counterparty is the other party to a contract, a customer, vendor or partner your organisation negotiates and signs agreements with. Zoho Contracts keeps all your counterparty records in one searchable place.

Adding a counterparty

  1. Go to the Counterparties tab.
  2. Click Add Counterparty at the top right.
  3. Fill in the required fields and click Add.

Editing a counterparty

  1. Open the Counterparties list and click the counterparty you want to edit.
  2. In the details panel, click More, then Edit.
  3. Update the fields and click Update.

You can also edit a counterparty directly from the list page using More > Edit next to it.

Deleting a counterparty

Click More next to the counterparty and choose Delete, either from the list or from its details panel.

Viewing contracts linked to a counterparty

Open the counterparty and click Contracts in the right side panel to see everything associated with it.

Searching for a counterparty

Click the search icon at the top of the Counterparties page and enter a name. Matching results appear below as you type.

Filtering counterparties

Click the Filter icon at the top of the page and apply criteria using the available fields. The list updates automatically to match.

Frequently asked questions

What counts as a counterparty in Zoho Contracts?

Any legal entity your organisation contracts with, such as a customer, vendor or partner.

Can I filter the counterparty list to find a group of records?

Yes, use the Filter icon at the top of the Counterparties page and apply criteria using the available fields, and the list updates automatically.

Need help?

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

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