Contract Management

Contract Management keeps your contracts with customers and suppliers: their terms, signatures, payment milestones and renewals. It is part of Softbooq Plus and Pro.

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How it is organised

A switch at the top shows Client or Supplier contracts. Below, the contracts themselves, with their e-signatures, milestones and Contract Templates. AI Smart Scan reads a signed contract you upload and fills in a new record for you to check.

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Common tasks

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Add a contract

Choose Create Contract and pick how it is signed:

• Internal (Digital Signature): signed in Softbooq.
• External (Already Signed): it was signed elsewhere, so you attach the signed PDF.

Choose the other party, the start and end dates, the value and the Billing Frequency (one-off, monthly, quarterly or yearly). Tick Enable Auto-Renewal for a contract that renews by its own term. Depending on your approval policies, it may wait for approval before it becomes active.

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Get it signed

Choose Request Signatures (or Request E-Signatures on the signatures tab), add each signer with their role, and Send Requests, or create the signing links to send yourself. Requests expire after 14 days. The signatures tab shows who has signed, and why anyone declined.

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Bill against milestones

On Payment Milestones, choose Add Milestone. A milestone linked to a project task is completed when the task is done. Generate Invoice creates a draft invoice for it in Finance.

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Record a change

Add New Amendment records what changed and why. It does not change the contract’s dates or value; edit those on the contract itself.

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Renewals and reminders

Contracts set to renew automatically renew by their own term every night, catching up on any term that was missed. You are reminded 30, 7 and 1 day before a contract ends.

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Templates

Contract Templates are written in the app, with fields that fill in from the contract.

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See also