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Contract Management

The Contract Management section provides a complete solution for handling all your business contracts in one place. You can create new contracts, assign them to users, track their status, and manage contract types with ease.

25.1 Manage Contracts​

  • To create a new contract, click the “Create” button to open the Create Contract form. Enter the Subject, Value, Start Date, End Date, Status, Contract Type, and Users. You can also toggle Sync to Google Calendar if needed, then click Create.
  • The Manage Contracts page displays all contracts with columns for Contract Number, Subject, User Name, Value, Type, Start Date, End Date, and Status. Use the Search bar or filter by Type, Status, User, Start Date, and End Date to locate specific records. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right.
  • Contract statuses include: Pending, Accepted, Declined, and Closed. In the Actions column, you have several options.
  • Click the Duplicate icon to open the Duplicate Contract form, where the subject is pre-filled with “(Copy)” and you can update the Contract Value, Contract Type, Start Date, End Date, Status, and Assigned User, then click Duplicate to create a copy.
  • Click the Preview icon to open the Contract Preview page, which displays the full contract including Contract Information, Contract Details, Description, and the Signatures section showing both the company and user signatures along with their signed dates. Use the Print or Download icons at the top right to save or print the contract. Click View to see complete contract details, Edit to update any information, or Delete to remove the contract.
  • When click the view action open a contract, the Details Contract page displays a complete overview. The header shows the contract name, contract number, Status badge, Client, Created Date, Contract Value, and Contract Type tag. Use the preview icon (document icon) at the top right to open the Contract Preview, and the download icon to download the contract as a PDF. The page is divided into five tabs: Details, Attachments, Comments, Notes, and Renewals.
  • Details: Displays the full Contract Information including Contract Number, Client, Contract Type, Contract Value, Start Date, End Date, Duration, Created Date, and Status. Below, the Description section shows the contract description with a rich text editor, click the edit icon to update it. At the bottom, the Signatures section shows the Company and Client signatures along with their signed dates.
  • Attachments: Lists all files attached to the contract, showing Preview, File Name, Uploaded By, Date, and Actions. Use the upload icon (top right) to add new files. Each attachment can be previewed, downloaded, or deleted using the action icons.
  • Comments: Displays all comments on the contract. Type your comment in the text box and click Send to post it. Existing comments show the author’s avatar, name, timestamp, and message. Each comment can be edited or deleted using the action icons. Use the search bar to find specific comments.
  • Notes: Displays all internal notes on the contract. Type your note in the text box and click Send to save it. Existing notes show the author’s avatar, name, timestamp, and message. Each note can be edited or deleted using the action icons. Use the search bar to find specific notes.
  • Renewals: Lists all contract renewals showing Start Date, End Date, Value, Status, and Created By. Click “Create” to open the Add Contract Renewal form, enter the Start Date, End Date, Value, Status (default: Pending), and Notes, then click Create. Each renewal can be viewed, edited, or deleted using the action icons. Use the search bar and pagination controls to navigate through renewals.

25.2 Contract Types​

  • To create a new contract type, click the “Create” button to open the Create Contract Type form. Enter the Name and toggle the Status switch to set it as Active or Inactive, then click Create.
  • The Manage Contract Types page displays all contract types with columns for Name, Contracts (showing the contract numbers linked to each type as badges), and Status. Use the Search bar or filter by Status to locate specific records. Click Apply to filter and Clear to reset. All entries can be Edited and Deleted using the action icons.