Streamlining contract management with Zoho Forms and Zoho Contracts

In business, efficiency is everything. Teams are constantly looking for ways to reduce manual work, eliminate errors, and automate repetitive tasks; contract management is no exception. Zoho Contracts is a comprehensive contract lifecycle management (CLM) solution that helps businesses streamline the contract lifecycle, mitigate business risks, improve compliance, and promote cross-functional collaboration. Did you know you can integrate Zoho Forms with Zoho Contracts using Zoho Flow to automate your contract workflows?
 

The challenges of handling contract requests across multiple departments

Different departments, such as procurement, sales, and HR—work with contracts for different purposes. Traditionally, these departments approach the legal team to draft contracts, and the requests are submitted via emails or spreadsheets. This process becomes highly inefficient because:

1. The legal team needs to spend a lot of time manually collecting contract details from different departments.
2. Due to this, contract creation, execution, and management become time-consuming and prone to errors.
3. When the volume of such requests rises, it overwhelms the legal team, leading to delays in executing contracts.

Now, imagine an organization generating only 10 contracts in a month, all departments combined. It translates into 120 contracts in a year to be executed, and in three years, the organization will have to keep track of and manage more than 360 contracts. 
 

Automating contract requests using Zoho Forms

Departments can now raise contract requests by submitting a form using Zoho Forms. These requests are then processed using Zoho Flow, which triggers an automated contract creation inside Zoho Contracts.

How it works

1. A department submits a contract request via Zoho Forms.
2. Zoho Flow processes the request and automatically: 

• Creates a counterparty in Zoho Contracts.
• Adds the counterparty contact details.
• Generates a contract draft using predefined templates.

3. The legal team can then review and finalize the contract before executing it.

A real-world use case of automating contract creation with pre-determined fields

Let's say that a sales team needs non-disclosure agreements (NDAs) for every new prospect. Instead of emailing the client details to the legal team for contract creation, they can:

• Select the contract type in Zoho Forms.
• Fill out a contract request form by providing the necessary details, such as the counterparty's name, email, and address.

Once the form is submitted, Zoho Flow automatically fills this data into Zoho Contracts, and Zoho Contracts creates a predefined contract template for that contract type.
 

Why this integration matters

• It saves time by automating the contract request and creation process, eliminating redundant manual work.
• It minimizes errors in data entry by directly mapping form inputs to contract fields.
• It boosts efficiency and enables legal teams to focus on higher-value tasks instead of routine contract creation.
• It ensures compliance when all contracts follow predefined templates and business rules.

To learn more, please visit  webpage on the benefits of a CLM.

Get started today!

You’ve seen how integrating Zoho Forms, Zoho Flow, and Zoho Contracts is a game-changer for businesses that manage large volumes of contracts. 
Looking to implement this in your organization? Watch this video to explore the use case in detail. You can also use this pre-built workflow or contact our support teams for assistance. Revolutionize your contract management workflow today!