Zoho Contracts Overview

1. Key Features

Contract Repository

• Centralized, secure storage for all contracts
• Easy organization, search, and retrieval
• Accessible from anywhere, at any time

Contract Templates

• 14 built-in contract types with predefined templates
• Option to create custom templates or upload Word documents
• Flexible template editor for quick drafting

Contract Authoring, Sharing & Collaboration

• Built-in document editor
• Document Assembly for clause management
• Invite collaborators for co-authoring or peer review
• Share contracts internally with permission control

Approval Workflows

• Custom approval workflows by contract type
• Notifications sent to approvers
• Approve or reject with comments
• Maintains compliance and speeds up processing

Negotiation & Redlining

• Start negotiations with counterparties via a secure link
• Counterparties can review, edit, or comment – no Zoho account needed
• Automatic version tracking for transparency

Note: Counterparties don’t need a Zoho Contracts license to negotiate.

eSignature

• Built-in Zoho Sign for legally compliant digital signatures
• Email notifications sent to all signers
• Enables faster, paperless contract execution
  
  Note: Signers from the counterparty do not need a Zoho account.

2. Advanced Capabilities

Obligation Management

• Track and manage contract duties with the Obligations tab
• Assign obligations and set reminders
• View obligation status and reports across contracts

Change Management

• Handle Amendments, Renewals, Extensions, and Terminations
• Use built-in templates with “Whereas” and “Therefore” clauses
• Includes audit trails for compliance

Renewal Reminders

• Set custom reminder schedules before contract expiry
• Receive in-app and email notifications
• Ensures timely action and reduces business risk

3. Analytics & Reporting

• 30+ standard reports
• Insights into contract activities, metrics, obligations, and more
• Filter, export, and print reports for analysis

4.Integration Capabilities

• Connect with other Zoho apps and third-party platforms
• Sync contract data across systems
• Enhance productivity and maintain consistency

5. Data Protection

• GDPR-compliant with strong data privacy controls
• Manage and anonymize counterparty contact data
• Define and protect personal data fields
• Restrict non-admin export access for added security

6. Benefits

• Increased Efficiency: Reduces manual tasks and streamlines workflows
• Time & Cost Savings: Less paperwork, more automation
• Improved Collaboration: Internal and external parties work seamlessly
• Enhanced Security: Encryption, access control, and audit trails
• Informed Decisions: Real-time data for better contract strategy
• Scalability: Grows with your organization and contract volume