Zoho Contracts pricing : All about Zoho Contracts

In today’s fast-paced business world, handling contracts can feel like juggling flaming torches one wrong move, and things go up in smoke. From sales teams rushing to close deals to legal departments buried in paperwork, inefficiencies in contract management often lead to missed opportunities, compliance headaches, and even revenue leaks. That’s where Zoho Contracts steps in as a game-changer. This powerful tool transforms the chaos of contract lifecycles into a smooth, automated process, empowering teams to focus on growth rather than grunt work.

Whether you’re a small startup drafting your first NDAs or a growing enterprise managing hundreds of vendor agreements, Zoho Contracts offers AI-driven insights, seamless integrations, and robust security to keep everything on track. In this in-depth guide, we’ll dive into every aspect of Zoho Contracts, answering the most common questions professionals like you are asking. From pricing breakdowns to API setups and CRM integrations, you’ll walk away with actionable knowledge to supercharge your operations. Let’s get started.

What is Zoho Contracts?

Zoho Contracts is a full-featured contract lifecycle management (CLM) platform built to handle everything from initial drafting to final renewal or termination. At its core, it centralizes all your agreements in one secure spot, cutting down on email chains and scattered files. Imagine creating a master services agreement (MSA) in minutes, negotiating changes with real-time tracking, and getting automatic alerts for upcoming expirations—all without leaving your workflow.

This isn’t just software; it’s a bridge between sales, legal, finance, and procurement teams. For instance, sales reps can pull in deal data to auto-populate contracts, while legal ensures compliance with built-in templates and risk checks. Businesses using it report shorter cycle times—often by 50% or more—because it eliminates manual errors and speeds up approvals. In 2025, with remote work still dominant, its mobile app lets you review and sign on the go, making it ideal for global teams.

Key to its appeal is the focus on compliance and risk reduction. Every action leaves an audit trail, and AI helps spot potential issues early, like unbalanced clauses or overlooked obligations. If you’re tired of contracts gathering digital dust, Zoho Contracts turns them into revenue-generating assets.

What is Zoho Contracts Pricing?

Figuring out costs is crucial when evaluating any tool, and Zoho Contracts keeps it straightforward with tiered plans that scale with your needs. The free tier kicks things off nicely for small teams, while paid options unlock advanced capabilities like unlimited contracts and deeper integrations.

Here’s a quick comparison table based on the latest structure:

Plan	Cost (per user/month, billed annually)	Contracts Limit	Counterparties Limit	Key Features Included
Free	$0 (up to 3 users)	10	5	Basic templates (2), 1 approval workflow, core authoring
Standard	Starts at $25	25/user/month	500	Unlimited workflows, 14 templates, eSignature, reports
Professional	Starts at $40	Unlimited	Unlimited	AI assistant, CRM integration, audit logs, obligations management
Enterprise	Custom (contact sales)	Unlimited	Unlimited	ChatGPT integration, multi-org support, custom reports

All paid plans include a 15-day free trial—no credit card needed—and bundle Zoho Sign for e-signatures at no extra charge. If you’re on Zoho One, the Premium plan comes included, making it a no-brainer for Zoho ecosystem users. Prices can vary by region, so check the official page for your quote. Upgrading is seamless; just add users as your contract volume grows.

How Do I Login to Zoho Contracts?

Getting into Zoho Contracts is as simple as any Zoho app—quick and secure. Start by heading to the Zoho login portal at accounts.zoho.com. Use your existing Zoho account credentials (email and password) if you’re already in the Zoho suite, or sign up for a new one if this is your first time.

Once logged in, navigate to the Contracts app from your Zoho One dashboard or directly via contracts.zoho.com. For two-factor authentication (recommended for security), enable it in your account settings under “Security.” If you’re integrating with CRM, the extension syncs your login automatically.

Pro tip: Bookmark the direct URL and use the mobile app for fingerprint or face ID logins. If you hit a snag, like a forgotten password, click “Forgot Password” for a reset link. Setup takes under two minutes, and you’ll be drafting your first contract right away.

What is the Zoho Contracts API?

The Zoho Contracts API opens the door to custom automations, letting developers pull, push, and manage contract data programmatically. It’s a RESTful API using OAuth 2.0 for authentication, supporting JSON payloads for seamless integration with other systems.

Core endpoints cover contracts (create, update, retrieve), counterparties (add contacts, manage details), templates (list and modify), and obligations (track tasks). For example, you could automate pulling CRM leads into new contracts or syncing signed docs to your storage.

To get started:

1. Register your app in Zoho’s developer console for a client ID and secret.
2. Generate an access token via OAuth scopes like “ZohoContracts.contracts.ALL”.
3. Make API calls, e.g., GET /api/v1/contracts to list all agreements.

Rate limits are generous (1000 calls/day per user), and it’s backward-compatible for smooth upgrades. This API shines for enterprises building bespoke workflows, like auto-archiving expired contracts.

Where Can I Find Zoho Contracts API Documentation?

Zoho keeps its API docs user-friendly and up-to-date on the official developer portal at www.zoho.com/contracts/api/. Dive into sections on authentication, endpoints, and sample code in languages like Python, JavaScript, and cURL.

The docs include interactive Swagger UI for testing calls without coding, plus error handling guides (e.g., 401 for invalid tokens). Searchable by topic—say, “counterparty endpoints”—and updated for 2025 features like AI-flagged obligation APIs.

For deeper dives, check the Zoho developer community forums or YouTube tutorials linked there. Always reference the versioned changelog to stay current; it’s essential for avoiding deprecated methods during migrations.

