Contracts

Create, send, and sign business contracts — all in one place. Manage the full contract lifecycle from draft to completion, with built-in digital signatures and invoice generation.

Key Features

• Contract Editor: Write contract content in a rich text editor with a live preview of the final document
• Templates: Save reusable contract templates with dynamic variables that auto-fill with account and contract details
• Digital Signatures: Both you and your client can sign contracts directly in the browser using a signature pad
• Status Tracking: Track every contract through its lifecycle — Draft, Sent, Signed, Active, Completed, Void, or Expired
• Invoice Generation: Convert a signed contract into an invoice with one click
• Account & Project Linking: Associate contracts with accounts, projects, and contacts for full CRM context

How to Use

Create a Contract

1. Click New Contract in the top bar
2. Enter a title and select the account this contract is for
3. Optionally link a project and contact
4. Set start and end dates and a total value
5. Write the contract body in the editor, or select a template to auto-fill the content
6. Click Save Contract to save as a draft

Use Templates

1. Click Templates to manage your saved templates
2. Create a template with placeholder variables — these auto-replace when applied:
   • Account name, contact name, contract number, title, value, dates
3. When editing a contract, select a template from the dropdown and the body fills automatically

Send to a Client

1. Open a draft contract and review the content
2. Click Send to Client — the status changes to Sent
3. Both parties can now add their signatures

Sign a Contract

1. Open a sent contract
2. In the Signatures panel on the right, draw your signature on the signature pad
3. Enter your printed name below the signature
4. Click Sign — your signature is saved with a timestamp
5. Once both parties have signed, the contract status updates to Signed

Generate an Invoice

1. Open a signed or active contract
2. Click Generate Invoice from the row actions or contract editor
3. An invoice is created and linked to the contract automatically

Void a Contract

1. Open any sent, signed, or active contract
2. Click Void in the footer — the contract is cancelled and marked as Void

Tips

• Use the Preview toggle in the editor to see how the formatted contract will look before sending
• The contract list supports search by contract number or title, and can be filtered by status
• Click any column header to sort the list
• Select multiple contracts with the checkboxes to delete them in bulk
• Contracts created from a project page will automatically pre-fill the account and project fields