Create contracts from your Zoho Objects in minutes!
Create template contracts using existing data from the Deals, Accounts and Contact objects within Zoho.
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.
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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.
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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?