+ Contractzy

Why Integrate Zoho with Contractzy?

• Seamless Contract Generation – Auto-fill contracts using Zoho CRM, Books, or People data
• Error-Free Contract Drafting – Use pre-approved templates with dynamic Zoho field mapping
• Faster Deal Closures – Generate contracts instantly from Deals, Accounts, or Contacts in Zoho
• Effortless Contract Management – Store, track, and retrieve contract details within Zoho

Key Features of the Contractzy + Zoho Integration

1. One-Click Contract Generation from Zoho Records

• Instantly create contracts using Zoho CRM, Books, or People data—no manual entry
• Auto-fill key contract details like customer info, pricing, and terms from Zoho fields
• Maintain consistency with pre-approved Contractzy templates

2. Integrated Proposal & Agreement Management

• Auto-generate sales proposals and agreements from Zoho Deals or Account records
• Store contract details directly in Zoho for easy tracking and retrieval
• Ensure standardized, error-free contracts with automated data mapping

3. Custom Buttons for Every Zoho Object

• Place custom contract generation buttons on any Zoho object for easy access
• Set conditions to trigger contract creation based on deal stage or customer type
• Unlock relevant contracts automatically when conditions are met—no manual intervention

4. Centralized Contract Tracking & Visibility

• Keep contract records linked to relevant Zoho modules for easy access
• Track contract statuses, approvals, and milestones directly from Zoho
• Ensure compliance with a complete audit trail of contract actions

5. Secure, Scalable, and Enterprise-Ready

• Ensure data security with Zoho’s encryption and Contractzy’s access controls
• Enable team collaboration with shared contract visibility in Zoho
• Scale effortlessly with Zoho’s cloud-based infrastructure