Create and Manage Contract

How to create and manage a "Contract"

1. From the main menu choose "Sales" then " Contract"

2. Click on "New Contract".

• From there, you must fill in all the details needed.
• Make sure that you attach the contract to your client, contact, or leads. ( Recipient )
• Add a title.
• Then create your contract from the description box or choose from your templates.

3. You can customize them using the side panel.

4. Once you are done you can save your contract and it will automatically bring you to the preview page.

5. From the preview, you can see from the left-hand side the options to edit your contract, get the link or send it.

Updated on: 03/28/2022