Is Zoho Contracts Part of Zoho One?

Absolutely—Zoho Contracts is a core app in Zoho One, the all-in-one business suite that bundles over 40 tools for a flat price. Subscribing to Zoho One gives you the Professional plan of Contracts included, alongside CRM, Books, Desk, and more, without juggling multiple logins.

This integration means contracts flow naturally into other apps: a signed deal in Contracts auto-updates CRM pipelines or triggers invoices in Books. For solo users or small teams, it’s a cost-saver—pay once, get everything. If you’re evaluating, Zoho One’s 15-day trial lets you test Contracts in context. Larger orgs love the unified data for better insights across departments.

What is Zoho Contracts 2.0?

Launched in mid-2025, Zoho Contracts 2.0 marks a major evolution, infusing AI and enhanced mobility into the CLM space. It builds on the original by adding ChatGPT-powered drafting, smarter CRM ties, and a revamped Android app for field teams.

Key upgrades include proactive risk flagging during negotiations, obligation auto-discovery, and multi-org support for conglomerates. Cycle times drop further with AI simplifying jargon for non-legal users. Existing users get a free upgrade path, with migration tools handling templates seamlessly.

Businesses report 30% faster reviews thanks to version diffs and collaborative redlining. If you’re on version 1.x, check the what’s-new page for rollout details—it’s designed to future-proof your contract processes.

What Are Zoho Sign vs Zoho Contracts?

Zoho Sign and Zoho Contracts complement each other but serve distinct roles in the document workflow. Zoho Sign is a lightweight e-signature tool focused on quick, secure signing—think one-off approvals like consent forms or simple NDAs. It excels in speed, with drag-and-drop fields and mobile signing, but lacks full lifecycle oversight.

Zoho Contracts, on the other hand, is a heavyweight CLM solution handling the entire journey: authoring, negotiating, executing (via integrated Sign), and post-sign tracking like renewals and audits. Use Sign for isolated signatures; Contracts for complex, ongoing agreements needing templates and analytics.

Aspect	Zoho Sign	Zoho Contracts
Primary Focus	Electronic signatures	Full contract lifecycle
Templates	Basic form fields	Advanced clause library
Integrations	Limited to signing	Deep CRM, AI, obligations
Pricing	Starts free, $10/user/mo	Free tier, $25+/user/mo
Best For	Quick docs	Enterprise compliance

Switching? Contracts includes Sign, so you get both in one.

How Do I Integrate Zoho Contracts with Zoho CRM?

Linking Zoho Contracts to CRM supercharges sales-legal handoffs, pulling deal data into contracts and updating records post-signature. Start by installing the extension from CRM’s Marketplace.

Steps:

1. Log into Zoho CRM > Settings > Marketplace > Zoho > Search “Contracts” > Install.
2. Authorize the connection—grant scopes for contracts and deals.
3. Map fields: Link CRM modules (e.g., Deals) to Contracts types (e.g., MSAs).
4. Test: Create a deal in CRM, generate a contract, and watch it sync.

Benefits include auto-populating counterparty details and triggering approvals. In 2025 updates, it supports more modules like Quotes, reducing manual entry by 70%. Troubleshoot via the help center if scopes mismatch.

What Are the Key Features of Zoho Contracts? Feature of Zoho Contracts

Zoho Contracts packs a punch with features tailored for end-to-end management. Core ones include a drag-and-drop editor for authoring, a clause library with 100+ reusable snippets, and AI for risk spotting.

Collaboration shines with real-time redlining and comment threads, while analytics deliver 35+ reports on KPIs like renewal rates. Security features audit logs and role-based access, ensuring GDPR compliance. Mobile access covers 80% of on-the-go tasks, from signing to obligation checks.

For procurement, track vendor performance; for HR, standardize onboarding docs. It’s scalable, with custom workflows adapting to your org size.

What is the Zoho Contracts Integration with Zoho CRM?

This integration creates a unified pipeline where CRM deals feed directly into Contracts, eliminating data silos. Sales sees contract status in CRM feeds, while legal accesses deal context in Contracts.

Setup mirrors the earlier steps, but dive deeper: Configure webhooks for real-time syncs, like auto-closing won deals on signature. 2025 enhancements add obligation mapping—e.g., payment terms from contracts update CRM forecasts.

Results? Faster closures (up to 40% per user reports) and fewer errors. It’s bidirectional, so amendments in Contracts ripple back to CRM.

Where Can I Find a Zoho Contracts Demo?

Demos are a smart way to see Zoho Contracts in action without commitment. The official YouTube channel hosts a 10-minute product overview demo, walking through drafting, signing, and reporting.

For personalized ones, book via the website’s “Request Demo” form—sales reps tailor it to your industry. Interactive trials on the site let you poke around a sandbox. Third-party videos, like Workflow Academy’s, add user perspectives, but stick to official for accuracy.

Is There a Zoho Contracts Tutorial?

Tutorials abound on Zoho’s help portal and YouTube. The “Getting Started” series covers org setup, template building, and first contract creation—each 5-15 minutes long.

Steps for a basic tutorial flow:

1. Watch “Product Overview” for big picture.
2. Follow “Building a Template” for clause insertion.
3. Practice in the free trial.

Community forums offer peer tips, like troubleshooting imports. For advanced, check API tutorials on the dev site.

How Do I Get Zoho Contracts Support?

Support is multi-channel but email-focused—no phone queues. Email support@zohocontracts.com for queries, or use the in-app ticket system for faster routing.

Channels include:

• Help Center: Self-serve articles on 200+ topics.
• Community Forums: Peer discussions.
• Live Chat: During business hours via the portal.
• Webinars: Monthly sessions on updates.

