Contracts and documents
Create, send, sign, renew and organise contracts and supporting files.
Create a contract
Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.
Open guide →GuideUse contract templates
Use contract templatesReuse approved wording when drafting a new or existing contract.
Open guide →GuideSend a contract for review and signature
Send a contract for review and signatureEmail the secure client link and monitor signature status.
Open guide →GuideManage contract signatures
Manage contract signaturesReview signed information and clear or update signature state only when operationally justified.
Open guide →GuideRenew a contract
Renew a contractCreate a renewal entry with revised dates, value and notes while keeping history.
Open guide →GuideManage contract comments, notes and attachments
Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.
Open guide →GuideConfigure contract types
Configure contract typesCreate consistent contract classifications for filtering and reporting.
Open guide →