How to Create a New Contract

Step-by-Step Process

1. Go to:
   From the left-hand menu, click Contracts, then click the “New Contract” button on the top-left.

2. Fill Out Contract Details:

   • Hide from Customer (optional):
     Check this if you don’t want the contract visible in the client portal or if you don’t want expiry reminders sent.

   • Subject:
     Enter a subject line to identify the contract internally.

   • Contract Value:
     Enter the total contract amount. (Base currency is used.)

   • Contract Type:
     Organize your contracts by type. To add more types, go to
     Setup → Contracts → Contract Types.

   • Start Date:
     Set the contract’s start date.

   • End Date (optional):
     Leave blank if the contract is open-ended. If filled, the system will send expiry reminders.

✍️ Add Contract Content

After saving the contract details:

• A content editor will appear.

• Add your contract text using the editor—this will be compiled into a PDF for sharing.

• Click the green “Save Contract” button to save the content.

📎 Attachments (Optional)

• You can upload files (e.g., scanned contract, annexes).

• Uploaded files will be visible and downloadable by the customer from their portal (unless “Hide from Customer” is enabled).

📧 Sending the Contract

Once the contract is ready:

• Click the envelope icon (top-right) to send it via email.

• The email will include the PDF version of the contract.