Contracts

What it does

Contracts lets you create professional agreements, send them to clients for review, and collect e-signatures. Contracts track their lifecycle from draft through signed to expired, with renewal reminders.

Key actions

• Create contracts from scratch or from templates
• Send contracts to clients for e-signature
• Track contract status (draft, sent, signed, expired)
• Renew contracts
• Link contracts to contacts and proposals

Getting started

Go to Contracts in the sidebar. Create a new contract, fill in the terms, and send it to your client. They can review and sign online.