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Contracts

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Contracts

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: Full-screen editor with three panels — contract details on the left, HTML content in the center, and signatures on the right
  • Contract Types: Contracts appear in the list as Contract, Questionnaire, Subcontract, Lead Form, or Proposal — filter by type to find what you need
  • Templates: Save and reuse contract templates (General, NDA, Service Agreement, SOW, Rental, Event) with dynamic variables that auto-fill with contract details
  • Digital Signatures: Both you and your client can sign directly in the browser using a signature pad
  • Status Tracking: Track every contract through its lifecycle — Draft, Sent, Signed, Active, Completed, Void, or Expired
  • PDF Download: Download a PDF copy of any contract that has been generated
  • Invoice Generation: Convert a signed or active 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 — a contract number is assigned automatically (e.g., CTR-2026-0001)
  3. Optionally link a project and contact
  4. Set start and end dates and a total value
  5. Add internal notes (visible only to you)
  6. Write the contract body in HTML, or select a template to auto-fill the content
  7. Click Save Contract to save as a draft

Use Templates

  1. Click Templates to manage your saved templates
  2. Create a template using HTML and placeholder variables that auto-replace when applied:
    • {{account_name}}, {{contact_name}}, {{contract_number}}, {{contract_title}}, {{total_value}}, {{start_date}}, {{end_date}}, {{today}}, {{year}}
  3. When editing a contract, select a template from the dropdown and click Apply Template to replace the contract body

Send to a Client

  1. Open a draft contract and review the content
  2. Click Send to Client in the footer — the contract saves automatically and the status changes to Sent

Sign a Contract

  1. Open a contract and go to the Signatures panel on the right
  2. Draw your signature on the Provider pad, enter your printed name, and click Sign as Provider
  3. To record the client's signature, draw it on the Client pad and click Record Client Signature
  4. Once both parties have signed, the status updates to Signed automatically

Generate an Invoice

  1. From the list, click Generate Invoice in the row actions of a signed or active contract
  2. An invoice is created and linked to the contract — you'll be prompted to open it immediately

Download a PDF

  • Click PDF in the contract editor header, or use the Download PDF row action in the list (only available when a PDF has been generated)

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 the formatted contract before sending; existing contracts open in Preview mode by default
  • Filter the list by Status or Type to quickly find specific contracts
  • Search by contract number, title, or account name; click any column header to sort
  • Select multiple contracts with the checkboxes to delete them in bulk
  • Send a contract directly from the list using the row Send action — no need to open the editor first
  • Contracts created from a project page automatically pre-fill the account and project fields
  • When both parties sign, any connected automations are triggered automatically
  • Default system templates cannot be deleted — only custom templates you create can be removed
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