Workflow

Purchase Management — Contracts, templates and signatures

Create vendor contracts, use templates, attach files, comment, sign, email and link tasks/reminders/payments.

34 connected guidesLive filterPermission-aware instructions

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34 guides

Create a purchase contract

Create a purchase contractCreate a vendor agreement linked to purchasing and optional CRM records.Admin Area → Purchase → Contracts → New Contract

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Edit a purchase contract

Edit a purchase contractUpdate an editable vendor contract.Admin Area → Purchase → Contracts → open contract → Edit

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View a purchase contract

View a purchase contractReview contract content, commercial terms, signature, files, comments, notes, tasks and reminders.Admin Area → Purchase → Contracts → open contract

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Delete a purchase contract

Delete a purchase contractRemove a contract through the supported action after reviewing evidence and links.Admin Area → Purchase → Contracts → Delete

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Validate a purchase-contract number

Validate a purchase-contract numberResolve duplicate or invalid contract numbering.Admin Area → Purchase → Contracts → New/Edit → Contract Number

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Set purchase-contract identity and service category

Set purchase-contract identity and service categoryEnter contract name and service category.Admin Area → Purchase → Contracts → New/Edit

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Link a purchase contract to a vendor

Link a purchase contract to a vendorChoose the contracting vendor.Admin Area → Purchase → Contracts → New/Edit → Vendor

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Link a purchase contract to a purchase order

Link a purchase contract to a purchase orderChoose the related purchase order.Admin Area → Purchase → Contracts → New/Edit → Purchase Order

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Link a purchase contract to a project and department

Link a purchase contract to a project and departmentSelect the CRM project and department.Admin Area → Purchase → Contracts → New/Edit

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Set contract payment terms, amount and cycle

Set contract payment terms, amount and cycleEnter payment terms, payment amount and payment cycle.Admin Area → Purchase → Contracts → New/Edit

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Set the purchase-contract value

Set the purchase-contract valueEnter the total contract value.Admin Area → Purchase → Contracts → New/Edit

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Set contract signer and email

Set contract signer and emailChoose/enter signer information required by send/sign flows.Admin Area → Purchase → Contracts → New/Edit

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Write purchase-contract description and content

Write purchase-contract description and contentUse the contract editor and description fields.Admin Area → Purchase → Contracts → New/Edit

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Set the contract signed status

Set the contract signed statusRecord the supported signed-status value.Admin Area → Purchase → Contracts → open contract → Signed Status

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Create a purchase contract template

Create a purchase contract templateSave reusable contract content.Admin Area → Purchase → Contracts → Templates → New

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Edit a purchase contract template

Edit a purchase contract templateUpdate template name or content.Admin Area → Purchase → Contracts → Templates → Edit

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Delete a purchase contract template

Delete a purchase contract templateRemove an unused template.Admin Area → Purchase → Contracts → Templates → Delete

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Apply a template to a purchase contract

Apply a template to a purchase contractInsert reusable content in the contract editor.Admin Area → Purchase → Contracts → New/Edit → Templates

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Upload a purchase-contract attachment

Upload a purchase-contract attachmentAttach a file to a contract.Admin Area → Purchase → Contracts → open contract → Files → Upload

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Download a purchase-contract attachment

Download a purchase-contract attachmentOpen an authorised contract file.Admin Area → Purchase → Contracts → open contract → Files → Download

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Delete a purchase-contract attachment

Delete a purchase-contract attachmentRemove a contract file.Admin Area → Purchase → Contracts → open contract → Files → Delete

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Add a purchase-contract comment

Add a purchase-contract commentRecord discussion on the contract.Admin Area → Purchase → Contracts → open contract → Comments

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Edit or remove a purchase-contract comment

Edit or remove a purchase-contract commentMaintain existing discussion through the supplied comment actions.Admin Area → Purchase → Contracts → open contract → Comments

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Add a purchase-contract note

Add a purchase-contract noteRecord an internal note.Admin Area → Purchase → Contracts → open contract → Notes → Add

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Create a task from a purchase contract

Create a task from a purchase contractUse the CRM task relation exposed by the contract view.Admin Area → Purchase → Contracts → open contract → Tasks → New

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Create a reminder for a purchase contract

Create a reminder for a purchase contractUse the CRM reminder tab.Admin Area → Purchase → Contracts → open contract → Reminders → New

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Generate a purchase-contract PDF

Generate a purchase-contract PDFRender the contract PDF.Admin Area → Purchase → Contracts → open contract → PDF

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Send a purchase contract by email

Send a purchase contract by emailChoose recipients and optional PDF attachment.Admin Area → Purchase → Contracts → open contract → Send Contract

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Sign a purchase contract

Sign a purchase contractCapture the supported signature and update evidence.Admin Area → Purchase → Contracts → open contract → Sign

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Clear a purchase-contract signature

Clear a purchase-contract signatureRemove the stored signature through the supported clear action.Admin Area → Purchase → Contracts → open contract → Clear Signature

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Use SMS when a vendor signs a contract

Use SMS when a vendor signs a contractVerify the optional SMS notification after signature.Admin Area → Purchase → Contracts → vendor signs; Purchase Options → SMS

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Filter purchase contracts

Filter purchase contractsFilter by vendor, department, project and purchase order.Admin Area → Purchase → Contracts

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View project-linked purchase contracts

View project-linked purchase contractsUse the Purchase Contracts tab on a CRM project.Admin Area → Projects → open project → Purchase Contracts

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Troubleshoot purchase-contract email or signing

Troubleshoot purchase-contract email or signingCheck signer/email, SMTP, SMS option, files, permissions and current signed state.Admin Area → Purchase → Contracts → open contract

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