The Overview page of the Contracts app is carefully devised to manage all your interactions pertaining to the contract. From the Overview page, you can manage all types of communication and activities.
From the Overview page, employees can:
- Send the contract to the associated parties
- Print the contract information
- Delete the contract
- Convert the contract to any other configured application
- Manage activities like follow-ups, appointments, tasks, notes, call logs, emails, etc.
If you have opted for the eSignature service, you can get your contracts signed via email or in-person.
Contract Collaboration was last modified: August 6th, 2021 by
