“Thought is measurable; intelligence is not.”― J. Krishnamurti
Introduction
Contracts or legal agreements between parties occur in all businesses. However, the paperwork is mostly based on a specific template for a business with only the data differ for the parties involved. In addition to this, the Signatures of the parties too have to be either manual or scanned and imprinted.
Zoho Writer, Zoho Creator and Zoho Sign combination will help in Document template creation, customization of the data entry based on template selection and finally the e-Sign of documents will be done quickly and securely.
Use Case
Assuming you are running a real estate firm which takes care of creating rental agreements/contracts for the Land Lords and Tenants. There will be a definite template you have to stick with for the overall terms and conditions as well as clauses.
The different data which you normally enter are date of agreement, names of tenant and landlord, property name and location, renewal frequency and the agreement period validity. Every time you have to open the template document and find/replace the old data with new information. This at time may be causing incorrect entries and needs proofreading manually. Finally, in order to get the Signature of the parties involved, you will have to wait for the best time for both to arrive and do physical sign and other issues.
To avoid this difficult or duplicate process, Zoho Creator app with simple data entry form along with Zoho Writer which holds the Document Template and fields to be populated from the data entry form. Upon filling up the Zoho Creator Form, the values which are entered in the front end will automatically be mail merged into a new Document based on your naming convention. This document is an extract of the template created by you/your company. Upon submission of the form, the API integration takes care of populating the right fields with the right values, sending the document for Signature to both parties.
Below are the mandatory items needed to make this work:
1) A document template for the contract with the relevant fields configured in Zoho Writer along with Signature fields
2) A valid Zoho Sign License to take care of sending notifications to the parties to Sign and complete
3) A Basic Zoho Creator Form with the API Integration of Zoho Writer and Zoho SIgn workflows to complete the overall flow.
Advantages of Zoho Suite
Zoho Creator helps in preparing the relevant form and also generates document based on the template. The workflow optimization uses the Integration APIs of Zoho Writer helps in populating the template with right field values. Thus, it ensures error free documentation for the contract. Finally, with the e-Signature features of Zoho Sign helps in fully automating the overall business process and reduce the manual tasks and also storage of documents in electronic format. Finally, the productivity and cost saving is huge by having the simplified accurate process of contracts or legal documents.
Conclusion
Contracts, Legal Agreements and other key documentation processes involved in every big enterprise. These are time-consuming and also delay the execution of a contract. The adoption of cloud based Zoho Creator Low code app with the integration of Zoho Writer/Sign helps in solving these challenges effectively.