Questions by Category: "Contracts"

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

Default home page view in 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 universal na...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

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 setup pre-defined messages. These are customized email messages that can be sent by the users. This can contain the email subject and information, called a ...more

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

The Contract 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 Contract App from your uni...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

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

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 payme...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

Steps to Customize Contract type Log in and access Contract App from your universal navigation menu bar. Click on "More" icon and select Settings found at the app header bar. Click ...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

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

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

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

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

By status helps you to filter the contracts based on status. Steps to View Contracts By Status Log in and access Contracts App from your universal navigation menu bar. Click on "Lists" ...more

In Contracts app, By Renewals allow you to filter the contracts based on their renewal date. Steps to View Contracts By Renewals Log in and access contracts App from your universal navi...more

Tags help you organize your contracts into groups and also allows you to view the list of contracts by particular tag. To View Contracts by Tags Log in and access Contracts App from you...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

Introduction 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...more