Click on the Contracts link in the aside menu, and on the left side, there is a button New Contract.
- Trash
Hide from customer – If this field is checked, the contract won’t be shown in the customer area, and customer contacts with permission for contracts won’t receive an expiry reminder email. - Subject for the contract – For your own usage.
Contract value – Provide the contract value. The base currency is used.
Contract type – You can organize your contracts by types. To add a new contract type, navigate to Setup -> Contracts -> Contract Types. - Contract start date
- Contract end date – This field is optional, and if left empty, no expiry notification will be sent.
Contract Content
After you create the initial contract with all the necessary information, you can add contract content to be shown on the PDF.
The text/content inside the editor will be compiled into a PDF, and you can easily send this PDF to the customer by clicking on the top-right envelope icon.
You need to click on the green Save Contract button to save the contract content.
Contract Attachments
Attachments are optional. If you upload a file, it will also be visible on the customer’s side, and the customer can download the contract.