Questions by Category: "Contracts"

The Add Row option available in the Retainer Services table of the Contracts App allows you to add new rows. You can prevent your employees from adding new rows from the Master Layout o...more

The Contracts App of Apptivo allows you to remove the add note option from the Retainer Services table. Steps to remove the “Add Note” option In your Apptivo account, navigate to th...more

The Contracts App of Apptivo allows you to remove the delete button from the Retainer Services table of the Contracts. Steps to remove the delete button In your Apptivo account, navigat...more

This feature in the Contracts App lets you to send emails to your customers associated with that contract, having the respective contract PDF attached to it. Note: For the contract PDF...more

The Contracts App of Apptivo allows you to add the default hourly rate of your resources. This default hourly rate can be changed from the Settings page of the Contracts App. Steps to e...more

The copy row option of the Contracts App enables businesses to easily add new rows with the information present in the existing row. This will save time and improve the productivity of ...more

The Preview option available in the Retainer Services table of the Contracts App allows you to view the information present in a row as a side panel. Basically, employees can overview t...more

The default home page view in the Contracts app allows you to change the view of your home page. Steps to Customize Default Home Page View Log in and access Contracts App from your univ...more

The Insert Attributes option of Apptivo allows you to add other fields available in your application to the Content Block Section. Let’s walk through the steps to insert attributes in...more

The Contracts App of Apptivo allows you to remove the auto renew toggle from the Master Layout. Steps to remove Auto Renew In your Apptivo account, navigate to the Contracts App. In the...more

The Contracts App offers an incredible feature that lets you to make your own custom templates, which can be used to generate the PDF versions of your contracts created. Specific to you...more

Apptivo assists in keeping records of contracts through its Contracts App. You can manage both sales and retainer contracts using Apptivo. The template for the contract can be customize...more

View Column Set - This feature allows you to customize your contract fields as a section as per your requirement. You can easily access your preferred section quickly to save your custo...more

Email Templates allow you to set up predefined messages. These are customized email messages that can be sent by the users. These templates can be used while composing an email or creat...more

Contracts App enables you to configure Pricing. Create a Price List from the Apptivo Pricing App and when you create a new contract for an item, you can choose your pricing either from ...more

Contracts App allows you to send your contract to get it signed electronically and securely through the eSignature feature of Apptivo. In addition, you can view the entire history of th...more

Views are the filters that are easily accessible in the left navigation menu. Views can be configured as per your needs in the left side navigation of the contracts dashboard. Steps to ...more

Data Sets in Apptivo give you the ability to create a set of data records and provide access to records to a specific employee to be accessed and worked upon. Let us now walk through th...more

The Contracts App of Apptivo automatically populates the payment term while creating or editing a contract. This value depends on the customer added. The payment term added for the cust...more

The Contracts App of Apptivo assigns the contracts automatically to your sales representatives. This field is directly associated with the Customers App of Apptivo. While creating a con...more

Contracts App allows you to create various resource types as per your business utilities. You can easily segregate your contracts using this resource type. Steps to Customize Resource T...more

The SMS template feature of Apptivo is utilized while sending SMS as an action in Triggers. To make use of the SMS feature, it is necessary to add a phone number in the Contact Center A...more

By default, quick links in the Contracts home page contain several links which guides you to different apps. You can also add your own quick links by customizing settings. Steps to Add ...more

Customize App provides common features for Contracts App. These are like business attributes which supports you to customize your business with the custom fields. They can be quickly an...more

Apptivo’s Contracts app allows you to create a Sales contract for different business transactions. It allows you to create terms and renewals as per your preferences. In addition, you...more

Avail smooth access of your Contracts with Apptivo. You can track the contracts associated with your Cases, Invoice or Projects easily using usage tracking. You can link the contracts a...more

The Contracts App has several groups of configuration settings that allow you to adjust the way the app functions. Steps to Create New Status Log in and access the Contract App from you...more

Payment term allows you to set Contracts' payment periods. It may be immediate, one month due, or any custom length. You can select from one of the default values or create your own pay...more

The different contract types available in the Contracts App of Apptivo can be customized according to your business purpose. Steps to customize Contracts Types In the Contracts App of A...more

Contracts collaboration setting allows you to view common features such as (news feed, calendar, follow ups, tasks, call logs, emails, notes, documents). You can also give privilege to ...more

Apptivo's Contracts App provides you a simple contract management tool. It will allow you to customize your contracts and store your information very effectively. It will help you to se...more

The Retainer Frequencies option available in the Contracts app of Apptivo enables you to determine how frequently the service is offered to your customers in the contracts. With Apptivo...more

You can configure the report setting in order to hide or show your reports. You can also give access privileges to your employee for reports. Steps to Customize Reports Log in and acces...more

Apptivo’s Contracts App provides you a simple contract management tool. It will allow you to customize your contracts and store your information very effectively. You can create multi...more

By Expired days allow you to filter the contracts based on expired date. Steps to View Contracts By Expired days Log in and access Contracts App from your universal navigation menu bar....more

Contracts App in Apptivo lets you manage your contracts. You can create contracts for customers and other services. They are referred to as the Sales Contract and Retainer Contract. Alo...more

Contracts settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Customize Contracts App Log in and access...more

In the Contracts app, the “By Renewals” option allows you to filter the contracts based on their renewal date. Steps to View Contracts By Renewals Log in and access the Contracts Ap...more

Indicate whether you want to manually specify or automatically generate Contract number, while creating a Contract. Steps to Generate Contract Number Log in and access Contract App from...more

The Contracts App of Apptivo allows you to view your contracts based on statuses. You can view based on standard and custom created statuses. Steps to View Contracts By Status Log in an...more

An electronic signature or eSignature is recorded in an electronic form which is intended to provide secure and accurate identification of the signatory. Apptivo is integrated with Sign...more

The in-person signing feature enables you to sign documents and collect multiple signatures directly from the device in face-to-face situations. Apptivo is now integrated with Sign.co f...more

Tags help you organize your contracts into groups and also allows you to view the list of contracts by particular tag. You can check if the By Tag view is enabled by navigating to Setti...more

In Contracts App, By Directory helps you to view any particular contracts using alphabets or to view all contracts with the help of the “All” option which is located at the top of t...more

A Sales Contract is a legal binding agreement concerning the sales and delivery of goods between the seller and buyer. For instance: Consider you are running a hardware company and you ...more

An electronic signature or eSignature refers to data that is recorded in electronic form and is used by a signatory to sign. It is intended to provide a secure and accurate identificati...more