Name: Zoho Contracts | Deep Dive Webinar
Uploaded: 2021-09-03T06:25:05.000Z
Duration: 22 min 44 s
Description: A 20 minute demo to get an overview of Zoho Contracts.

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signNow is an eSignature solution with mobile apps for iOS and Android. signNow can be integrated into popular platforms and offers SaaS, public cloud, and private cloud deployment options with the same underlying API. This enables customers to leverage the power and usability of the signNow eSignature platform, while meeting their particular security and compliance requirements.

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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

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Zoho Contracts

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

an overview of the status of all contracts and prioritize tasks accordingly with its personalized dashboard.

a single central repository for all contracts across the business with search and filter options.

a repository of standard and custom clauses with pre-approved languages assures quick reusability and supports scalability.

Zoho Contracts's 14 predefined contract templates that can be used to create custom contract templates.

the interface to build contract templates by inserting clauses from the clause library or adding a new clause.

instant contract generation through adding the contract and counterparty information in a form.

the interface to import contracts with draft, signed, or active statuses, to manage their lifecycle. Expired contracts can also be imported.

a native document editor with real-time collaboration capabilities, exhaustive formatting options, and advanced document assembly for contract authoring.

design approval workflows, both sequential and parallel.

where access permissions are created, to provide controlled access to counterparty negotiators. They do not need a Zoho Contracts account to participate in the negotiation.

the drag-and-drop interface, where a signature field and other placeholders can be added to the contract document.

analytics that track key business metrics and trends with reports, which can be used to identify outliers.

where amendment, extension, renewal, and termination letters can be automatically generated based on the letter templates capturing the current changes made and the entire history of the contract.

counterparty contacts' personally identifiable information (PII) anonymization. Zoho Contracts can stop processing counterparty data on request.

activity tracking at the org level, individual contract level, and the user level.

Zoho Corporation is a software development company, privately held and profitable. It offers beautifully smart software to help you grow your business. With over 50 million users worldwide, Zoho's 45+ products aid your sales and marketing, support and collaboration, finance and recruitment needs, with the long term vision to transform the way you work. Our Global HQ is in Chennai, India and the US HQ is in Austin, Texas.

Zoho

Zoho Contracts | The comprehensive contract management software

We're excited to introduce Zoho Contracts—Zoho's take on contract lifecycle management (CLM). Efficiently streamline your contract lifecycle, improve contract governance, and mitigate business risks, all from one comprehensive contract management software. 

Website: https://www.zoho.com/contracts/
Contact Us: support@zohocontracts.com

A 20 minute demo to get an overview of Zoho Contracts.

Zoho Contracts | Deep Dive Webinar

In this webinar, learn how Zoho Contracts can help you:

Streamline your contract lifecycle
Improve contract governance
Mitigate business risks
Promote cross-functional integration

Website: https://www.zoho.com/contracts/
Contact Us: support@zohocontracts.com

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Zoho Contracts

Overview

What is Zoho Contracts?