Contracts
Overview
Create contracts with clients and partners, import them, send them for signature and file them.
Under Contracts you manage all contracts with counterparties: billing customers, leads or companies entered freely. You write a contract in the editor or from a template, import an existing contract, have it signed in the system and afterwards find it with its evidence in the file storage.
You need the permission ‘Contracts’ (View, Create and send, or Manage) and the Professional plan. Without the plan, signed contracts remain readable and downloadable.
Areas
- Overview: Contracts by status, your open signatures, upcoming deadlines and dormant processes.
- Contracts: List with search and filters. The status is Draft, Awaiting signature, Signed, Declined, Expired or Withdrawn.
- Templates: Texts with placeholders that you use again and again.
- Settings: Default level, expiry, reminders, order and who countersigns for your organisation.
Two levels of signature
- Simple confirmation: Link, name and consent with a timestamp. For everyday approvals.
- Advanced signature (AES): additionally a one-time code, optionally an access word, signature, document hash and seal. For contracts.
The same levels are also available for employee contracts and for the online acceptance of quotes.