Response times average 24 hours; premium plans get priority. For sales, contact sales@zohocorp.com.

What is Zoho CRM and Zoho Contracts Integration?

As detailed earlier, this duo merges sales pipelines with legal rigor. CRM feeds lead data; Contracts handles the docs. Post-integration, view contract timelines in CRM modules, and use Zoho Flow for custom automations like notifying finance on signatures.

In practice, a rep closes a deal, Contracts generates the MSA with pre-filled terms, and everything syncs. 2025 adds AI summaries in CRM for quick legal reviews.

How Do I Set Up Signing in Zoho Contracts?

E-signing is baked in via Zoho Sign. To set up:

1. In a contract detail view, click “Send for Signature.”
2. Add signers (internal/external), place fields (signature, date, initials).
3. Set order (sequential/parallel) and reminders.
4. Send—recipients sign via link or app.

Track status in the dashboard. For in-person, upload IDs for verification. Compliance? It meets eIDAS and ESIGN standards.

How Do I Create a Managed IT Services Agreement in Zoho Contracts?

Crafting an IT services agreement starts with a template. Steps:

1. Go to Templates > New > Select “Services Agreement” base.
2. Define parties (Party A: Your firm; Party B: Client).
3. Add clauses: Scope (from library), SLAs, pricing tiers, termination.
4. Use AI to flag risks, like vague uptime guarantees.
5. Save, then generate instance via New Contract.

Customize with dynamic fields (e.g., auto-insert client name from CRM). Review collaboratively before sending.

What is the Best Way to Manage Contracts in Zoho?

Centralize everything in Zoho Contracts’ repository. Best practices:

• Tag contracts by type/stage for quick searches.
• Set automated workflows for approvals.
• Use dashboards for overviews—filter by expiration.
• Integrate with storage for archives.

Regular audits via reports catch issues early. For teams, assign roles to avoid bottlenecks.

Can Zoho Handle Payments Through Contracts?

Indirectly, yes—link contracts to Zoho Books for invoicing. Obligations module tracks payment terms; on signature, trigger invoices. No built-in processor, but integrations with Stripe/PayPal via Flow handle collections.

Steps: Map payment clauses to Books items, set reminders for due dates. This ties revenue to contract milestones seamlessly.

How Do I Fix Formatting Issues in Zoho Contracts Clauses?

Formatting glitches often stem from copy-paste. Fixes:

1. Use the built-in editor (Zoho Writer-like) for clean HTML.
2. In clause library, standardize styles (fonts, bullets).
3. Preview before saving—toggle to PDF view.
4. For imports, clean docs in Word first, then upload.

AI can simplify inconsistent text. Test in a sandbox template.

What is the Best Platform for E-Contracts Including Zoho?

Zoho Contracts tops for integrated e-contracts, blending authoring and signing. Alternatives like DocuSign excel in volume signing, but Zoho wins on cost and CRM ties. For SMBs, its free tier and AI edge it out.

Factors: Scalability, compliance, ease—Zoho scores high across.

How Do I Create Dynamic Contracts in Zoho Contracts?

Dynamic contracts use variables for personalization. Steps:

1. In template editor, insert merge fields (e.g., {ClientName}).
2. Link to data sources like CRM.
3. In generation form, fill vars—auto-populates.
4. Add conditionals: If {Amount}>10k, include clause X.

Clause library supports this for scalability. AI suggests dynamics based on type.

Is Zoho One Too Good to Be True for Contract Management?

Zoho One delivers value without the hype—it’s comprehensive but requires setup time. For contracts, you get premium features bundled, saving 30-50% vs. standalone. Drawbacks? Learning curve for non-Zoho users. Overall, it’s legit for integrated stacks.

Does Zoho Require a Lot of Customization for Contracts?

Minimal for basics, but yes for complex needs. Out-of-box templates cover 80% of use cases; customize via clause library or workflows. No-code tools like Deluge make it accessible—set rules without devs.

What is the Best Low-Cost CRM/Contract Management Software Like Zoho?

Zoho leads at $25/user, but HubSpot (free CRM + add-ons) or PandaDoc (signing-focused) compete. Zoho’s edge: Native CLM in one price. For under $50/month, it’s unbeatable for growing teams.

Logging into Zoho CRM

Zoho CRM uses a secure, single sign-on (SSO) system tied to your Zoho account, allowing seamless access across Zoho apps once logged in. The process is straightforward and supports multiple authentication methods for flexibility and security. Below is a detailed guide based on official and reliable sources.

Zoho CRM Login URL

• Primary Login Page: Visit https://www.zoho.com/crm/login.html to access Zoho CRM directly.
• General Zoho Login: If you have a Zoho account, start at https://www.zoho.com/login.html for SSO access to CRM and other apps.

Step-by-Step Login Process

1. Navigate to the Login Page: Open your web browser and go to the Zoho CRM login URL above. Avoid third-party links to prevent phishing risks.
2. Enter Your Credentials:
   • Input the email address associated with your Zoho CRM account (this could be your work email or a Zoho-provided one).
   • Enter your password in the secure field.
3. Complete Authentication: Depending on your settings, you may need to verify via OTP (one-time password) sent to your email/phone, or complete MFA (multi-factor authentication).
4. Sign In: Click the “Sign In” button. You’ll be redirected to your CRM dashboard.
5. Access on Mobile: Download the Zoho CRM app from the App Store (iOS) or Google Play (Android), and log in using the same credentials for real-time sync.

