Skip to main content
The Contracts module manages the full lifecycle of customer and supplier contracts — from drafting and e-signature through to milestone tracking, amendments, and renewal alerts.

​
What Contracts owns

  • Contracts — the master contract record with parties, value, and dates
  • Milestones — payment or delivery milestones linked to contract terms
  • Signatures — e-signature requests and signed document storage

​
Data flows into Contracts from

ModuleWhat it sends
CRMCustomer data for contract creation

​
Data flows out of Contracts to

ModuleWhat it sends
FinanceContract value for revenue recognition

​
Common tasks

​
Create a contract

1

Open Contracts → New Contract

2

Link to a customer

Select the customer from your CRM. Their details pre-populate the contract.
3

Set contract terms

Enter start date, end date, contract value, payment terms, and renewal conditions.
4

Upload the contract document

Attach the contract PDF or draft the terms directly in the rich text editor.
5

Save

The contract is active and you will receive an alert before it expires.

​
Request an e-signature

1

Open the contract → click Request Signature

2

Add signatories

Enter the email addresses of everyone who needs to sign.
3

Send

Each signatory receives an email with a secure link to review and sign the document electronically.
4

Track status

The contract record shows who has signed and who is outstanding in real time.

​
Add a milestone

1

Open the contract → Milestones tab → New Milestone

2

Set the milestone details

Enter the milestone name, due date, and the amount due on completion.
3

Enable auto-invoicing (optional)

Toggle Auto-create invoice to have Finance automatically generate an invoice when this milestone is marked complete.

​
Record an amendment

1

Open the contract → click Add Amendment

2

Describe the change

Write a summary of what is being amended and why.
3

Update the contract terms if needed

Change any relevant fields (value, dates, terms).
4

Save

The amendment is stored with a timestamp. The full history of changes is visible in the contract’s audit trail.

​
Key features

Contract management — Full lifecycle from draft to signed to expired. Renewal alerts before contracts lapse. Milestones — Break contracts into payment or delivery milestones. Optionally auto-generate invoices in Finance on completion. E-signatures — Send for electronic signature directly from the platform. Signed documents stored securely. Amendments — Formal amendment records with a complete, immutable audit trail.