Questions by Category: "Contracts"

Set the default date for your contract records. It might be a handful for you to type the date whenever you create a record. You could change this by enabling the default date value whi...more

The Contracts app of Apptivo allows you to associate with other apps by providing the attributes Ref app and Ref app fields. By using these features, you can associate with any other ap...more

Apptivo integrates with Sign.co to help you to get documents signed digitally within the App. To enable eSignature in Apptivo make sure to have an account in Sign.co and integrate it wi...more

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

Actions allow you to provide access to individuals who are reputed to undertake actions in the Contracts App settings. Users who have the privilege to perform a specific action on their...more

List Layout of Apptivo allows you to customize the layout of the records that helps to arrange the information of the records as per your business preferences. It guarantees the exact d...more

By using the Contracts app of apptivo, you can create and store all your contracts in one central place. The Apptivo Intelligence Dashboards for contracts app allows you to create custo...more

The Contracts app of Apptivo allows the users to make contracts with their business partners and customers. Contracts App of Apptivo allows you to create an email template that helps yo...more

Contracts App helps you to create Custom Conversion by letting you associate with any other apps in Apptivo. You can perform the conversion by associating apps according to your needs. ...more

Store and manage your contracts in one central place using the Contracts app. You could able store the records and carry the backups whenever you need them as per your business requirem...more

The Highlighting feature of Apptivo allows you to differentiate between the records based on their types, statuses, and so on. This feature is made available in the contracts app so tha...more

Triggers help you to automate tasks such as sending an email, creating activities like tasks, events and updating an attribute depending on a set of criteria. You may establish two type...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

The Contracts app of Apptivo allows you to delete your contracts. This includes both sales contracts and retainer contracts. Let’s go through the steps to delete a contract in Apptivo...more