ZetDoc settings
P0 · MVPDocument types, numbering, letterheads, approvals, e-sign, field mapping, permissions and storage. Every change is audited.
ZetDoc isn't part of your company's suite
ZetDoc: proposals, contracts and letters from templates, with e-sign. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Draft from a brief
- Clause suggestions
- Risk review
- Summarise a contract
Your admin decides which apps your company uses.
You don't have access to this page
Your ZetDoc role is Employee. This page is for other roles.
Recent changes
Audit log- Proposal template v4 publishedTemplates · Aarav Mehta · 21 Oct
- Non-standard clause rule now routes to LegalApproval rules · Priya Desai · 18 Oct
- Signing link expiry set to 14 daysE-sign · Aarav Mehta · 9 Oct
- Letterhead footer updated for MumbaiBranding · Meera Iyer · 2 Oct
Every change is written to the company audit trail with who, what and when.
Document stages ZetSuite default
ZetSuite default, then the Real Estate template, then your changes. Every document moves through these.
- 1DraftAuthor is writing, only visible to the team
- 2In reviewApprovers from the approval rules
- 3ApprovedReady to send, wording frozen
- 4SentRecipients have the signing link
- 5ViewedA recipient opened it
- 6SignedEveryone signed, audit certificate attached
- 7DeclinedA recipient declined with a reason
- 8ExpiredSigning link ran out
Document types Industry template
ZetSuite default, then the Real Estate template, then your changes. Types appear in New document and the template library.
- 1Booking form1 template(s)
- 2Allotment letter1 template(s)
- 3Sale agreement1 template(s)
- 4Rental agreement0 template(s)
- 5Channel partner agreement1 template(s)
- 6NDA1 template(s)
Document stages ZetSuite default
ZetSuite default, then the SaaS / IT template, then your changes. Every document moves through these.
- 1DraftAuthor is writing, only visible to the team
- 2In reviewApprovers from the approval rules
- 3ApprovedReady to send, wording frozen
- 4SentRecipients have the signing link
- 5ViewedA recipient opened it
- 6SignedEveryone signed, audit certificate attached
- 7DeclinedA recipient declined with a reason
- 8ExpiredSigning link ran out
Document types Industry template
ZetSuite default, then the SaaS / IT template, then your changes. Types appear in New document and the template library.
- 1Proposal1 template(s)
- 2MSA1 template(s)
- 3Order form1 template(s)
- 4SOW1 template(s)
- 5DPA1 template(s)
- 6SLA1 template(s)
- 7NDA1 template(s)
Document numbering
Tokens: {ORG} {TYPE} {YYYY} {YY} {MM} {###}. Templates can override their pattern in the designer.
| Type | Pattern | Next number | Counter resets |
|---|---|---|---|
| Booking form | |||
| Allotment letter | |||
| Sale agreement | |||
| Rental agreement | |||
| Channel partner agreement | |||
| NDA | |||
| Proposal | |||
| MSA | |||
| SOW | |||
| Offer letter | |||
| Experience letter | |||
| Relieving letter |
Document numbering
Tokens: {ORG} {TYPE} {YYYY} {YY} {MM} {###}. Templates can override their pattern in the designer.
| Type | Pattern | Next number | Counter resets |
|---|---|---|---|
| Proposal | |||
| MSA | |||
| Order form | |||
| SOW | |||
| DPA | |||
| SLA | |||
| NDA | |||
| Offer letter |
Skyline Realty Pvt. Ltd.
🇮🇳 MumbaiGSTIN 27AAKCS4471F1Z2Skyline Realty Middle East FZ-LLC
🇦🇪 DubaiTRN 100398877700003Nordwind Software B.V.
🇳🇱 AmsterdamKvK 71234567 · BTW NL859012345B01Approval rules
Checked top to bottom. A document collects every matching level, in order, without duplicates.
| Rule | Applies to | When | Approvers in order | On | |
|---|---|---|---|---|---|
| High value proposals | Proposal | Value above ₹25,00,000 | Head of Sales | ||
| Non-standard clause | All types | Any alternate or edited clause | Legal | ||
| Agreements | MSA, Sale agreement, Channel partner agreement | Always | Legal→Director | ||
| Offer letters | Offer letter | Always | HR→Hiring manager | ||
| Booking discounts | Booking form | Discount above 3% | Head of Sales→Finance |
Documents go straight to signing. Add a rule to require review for high values or non-standard clauses.
Approval rules
Checked top to bottom. A document collects every matching level, in order, without duplicates.
| Rule | Applies to | When | Approvers in order | On | |
|---|---|---|---|---|---|
| Large deals | Proposal, Order form | Value above €100,000 | Sales Manager→CFO | ||
| Non-standard clause | All types | Any alternate or edited clause | Legal | ||
| Data processing | DPA | Always | Legal (DPO) |
Documents go straight to signing. Add a rule to require review for high values or non-standard clauses.
Escalation
Signing methods and verification
At least one method must stay on.
Reminders, expiry and audit certificate
Each connected app fills its merge fields from the field you pick here. ZetDoc works without any of them: unmapped fields are typed in.
ZetCRM to ZetDoc
| ZetDoc field | Fills from |
|---|---|
| client.name | |
| client.contact | |
| deal.value | |
| deal.close_date |
ZetSales to ZetDoc
| ZetDoc field | Fills from |
|---|---|
| quote.lines | |
| quote.total | |
| payment_plan.table |
ZetWork to ZetDoc
| ZetDoc field | Fills from |
|---|---|
| project.name | |
| milestones.table | |
| budget |
ZetATS to ZetDoc
| ZetDoc field | Fills from |
|---|---|
| candidate.name | |
| ctc | |
| joining_date |
ZetPeople to ZetDoc
| ZetDoc field | Fills from |
|---|---|
| employee.name | |
| employee.id | |
| last_working_day |
Roles & permissions
Click a cell to change it. Admin always keeps settings access, and only Legal edits locked clauses by default.
| Permission | Admin | Legal | Author | Viewer |
|---|---|---|---|---|
| Create documents | ||||
| Create and edit templates | ||||
| Publish template versions | ||||
| Lock templates for legal | ||||
| Edit locked clauses | ||||
| Use alternate clauses without approval | ||||
| Approve documents | ||||
| Send for signature | ||||
| See all documents | ||||
| Change ZetDoc settings |
Notifications
Who hears about what, and where.
| Event | Who | In-app | ZetChat | |
|---|---|---|---|---|
| Approval requested | Approvers | |||
| Document viewed by recipient | Owner | |||
| Document signed by all | Owner and CC | |||
| Document declined | Owner and manager | |||
| Signing link expires in 3 days | Owner | |||
| Contract renews in 30 days | Owner and Legal | |||
| New template version published | Authors |
Retention
How long documents are kept after they're signed, declined or expired.
Storage
Export signed PDFs and audit certificates to a shared folder
Export signed documents to SharePoint or OneDrive
Bring envelopes and signed agreements over from DocuSign