Contracts

Generate professional contracts from proposals or create standalone contracts. Manage contract lifecycle and e-signatures.

What are Contracts?

Contracts are legal agreements between you and clients. SWELLEnterprise helps you:

• Generate Contracts: Create from proposals or templates
• Customize Terms: Add your terms and conditions
• E-Signatures: Digital signature support
• Track Status: Monitor contract status
• Manage Renewals: Track contract renewals

Creating Contracts

From Proposal

Convert accepted proposal:

1. Open Proposal: Go to accepted proposal
2. Click "Generate Contract": Contract button
3. Review Terms: Check contract terms
4. Customize: Add/modify terms if needed
5. Generate: Contract created
6. Send: Send to client for signature

Standalone Contract

Create new contract:

1. Go to Contracts (or Proposals → Contracts)
2. Click "New Contract"
3. Select Client: Choose contact/company
4. Use Template: Start from template (optional)
5. Add Content: Contract terms and details
6. Save: Contract created

Contract Content

Standard Sections

Contract Includes:

• Parties: Your company and client
• Services: What's being provided
• Pricing: Payment terms and amounts
• Timeline: Project timeline and deadlines
• Terms: Legal terms and conditions
• Signatures: Signature blocks

Customizing Terms

Add Sections:

• Payment terms
• Delivery terms
• Cancellation policy
• Intellectual property
• Confidentiality
• Liability clauses

E-Signatures

Requesting Signature

1. Complete Contract: Finish contract content
2. Click "Request Signature": Signature button
3. Enter Signer Email: Client email address
4. Send: Contract sent for signature
5. Client Signs: Client signs digitally
6. Contract Executed: Fully signed contract

Signature Process

For Client:

1. Receives email with contract link
2. Opens contract
3. Reviews terms
4. Signs digitally
5. Contract executed

For You:

1. Receive notification when signed
2. Download signed contract
3. Contract stored securely
4. Both parties have copy

Contract Status

Draft

Contract being created:

• Not sent yet
• Can edit freely
• Not visible to client

Sent

Contract sent to client:

• Awaiting signature
• Client can view
• Can sign

Signed

Contract fully executed:

• All parties signed
• Contract active
• Legally binding
• Can download PDF

Expired

Contract expired:

• Past expiration date
• No longer active
• Can renew if needed

Contract Management

Viewing Contracts

1. Go to Contracts
2. See all contracts
3. Filter: By status, client, date
4. Search: Search contract content
5. View Details: Open contract

Renewing Contracts

For recurring contracts:

1. Open Contract: Find expiring contract
2. Click "Renew": Renew button
3. Review Terms: Check terms still apply
4. Update Dates: Set new dates
5. Generate New: New contract created
6. Send: Send for signature

Best Practices

1. Use Templates: Start from contract templates
2. Legal Review: Have contracts reviewed by legal
3. Clear Terms: Use clear, understandable language
4. Track Expirations: Monitor contract expiration dates
5. Renew Promptly: Renew before expiration
6. Store Securely: Keep signed contracts safe
7. Follow Up: Follow up on unsigned contracts

Integration with Other Modules

Contracts link to:

• Proposals: Generate from proposals
• CRM: Link to contacts/companies
• Finance: Create invoices from contracts
• Projects: Link to projects

Troubleshooting

Contract not generating?

• Check proposal is accepted
• Verify contract module active
• Ensure client information complete
• Try refreshing page

Signature not working?

• Check e-signature is enabled
• Verify client email is correct
• Test signature process
• Check signature service connection

Can't download contract?

• Verify contract is signed
• Check file permissions
• Try different browser
• Contact support if needed

For more help, see Common Issues.

Next Steps

• Proposals Overview - Create proposals
• Templates - Use contract templates
• Creating Invoices - Bill from contracts

Updated on: 10/03/2026