Create and Manage Contract
How to create and manage a "Contract"
From the main menu choose "Sales" then " Contract"
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1146_1fbd50y.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1150_1k9k56j.png)
You can customize them using the side panel.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1152_uiwkhc.png)
Once you are done you can save your contract and it will automatically bring you to the preview page.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1153_18cbqc6.png)
From the preview, you can see from the left-hand side the options to edit your contract, get the link or send it.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1154_18d6z3o.png)
From the main menu choose "Sales" then " Contract"
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1146_1fbd50y.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1150_1k9k56j.png)
You can customize them using the side panel.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1152_uiwkhc.png)
Once you are done you can save your contract and it will automatically bring you to the preview page.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1153_18cbqc6.png)
From the preview, you can see from the left-hand side the options to edit your contract, get the link or send it.
![](https://storage.crisp.chat/users/helpdesk/website/f64f1d20d5c44800/screen-shot-2022-03-28-at-1154_18d6z3o.png)
Updated on: 03/28/2022
Thank you!