Contracts Management Guide: Company Profile / Owner

Getting Started

1. Log In:
2. Sign in to your Company/Owner Profile.
3. Navigate to Contracts:
4. Go to Contracts in the main navigation menu.

Contract Dashboard

View Elements Include:

1. Value of Contracts:
2. Total
3. Current month
4. Current week
5. Past 30 days
6. List of Customers:
7. Customers the contracts are shared with.

List Details:

1. ID
2. Subject
3. Customer Name
4. Contract Type
5. Contract Value
6. Start & End Dates
7. Status

Options for Each Contract:

1. Duplicate
2. View
3. Edit
4. Delete

Creating a Contract

1. Initiate Creation:
2. Click the green button in the upper-right corner of the contract dashboard.
3. Edit Contract Options:
4. Subject
5. Customer
6. Contract Type
7. Contract Value
8. Start & End Dates
9. Description
10. Status

Duplicating a Contract

1. Duplicate Action:
2. Click the “Duplicate” button in the action buttons list.
3. Contract Duplication:
4. A duplicate contract retains all details from the original.

View Mode

Divided into Four Sections:

1. General:
2. Basic contract details, attachments, comments, and notes.
3. Attachment:
4. Upload or attach files to the contract.
5. Comments:
6. User comments on the contract.
7. Notes:
8. Additional notes related to the contract.

Additional Action Buttons

In the top right-hand corner of the view mode, you have five additional action buttons:

1. Send Email:
2. Click to send the contract to the user assigned as the recipient.
3. Duplicate:
4. Duplicates the contract.
5. Download:
6. Download the contract as a PDF.
7. Preview:
8. Check the layout view of the contract you created.
9. Accept/Decline:
10. Click to update the contract status.

Note:

1. Signature:
2. For new contracts, add a signature.
3. For existing open contracts, edit your signature.

Delete Contract

1. Delete:
2. Removes the contract from the system.

Use this guide to effectively manage contracts, create new ones, and navigate through the various options available in the Contracts module.