Zoho Contracts Automation Setup

Заказчик: AI | Опубликовано: 25.09.2025
Бюджет: 25 $

I have chosen Zoho Contracts to manage all of our sales agreements and now need help turning the platform on, moving our historic data in, and wiring up the automations that will keep everything running smoothly. Here is what I need done: • Configure Zoho Contracts from scratch and load my existing sales-contract templates, clauses, and counterparty details. • Migrate legacy contract data and related metadata into Zoho so everything sits in one searchable place. • Build an automated approval flow that routes each new contract to the right internal stakeholder, captures e-signatures, and logs the status in real time. • Trigger client follow-up reminders after signature, as well as periodic renewal alerts. • Generate routine and ad-hoc reports that summarise contract value, expiry dates, and compliance checkpoints. • Allow new contracts to be uploaded directly from a Zoho Form, automatically populating key fields and kicking off the approval sequence. I already have Zoho One active, so you can rely on native tools such as Zoho Flow, Zoho CRM, and Deluge where appropriate. Final hand-off should include a brief knowledge-transfer session and a concise set of SOPs outlining how each automation works. If you’ve rolled out Zoho Contracts before and can point to live examples of similar sales-contract workflows, I’d like to get started right away.