Create a contract type using Zoho Contracts

Topics covered in this article

This article explains how to create a contract type using Zoho Contracts. A contract type is a template that, after configured once, can be used to create contracts for new employees without the need of writing the whole contract again.

Who is this article for?

This article is for HR or IT employees.

Prerequisites

Before proceeding, ensure you:

1. Have access to Zoho Contracts module
   
2. Have access to the admin module of Zoho Contracts

Create a new type of contract

After accessing Zoho Contracts, click the "Admin" module and then select the "Contract types" menu:

Click the "New contract type" button to the right:

Now, specify the basic details:

1. Name: the name of the contract. This is important as it allows you to easily select the appropriate type of contract when a contract is created for a recently hired employee
   
2. Category: select the category the contract belongs to
   
3. Intent: select what is the contract going to be used for
   
4. Who is party A / party B: select who (the company or the counterparty) is going to be treated as party A and party B when creating the new contract
   
5. Approval workflow: select the workflow the contract is going to follow to be approved. For this to work, a workflow must be created prior to the configuration of the type of contract
   

Once completed, press the "Next" button on the upper right side of the screen. Now, select if you want to create the contract type from scratch or from a Microsoft Word template. Once the correct option is selected, press "Save and continue":

Now, you can start editing the contract. Change or edit the title or a clause by clicking on the three dots:

To add a new clause to the contract, click the "Add new clause". Select if you want to insert it from the library or insert a new clause:

Now, enter all the required information:

1. Clause type: the type of clause that is being created
   
2. Clause name and title: the name and title that are going to identify the clause
   
3. Clause content: insert all the information that the clause is going to include. You can change the font style, size, alignment and other configurations 

If you click the "Insert fields" button, you can select system fields. This will insert the selected field into the contract. For example, if you insert the "Party A name", Zoho Contracts is going to replace it later (when creating the contract for the employee) with the actual name of party A:

If you need to have variations of the clause, you can create alternatives:

This is helpful in cases in which the same contract is going to be used to create contracts for different job openings. In this example, you could create an alternative for the benefits offered for another position. That way, you can just select a different clause, while using the same base contract.

Once all the information is set correctly, press the "Create and insert" button to insert the clause in the contract. Once all clauses are in place, publish the contract type by pressing the "Publish" button.

Additional resources

Check the Zoho Contracts introduction video for more information:

Next steps

Check the "Create a contract for a recently hired employee using Zoho Contracts" article for more information on how to use a contract type, to create a contract for an employee.

Check the "How to sign a contract"

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