Contracts

Manage customer contracts with status tracking and PDF generation.

8.1 Viewing Contracts

1. Go to Sidebar > CRM > Contracts
2. Browse contracts with status: Draft, Active, Expired, Renewed, or Cancelled
3. Filter by status, customer, or date range

8.2 Creating a Contract

1. Click New Contract
2. Enter:
   • Contract title
   • Customer
   • Start and end dates
   • Value
   • Terms and conditions
3. Click Save

8.3 Managing Contract Status

• Draft -> Active — Activate the contract
• Draft -> Cancelled — Cancel before activation
• Active -> Expired / Cancelled / Renewed — Manage the live lifecycle
• Expired -> Renewed / Cancelled — Close out expired agreements properly

Important lifecycle rules:

• Non-draft contracts cannot be deleted
• Contract status changes are restricted to valid forward lifecycle transitions
• Renewed contracts remain part of the customer’s contract history

8.4 Contract PDF

Click Download PDF to generate a formatted PDF of the contract.

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