How to create a new contract ?

1. Access your CRM module.
2. In the main menu, select the Contracts tab.
3. Once on the contracts page, click the Add Contract button.
4. Fill in the general information of the contract, such as the subject, value, and description.
5. Select the start and end dates of the contract, the relevant client, and the appropriate contract type.
6. Click the Save button to save the general information of the contract.

Now, let’s move on to the next steps to complete the process:

7. Under the Contract Tags section, enter the variables you wish to include in the contract.
8. Go to the Contract Preview section to preview your contract.
9. Use the Contract Attachments section to upload relevant files related to the contract, such as documents or photos.
10. Check the Renewal History to see information on previous renewals.
11. Access the Contract History to view the complete history of contracts.
12. In the Contract Tasks section, click on Add Task to create new tasks associated with the contract.
13. A pop-up window will open for you to enter the task details, including the subject, priority, start and end dates, and description.
14. Check the Public and Billable boxes according to your preferences to make the task visible to all collaborators and to have it displayed as a line item when creating the invoice.
15. Finally, click the Save button to save the new task added.