If you’re a new user, sign up first at https://www.zoho.com/crm/signup.html for a free trial—no credit card required.

Supported Zoho CRM Sign-In Methods

Zoho CRM supports various methods for convenience and enhanced security:

• Password-Based: Standard email + password login.
• OTP (One-Time Password): Receive a code via email or SMS instead of entering a password—ideal for quick access without memorizing credentials.
• Third-Party Accounts: Sign in using Google, Microsoft, Apple, or other linked providers for federated authentication.
• Smart Sign-in: Browser-based recognition of trusted devices for faster logins.
• Passkey: Passwordless option using biometric (fingerprint/face ID) or device PIN for supported browsers/devices.
• Multi-Factor Authentication (MFA): Mandatory for many orgs; adds a second verification step (e.g., app-based TOTP or hardware key).
• Passwordless Sign-in: Use magic links sent to email for one-click access.

To switch methods, go to your Zoho Account Settings > Security after logging in.

Troubleshooting Common Issues

• Forgot Password: On the login page, click “Forgot Password?” Enter your email to receive a reset link or OTP. Follow the prompts to set a new password (must meet complexity requirements: 8+ characters, mix of letters/numbers/symbols).
• Invalid Credentials: Double-check email spelling and caps lock. If locked out after failed attempts, wait 15-30 minutes or use account recovery.
• Browser Issues: Clear cache/cookies, disable extensions, or try incognito mode. Recommended browsers: Chrome, Firefox, Edge (latest versions).
• MFA/OTP Not Received: Check spam/junk folders, verify phone/email in settings, or request resend. For delays, contact support.
• SSO Problems: If using Google Workspace or Microsoft integration, ensure admin has enabled it; test in a new browser tab.
• Account Not Found: Confirm you’re using the correct org (Zoho supports multi-org access). Contact your CRM admin if invited as a user.
• Mobile App Errors: Update the app, ensure internet connection, or reinstall.

For persistent issues, reach Zoho Support via help.zoho.com (24/5 chat/email/phone) or the in-app help center.

Security Features

• Encryption: All logins use HTTPS/TLS for data in transit; stored credentials are hashed.
• Session Management: Active sessions visible in settings; log out remotely if needed.
• Compliance: Supports GDPR, ISO 27001, SOC 2; audit logs track login attempts.
• Phishing Protection: Official pages only; enable “Remember Device” for trusted access but revoke if suspicious.

If you’re setting up for a team, admins can enforce MFA and customize login screens. For more, check Zoho’s help docs or book a demo.

What Are the Benefits of Zoho One Over Individual Zoho Services Like Contracts?

Zoho One unifies data across apps, slashing silos—e.g., contracts inform CRM forecasts instantly. Cost: $37/user vs. stacking subs. Plus, single support and updates. For contracts, it amplifies ROI through ecosystem leverage.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) platform launched in 2005, designed to help businesses convert leads, nurture relationships, and scale operations using AI-driven insights and intuitive interfaces. It provides a 360° view of customer interactions, supports collaborative team spaces, and integrates with over 1,000 apps via the Zoho Marketplace. The platform emphasizes no-code/low-code customization, automation, and compliance, making it suitable for sales, marketing, and support teams. As of October 2025, recent updates include the CRM4E enhancement for better team collaboration, Zoho CRM for Everyone (dedicated team spaces), AI-powered module creation via prompts, custom Canvas layouts from images, Zia Agents (multi-agent AI platform), and integrations with ChatGPT for tasks like email rewriting and anomaly detection. It’s recognized as a Visionary in the 2025 Gartner Magic Quadrant for Sales Force Automation Platforms and a Leader in the 2025 SFA Technology Value Matrix by Nucleus Research.

Zoho CRM Benefits

• Boosts productivity by up to 80% through centralized data, automation, and AI insights.
• Enables 50% faster implementation with easy setup and migration tools.
• Saves 71% on licensing compared to competitors, with flexible pay-as-you-go pricing and no contracts.
• Enhances collaboration across teams, reducing silos and improving deal closure rates.
• Ensures data privacy with certifications like ISO 27001 for Information Security, ISO 27701 for Privacy Management, and SOC 2 for Cloud Security.

Target Users

Zoho CRM serves businesses of all sizes, from freelancers and small teams (via the free edition or Bigin by Zoho CRM) to large enterprises. It’s ideal for sales, marketing, support, and cross-functional teams in industries like consulting, hospitality, diagnostics, and SaaS. Testimonials highlight its use by managing directors in healthcare, partners in consulting, and marketing leads in various sectors.

Zoho CRM Pricing Plans

Zoho CRM offers a free edition and four paid editions, priced per user/month with annual billing discounts of up to 34%. Prices are shown in INR (Indian Rupees) as per official documentation, but a pricing calculator supports other currencies like USD, EUR, GBP, and more. All paid plans include a 15-day free trial (no credit card required). Add-ons like Team Users (₹2,600/team user/month annually) allow limited access for non-sales roles. Enterprise support via Zoho EBS or Jumpstart services is available for setup.

