Click on the Contracts link from the left sidebar menu and on the left side there is a button New contract .

• Trash: If you add the contract to the trash, it will not be displayed in the customer area, nor included in the table and other statistics. It will not be displayed by default when you have the list of all contracts.
• Do not show to customer – If this field is checked, the contract will not be displayed in the customers area and customer contacts with permission for contracts will not receive an expiration reminder email.
• Subject of the contract – For your own use
• Contract Value – Indicate this contract value – The base currency is used.
• Contract Type – You can organize your contracts into types. To add a new contract type, go to Settings→ Contracts→ Contract Types
• Contract start date
• Contract End Date – This field is optional and if the end date is blank, no expiration notification will be sent.
• Description: For your own use

Content of the contract #

After creating the initial contract with all the necessary information, you can add the contract content to display in PDF format.

The text/content inside the editor will be compiled into a PDF and you can easily send this PDF to the client by clicking the envelope icon on the top right.

You must click on the green button Save the contract in order to safeguard the content of the contract.

Attachments to the contract #

Optional attachments area. If you also upload a file, this file will be visible to the customer side and they will be able to download the contract.