Contracts
Manage service agreements, maintenance contracts, and other formal agreements with your clients.
Overview
The Contracts module allows you to:
- Create and store contracts
- Track contract terms
- Monitor renewals
- Link to billing items
- Manage compliance
Viewing Contracts
Navigate to Billing → Contracts to see all contracts.
Contract List
The list displays:
- Contract name
- Client
- Type
- Start date
- End date
- Status
- Value
Contract Statuses
| Status | Description |
|---|---|
| Draft | Being prepared |
| Active | Currently in effect |
| Expiring Soon | Within 30 days of end |
| Expired | Past end date |
| Renewed | Extended/renewed |
| Cancelled | Terminated early |
Creating a Contract
- Click + Create Contract
- Enter contract details:
- Name - Contract identifier
- Client - Who the contract is with
- Type - Service agreement, maintenance, etc.
- Start Date - When contract begins
- End Date - When contract expires
- Value - Contract value
- Add terms:
- Service scope
- SLA terms
- Payment terms
- Termination clauses
- Attach documents:
- Signed contract PDF
- Addendums
- Attachments
- Click Save
Contract Types
| Type | Description |
|---|---|
| MSP Agreement | Managed services contract |
| Support Plan | Support/helpdesk agreement |
| Maintenance | Hardware/software maintenance |
| Project | Project-based contract |
| SLA | Service level agreement |
| NDA | Non-disclosure agreement |
Contract Detail Page
Overview
- Key dates and terms
- Contract value
- Linked billing items
Documents
- Signed agreements
- Amendments
- Related documents
Billing
- Recurring items tied to contract
- Invoices generated
Activity
- Contract history
- Changes and updates
Renewal Management
Renewal Tracking
Monitor contracts approaching expiration:
- 90-day warning
- 60-day warning
- 30-day warning
- Expired
Renewal Actions
- Renew - Extend the contract
- Renegotiate - Update terms
- Allow to Expire - Don't renew
Auto-Renewal
For auto-renewing contracts:
- Set auto-renewal terms
- Configure renewal notification
- Auto-create renewed contract
Linking to Billing
Connect contracts to billing:
- Link recurring billing items
- Contract value matches billing
- Auto-end billing when contract expires
Document Management
Uploading Documents
- Open contract
- Go to Documents tab
- Click Upload
- Select file
- Add description
Supported Formats
- PDF (recommended)
- Word documents
- Images
eSignature
If integrated with eSignature:
- Send for signature
- Track signing status
- Auto-file signed document
Contract Templates
Create templates for:
- Standard MSP agreements
- Support plans
- Project contracts
Use templates to speed up contract creation.
Reporting
Contract reports include:
- Active contract summary
- Expiring contracts
- Contract value by client
- Renewal pipeline
Best Practices
- Document everything - Have written agreements
- Track renewals - Never miss a renewal
- Link to billing - Ensure alignment
- Store signed copies - Keep official documents
- Review regularly - Update terms as needed
- Use templates - Standardize agreements