Edition	Annual Cost (per user/month)	Users	Key Inclusions	Limitations
Free	₹0	Up to 3	Leads, documents, mobile apps, basic modules	No automation, mass emails, AI, or advanced reporting; basic features only
Standard	₹800	Scalable	Mass emails, workflows, cadences, sales forecasting, Canvas, Office 365 integration, 900+ Marketplace extensions	No blueprints, CPQ, AI, territory management, or multi-user portals
Professional (Most Popular)	₹1,400	Scalable	All Standard + blueprints, CPQ, SalesSignals, inventory management, webhooks, assignment/validation rules, Google Ads integration	No AI, journey orchestration, custom functions, or advanced analytics
Enterprise	₹2,400	Scalable	All Professional + Zia AI (forecasting, anomaly detection), territory management, journey orchestration, multi-user portals, sandbox	Lower feature limits than Ultimate; team users restricted from reports/AI
Ultimate	₹2,600	Scalable	All Enterprise + QuickML (custom AI/ML), advanced analytics, data storytelling, unified insights, higher storage/backups	Team users cannot access reports/dashboards or own org modules

Key Features

Zoho CRM’s features span AI, sales automation, lead management, processes, customization, and analytics. Below is a categorized breakdown.

Artificial Intelligence (Zia and Zia Agents)

• Multi-agent AI platform combining human expertise with automation: dynamic recommendations, automated follow-ups, anomaly detection, outcome prediction, email summarization, and competitor alerts.
• Sales forecasting, churn prediction, product recommendations; integrates with ChatGPT for email rewriting.
• QuickML in Ultimate for building custom ML models with daily free calls.

Sales Force Automation

• Automates contact tracking, follow-ups, and updates to focus on relationships.
• SalesSignals for real-time activity notifications; inventory for invoices/orders/products/vendors.
• Forecasting for revenue goals; assignment rules for lead routing.

Lead Management

• End-to-end nurturing: engagement, enrichment, and multichannel cadences.
• Converts prospects to deals with meticulous tracking and automation.

Process Automation

• Cadences: Visual sequences for follow-ups that branch based on responses.
• Blueprints: Structured sales processes for compliance and guidance.
• Page Layouts: Conditional fields and rules tailored to sales stages.
• Kiosk Studio: No-code kiosks for complex processes with contextual data.
• Journey Orchestration: Automates end-to-end customer journeys for personalized experiences.
• Workflows, validation rules, approvals, and webhooks for efficiency.

Customization

• CRM for Everyone: Team-specific modules/spaces to break silos; AI module creation via prompts.
• Canvas: Personalized UI layouts from images or designs.
• Client Scripts: JavaScript for UI custom events.
• Layouts and Modules: Custom fields, views, and portals for customers/partners/vendors.
• Sandbox for testing; low-code functions across apps.

Business Intelligence and Analytics

• 360° dashboards with augmented analytics, auto-generated reports, and data storytelling (infographics, AI summaries).
• Proactive anomaly detection; unified insights for performance management.
• Advanced in Ultimate: Data preparation, categorization, and BI for deep forecasting.

Other Modules

• Marketing: Mass emails, webforms, social/email/telephony integration.
• Support: Collaboration via feeds/calendars; multi-channel customer engagement.
• Data Management: Import/export, deduplication, audit logs, document storage.

Integrations

Zoho CRM supports over 1,100 ready-to-use integrations via the Zoho Marketplace for no-code setup.

Zoho Ecosystem

• Zoho Flow for cross-app workflows; seamless with Zoho Books, Desk, Analytics, Mail, and more.

Third-Party Tools

• Marketing/Sales: Google Ads, Office 365 for collaboration.
• Communications: Email, social media, SMS, WhatsApp, telephony, group chats.
• Finance/Other: Databases, legacy systems via APIs; Microsoft/Google for contacts/tasks.
• General: Zapier-like triggers/actions; connections for REST APIs, widgets, and SDKs (mobile/server-side/Web Apps).

Mobile and Accessibility

Zoho CRM offers dedicated mobile apps for iOS and Android, with offline access for leads, contacts, tasks, and updates. Real-time sync ensures on-the-go management; web-based for desktops. Supports multiple languages and devices for global teams.

Support and Security

Support Options

• 24/5 email/chat/phone support; extensive documentation on modules, admin setup, automation, integrations, and developer resources (APIs, SDKs).
• Free onboarding via Jumpstart; webinars, knowledge base, and community forums.
• Role-based permissions, user management, and GDPR compliance guidance.

Security Features

• Role-based access control; audit logs for tracking changes.
• Certifications: ISO 27001 (security), ISO 27701 (privacy), SOC 2 (cloud), and Personal Data in the Cloud.
• Data encryption, secure APIs, and sandbox for safe testing.

Getting Started

Sign up at zoho.com/crm for the free edition or 15-day trial. Customize via the edition selector quiz, import data from spreadsheets/other CRMs, and set up modules/users. Admins configure org settings (currencies, hours), automate workflows, and integrate apps. Book a demo or use Jumpstart for assisted migration. For developers, start with the Developer Edition and APIs.

What Exactly is Zoho One and How Does It Benefit Contract Management?

Zoho One is a suite of 40+ apps for $37/user/month, covering CRM to analytics. For contracts, it embeds CLM into sales/finance, auto-syncing data for faster cycles and better compliance. No more app-hopping.

What Are the Pros and Cons of Zoho for Contracts?

Pros: Affordable, AI-smart, integrated. Cons: Interface can overwhelm newbies; limited offline mode.

Pros	Cons
AI risk flagging	Steeper learning curve
Seamless CRM tie-in	Fewer templates out-box
Mobile-first	Customization time

Balanced for most.

How Would Signing Up for Zoho Benefit My Contract Processes?

Instantly: Shorter cycles, fewer errors, automated reminders. Long-term: Compliance boosts, revenue protection. Teams collaborate better, closing deals 2x faster.

What Are the Benefits of Zoho Desk for Small Businesses Using Contracts?

Zoho Desk (support ticketing) integrates with Contracts for service-level agreements (SLAs). Track fulfillment tickets from contract obligations, ensuring uptime promises. Small biz gain: Centralized issue resolution tied to contracts.

