Here’s how you can access the contract module

Login [via company creds] > on left navigation bar, click on contracts > You’ll see the contract module dashboard with below elements:

• Statistics [number] of the Contracts on the platform
  • Total contracts
  • Current month contracts
  • Current week contracts
  • Past 30 days contracts
• List of customers the contracts are shared with; the below details of

  customer is presented:

  • ID – the contract ID of the customer
  • Subject – Subject of the Contract shared with customer
  • Customer name
  • Contract type – if the contract is for sales purpose or for onboarding purpose, etc.[this can be set from admin side]
  • Contract value – the value is an amount for which the contract is for
  • Start date – Contract valid from date
  • End date – Contract valid up-to date
  • Status – if the contract is open or closed
  • Action buttons – Duplicate, View, Edit, Delete
  • Search option
• Create button [upper right corner in

  Contract dashboard]

  • Subject –  Subject of the Contract shared with customer
  • Customer – dropdown list to select the customer
  • Contract type – if the contract is for sales purpose or for onboarding purpose, etc. [this can be set from admin side]
  • Contract value – the value is an amount for which the contract is for
  • Start date – Contract valid from date
  • End date – Contract valid up-to date
  • Description

    –  enter what is the contract about

  • Status –  open/close
• Action buttons in list of contracts
  • Duplicate –  create a copy of the contract with same details
  • View – lets you view the contract details and manage it
    • Upon clicking on view, you’ll see new screen with contract fields and textboxes; divided into 4 parts
      • General – you get basic contract details like, stats of the below(attachments, comments, notes), add description in contract.
      • Attachment – you can upload/ attach any file with your contract.
      • Comments – you and the ones the contract is shared with [users of the system], can comment in this section.
      • Notes – you can add notes on top of general description or in case of any additional information needs to be sent in a contract.
    • Action buttons:
      • Send email –  upon clicking on this button,the contract is sent to the ID of the particular user for whom the contract is created.
      • Duplicate –  creates the copy of contract with similar details
      • Comments – Download – you can to download the contract as a PDF
      • Notes – Preview – you can check the layout view of the contract you created
      • Notes – Signature – for new contracts you can add signature to the contract using this option and for the already existing open ones, you can edit your signature using this option.
  • Edit – lets you edit the basic contract details, which you added while creating a new contract
  • Delete – deletes the contract from the list