Quotes and contracts
How to create a contract
Gather the agreement type, dates, terms and documents on one contract, and follow every change through the activity history.
Step by step
- Choose a customer or party
Start with the relevant customer or contracting party.
- Create the contract
Add title, type, start date, end date and terms.
- Add documents
Upload relevant files or use a template where relevant.
- Keep a history
Use the activity history to track changes.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.