Create contracts from your Zoho Objects in minutes!

Create template contracts using existing data from the Deals, Accounts and Contact objects within Zoho.
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Say goodbye to the hassles of using multiple tools

Generate error-free template contracts every time

Streamline contract creation when you auto-fill contract values using Zoho data into SpotDraft templates.

You can place separate buttons for each SpotDraft contract template on any Zoho object and label it for easy identification. 

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Create and manage proposals within Zoho

Let SpotDraft auto-fill your proposals with Deals or Account Object data and generate an error-free standard contract in minutes.

Save SpotDraft contract details on Zoho for easy search and retrieval.

Customize SpotDraft buttons for every Zoho object

To ensure your organisational standards are followed for every deal, SpotDraft lets you set conditions across Zoho objects and create custom buttons that are labeled for easy identification. 

You can unlock the relevant contracts when required conditions are met, without intervention and confusion.

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FAQ

We’re here to help with any questions you have.

What does the SpotDraft–Zoho CRM integration do?

Who is this SpotDraft-Zoho integration for?

How does “one-click” creation work inside Zoho?

Which Zoho objects are supported?

What types of contracts can we create?

What data gets pulled from Zoho into a contract?

What do we need before enabling the integration?

What happens if there's an error during field mapping?

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