Is the Free Version of Zoho CRM Suitable for Small Businesses with Contracts?

Yes—for up to 3 users, handle basic deals and link to free Contracts tier. Limits hit at 10 contracts; upgrade for growth. Ideal starter for solopreneurs.

What Are the Top Three Zoho Products for Startups, Including Contracts?

1. CRM: Lead tracking.
2. Contracts: Deal docs.
3. Books: Invoicing from contracts.

Combo streamlines from prospect to payment.

What Are Reasons to Like Zoho Applications for Contract Automation?

Intuitive UI, affordable scaling, strong security. AI automates tedium; integrations save time. Users praise reliability—99.9% uptime.

What Do You Think of Zoho Reaching a Billion in Revenue with Tools Like Contracts?

Impressive milestone—shows demand for accessible CLM. Fuels innovation, like 2025 AI upgrades, benefiting users with faster features.

Does Anybody Use Zoho Software for Contract Management?

Thousands do—from startups to Fortune 500. Case studies: T-Hub cut errors 60%; FYNXT sped reviews.

What is a Counterparty in Zoho Contracts?

A counterparty is the other party in an agreement—client, vendor, etc. Manage them centrally: Add details, track interactions, limit to 5 free/ unlimited paid.

Zoho Invoice is a cloud-based invoicing software designed primarily for small businesses, freelancers, and entrepreneurs. It simplifies the process of creating, sending, and tracking invoices while handling payments, expenses, quotes, time tracking, and customer management—all from a single dashboard. The tool is 100% free, with no contracts, credit card requirements, or hidden fees, making it accessible for users starting out. It supports real-time data syncing across devices and is rated 4.8/5 on platforms like G2, Capterra, App Store, and Google Play, based on thousands of reviews praising its ease of use and value. As of 2025, it’s optimized for modern devices, including iOS 26 compatibility.

Target users include small teams or solo operators who need straightforward billing without the complexity of enterprise-level tools. For growing businesses requiring advanced features like subscription management or multi-currency support, Zoho recommends upgrading to Zoho Billing.

Key Benefits

• Ease of Setup: Get started in minutes by signing up with an email—no downloads required initially.
• Accessibility: Web-based with dedicated mobile apps for iOS, Android, and Windows, allowing invoicing on the go.
• Support: 24/5 email and voice support at no extra cost.
• Privacy and Security: No ads or data selling; compliant with standards like ESIGN and eIDAS for digital signatures. Transactions are secured via integrated payment gateways.

Pricing Plans

Zoho Invoice offers a single, forever-free plan at $0/month, with full access to all core features. There are no paid tiers within Zoho Invoice itself—it’s designed as a no-cost solution for small-scale use. Early versions had soft limits (e.g., 500 invoices/year, 2 users, 3 projects), but as of 2025, the official documentation indicates no enforced restrictions for typical small business needs.

Plan	Cost	Users	Invoices/Projects	Key Inclusions	Limitations
Free (Forever)	$0/month	Unlimited (practically)	Unlimited	All features listed below, including invoicing, payments, reports, and integrations	None specified; for advanced needs (e.g., subscriptions), upgrade to Zoho Billing (starts at $25/month annually for Standard plan with 3 users).

No free trial is needed since it’s free to use immediately. For larger operations, Zoho Billing provides tiered paid plans: Standard ($25/month annually, 3 users), Premium ($59/month annually, 10 users), and Custom (contact sales).

Key Features

Zoho Invoice packs a comprehensive set of tools into its free package. Below is a categorized breakdown of all major features, based on official documentation.

Invoicing

• Customizable Templates: Choose from a gallery of professional templates; add logos, colors, and branding to match your website. Customize item tables (headers, rows, descriptions) and support multi-language invoicing (10+ languages).
• Scheduling and Recurring: Schedule one-time or recurring invoices to auto-send on specific dates/intervals, reducing manual work.
• Digital Signatures: Integrate with Zoho Sign for e-signatures compliant with ESIGN and eIDAS laws to prevent tampering.
• Tax Compliance: Automatically include tax breakdowns for clear, compliant invoices.

Quotes

• Professional Quote Creation: Build quotes with prices, discounts, terms, and custom fields; set expiration dates to encourage quick approvals.
• Conversion and Tracking: Convert accepted quotes to invoices automatically; track history, interactions, and status.
• Signing and Projects: Get quotes digitally signed; create projects directly from approved quotes.

Contacts and Customer Management

• Customer Portal: Self-service portal for clients to view transactions, approve quotes, make payments, download statements, and provide feedback/reviews.
• Statements and Reminders: Send periodic statements with unpaid invoice lists; automate payment reminders and attach to emails.
• Payment Storage: Securely save credit card details for auto-charging recurring payments.
• Address and Customization: Configure billing/shipping formats; request reviews to improve services.

Payments

• Gateways: Integrate with 10+ gateways (e.g., Stripe, PayPal) for online collections in multiple currencies.
• Offline and Refunds: Record cash/check payments; issue credit notes for refunds and apply to invoices.
• Receipts and Reports: Customize payment receipts; generate reports on payment patterns and customer behavior.
• Auto-Charge: Automate charges for recurring setups.

Expenses

• Tracking and Billing: Categorize expenses, track mileage (convert miles to costs), and associate with customers.
• Conversion: Turn billable expenses into invoices with one click.
• Reporting: Dashboard views of top expenses; built-in or custom reports for insights.

