Contracts
Create, send, sign, and configure contracts.
- Contract list, filters, and templatesContract search, filtering, and convenient work views.
- Creating and editing a ContractKey fields, dates, amounts, assignees, and relationships.
- Contract card, statuses, and actionsCard information, tabs, statuses, and action menu.
- Contract templates, DOCX documents, and sendingDocument generation, files, and email sending.
- Signing the ContractDocument selection, signatories, sequence, and statuses.
- Contract Addenda, Installments, and ExtensionsCreating addenda and optional installment and extension processes.
- Copying, converting, and deleting a contractSecurely copying, creating projects from, and removing contracts.
- Contract associations and related recordsContacts, financial documents, Tasks, and objects.
- Settings for contract types, statuses, templates, and termsAdministration of types, statuses, fields, templates, and access.