Projects & Timesheets

• Time Logging: Track hours per project/task via mobile/web; log from any device.
• Billing Options: Bill based on project hours, task hours, or unbilled items; convert time/expenses to invoices.
• Recurring Association: Link unbilled hours to recurring invoices.
• Unbilled Tracking: View and manage pending billables easily.

Automation

• Reminders and Recurring: Auto-send payment chases and rebill at set intervals.
• Workflows: Streamline repetitive tasks like approvals and notifications.

Reports and Analytics

• Built-in Reports: 30+ reports on sales, receivables, expenses, top customers/products, AR aging.
• Dashboard Insights: Real-time visuals for business health.
• Customization: Filter by date/status; integrate with Zoho Analytics for advanced custom dashboards.

Users & Roles

• Team Collaboration: Add unlimited users with role-based permissions (e.g., restrict to specific customers).
• Access Control: Set inactive status without deleting users.

Items Management

• Catalog: Add goods/services with SKUs, custom fields, and pricing.
• Status Control: Activate/deactivate items (e.g., seasonal) to manage what’s available in transactions.

Templates

• Gallery and Customization: Wide selection for invoices, quotes, receipts; personalize per contact or globally.
• Multi-Language and Tax: Invoice in customer languages; ensure tax compliance.

Integrations

Zoho Invoice seamlessly connects with the Zoho ecosystem and third-party tools:

• Zoho Apps: CRM, Books, Projects, Analytics, Sign, Desk, Mail, Campaign, Commerce.
• Others: Google Workspace, Slack, PayPal, Stripe, and more (full list via app directory). This allows data flow for end-to-end business management, like syncing contacts from CRM or analyzing data in Analytics.

Mobile and Accessibility

• Apps: Free downloads for iOS (App Store), Android (Google Play), and Windows (Microsoft Store). Syncs in real-time.
• Cross-Device: Use on phones, tablets, laptops—create/send invoices anywhere.

Getting Started

Sign up at zoho.com/invoice with your email, customize your profile, add customers/items, and start invoicing. For support, email support@zohoinvoice.com or use in-app chat.

Is There a Limit to the Number of Counterparties in Zoho Contracts?

Free: 5; Standard: 500; Higher: Unlimited. Bulk import via CSV for legacy data.

Is It Possible to Bulk Import Legacy Counterparties into Zoho Contracts?

Yes—via Admin > Counterparties > Import. Map CSV columns (name, email, type); validate before commit. Handles thousands quickly.

How Do I Collaborate on Contracts in Zoho Contracts?

Invite via email/share link, set permissions (view/comment/edit). Use redlining for changes, comments for feedback. Track versions chronologically.

What Are System Fields in Zoho Contracts and How Do I Configure Them?

System fields are auto-populated like contract ID, date created. Configure in template settings: Make mandatory, default values, or hide. Steps: Edit type > Fields > System tab > Adjust.

How Do I Set Up Party A and Party B in a New Contract Type?

In Admin > Contract Types > New: Define Party A (your org, auto-fill), Party B (counterparty, dynamic). Add fields for addresses, roles. Save for reuse.

Which Zoho Contracts Plan is Right for Me?

Free for testing; Standard for small teams (25 contracts/user); Pro for AI/ integrations; Enterprise for custom. Assess volume and needs via ROI calculator.

What Are the Key Stages in the CLM Process with Zoho Contracts?

1. Drafting: Templates/clauses.
2. Negotiation: Redline/collaborate.
3. Approval: Workflows.
4. Execution: eSign.
5. Post: Obligations/renewals.
6. Archive: Analytics.

Each with AI aids.

Why Do I Need CLM Software Like Zoho Contracts?

Manual handling risks leaks (20% revenue lost yearly). CLM automates, ensures compliance, speeds deals—ROI in months.

How Do I Send a Contract in Zoho Contracts?

From detail view: Click Send > Add recipients > Place fields > Set expiry/reminders > Dispatch. Track opens/signs in activity feed.

Are Sales Contracts Easily Accessible in Zoho CRM with Contracts?

Yes—integrated view shows status, links to full docs. Filter deals by contract stage for pipeline visibility.

How Does Zoho Contracts Work in Zoho CRM?

As extension: Access from CRM modules, generate from deals. Syncs metadata; amendments update both.

What New Features Have Been Added to Zoho Contracts?

2025: AI assistant, CRM 2.0, counterparty import, 6 new reports, regional settings.

What is the Safest Day-One Setup for Small Business Contracts in Zoho?

Start free: Set roles, import templates, enable 2FA, basic workflow. Add audit logs on upgrade.

Where Does AI Fit in Drafting and Reviewing Contracts in Zoho Contracts?

AI drafts via prompts, reviews for risks/missing clauses, simplifies text. In 2.0, ChatGPT integration accelerates.

What Are Implied Contracts and How Do They Impact Businesses Using Zoho?

Implied: Unwritten assumptions (e.g., ongoing service). Zoho flags them in reviews, adding explicit clauses to avoid disputes.

How Does ChatGPT Integrate with Zoho Contracts?

Via 2.0: Access in editor for summaries, clause gen. Non-EU only; authenticate separately.

How Do I Extract Key Terms from Contracts Using Zoho Sign?

In Sign (integrated): Post-sign, use AI extract for dates, amounts. Export to CRM.

How Do I Renew Expiring Contracts Easily in Zoho?

Dashboard alerts 30/60/90 days out. Click Renew > Amend terms > Re-send. Auto-extends if no changes.

How Does Zoho Contracts Manage Accessibility for Contracts?

Role-based: View-only for juniors, edit for legal. Password links for externals; WCAG-compliant UI.

How Does Zoho Contracts Integrate with Zoho Billing for Renewals?

Via Flow: Signature triggers invoice. Map terms to recurring bills; track payments in obligations.

Can Zoho Contracts Handle Multi-Organization Support?

Yes, in Enterprise: Switch orgs, separate data. 2023 update; ideal for holdings.

How Do I Import Counterparty Contracts into Zoho?

Admin > Import > Upload PDF/Word > AI extracts metadata/clauses. Map to types.

What is the Zoho Contracts Clause Library?

Central repo of reusable snippets: Standard/alternate languages. Searchable, versioned for consistency.

How Does Zoho Contracts Use AI for Risk Flagging?

Scans for imbalances (e.g., liability caps), suggests fixes. In drafting/negotiation; 2025 enhances with Zia LLM.

Zoho Billing Software

Zoho Billing is an end-to-end billing software tailored for small and medium-sized businesses (SMBs), supporting diverse models such as financial services, marketing agencies, AI-driven companies, educational institutions, consulting firms, and SaaS providers. It streamlines cash flow through faster invoice processing, scalable subscription billing, and full tax compliance, with a focus on U.S. businesses. The platform handles product management, billing automation, payment processing, subscription lifecycles, and analytics to drive revenue growth and customer relationships. Built on Zoho’s 20+ years of subscription expertise, it offers customizable portals, flexible pricing, and secure payments to enhance branding.

Target users include SMBs with one-time billing (Standard plan), combined one-time and recurring needs (Premium plan), or enterprise-scale requirements (Custom plan).

Zoho Key Benefits

• Reduces processing time by up to 75%.
• Supports flexible pricing models and widgets for optimized sales strategies.
• Ensures compliant, secure transactions with regional regulation adherence.
• Manages full subscription lifecycles, including trials, upgrades, cancellations, and dunning.
• Provides revenue recognition and insights on sales, receivables, churn, and more.
• Delivers branded experiences via customizable portals and payment pages.
• Enables global scalability with multi-currency and multilingual support.
• Automates workflows with low-code tools for efficiency.
• Integrates seamlessly with Zoho apps and third-party tools.
• Prioritizes security with robust encryption and industry standards.

Zoho Pricing Plans

Zoho Billing uses transparent, tiered pricing exclusive of local taxes, with annual billing discounts. There’s a 15-day free trial for all plans, and no credit card is required to start. For enterprises, the Custom plan requires contacting sales.

Plan	Monthly Cost (Billed Monthly)	Annual Cost (Billed Annually)	Best For	Key Inclusions	Limitations
Standard	$50/organization	$39/organization	One-time billing needs	Core invoicing, quotes, payments, basic reports, up to 3 users	No advanced subscriptions; limited automation
Premium	$100/organization	$79/organization	One-time + subscription billing	All Standard features + recurring billing, dunning, advanced analytics, up to 10 users	No enterprise-scale customization
Custom	Contact sales	Contact sales	Advanced enterprise needs	All Premium features + custom integrations, unlimited users, dedicated support	Pricing tailored; requires sales consultation

Detailed comparisons are available on Zoho’s pricing page.

Zoho Billing Features

Zoho Billing offers a robust feature set across categories, with 55+ reports for analytics. Below is a detailed breakdown.

Product Management

• Centralized catalog for products, services, pricing, and taxes.
• Flexible pricing models (e.g., one-time, recurring) with add-ons and coupons.
• Subscription plan creation: Define names, codes, prices, billing frequencies, auto-renewal, and trials.

Invoicing and Quotes

• Create professional quotes and invoices with QR codes, itemized breakdowns (e.g., taxes per item), and project summaries.
• Track expenses, timesheets, and projects; convert to invoices automatically.
• Set tax preferences per item/contact for automated compliance.
• Handle partial/bulk payments with reminders.

Zoho Billing Software Subscriptions

• Full lifecycle management: Trials, upgrades, cancellations, reactivations, and automated dunning.
• Scalable recurring billing with diverse models to adapt to business growth.

Zoho Billing Payments

• Supports multiple gateways and methods; generate secure payment links and hosted pages.
• Branded, hassle-free checkout experiences.
• Record offline payments and issue refunds/credit notes.

Customer Management

• Dedicated module for subscriptions and transaction history.
• Customizable self-service portal: View quotes, manage payments, communicate, and access statements.
• Pricing tables for attractive plan displays on websites.

Reporting and Analytics

• 55+ built-in reports on sales, receivables, revenue, churn, and compliance.
• Real-time dashboards for business health insights.
• Accurate revenue recognition for financial accuracy.

Automation and Customization

• Automate reminders, workflows, and processes with low-code tools.
• Customize modules: Add fields, views, buttons, and links.
• Global support: Multi-currency, multilingual invoicing.

Compliance and Security

• Full tax compliance (e.g., U.S. regulations) and regional standards.
• Robust encryption, secure gateways, and data privacy measures.

Integrations

Zoho Billing connects with the Zoho ecosystem and external tools for seamless workflows:

• Zoho Apps: CRM, Books, Inventory, Desk, Mail, Sign, Analytics, SalesIQ, Cliq.
• Third-Party: Zapier, Google Workspace, Office 365, WordPress, Zendesk. Explore the full directory for more.

Mobile and Accessibility

• Dedicated apps for iOS and Android enable on-the-go billing, invoicing, and management.
• Real-time sync across devices; web-based for desktops.

Support and Security

• 24/5 support via email, chat, phone, and knowledge base.
• Stellar team for guidance; schedule demos or webinars (e.g., on contract management).
• Top-tier security with encryption and compliance certifications.