Contract management

02What the module does

• Contracts, NDAs and orders togetherCreate each document with the type contract, NDA (non-disclosure agreement), addendum or order. You keep all customer agreements in a single register.
• Know what is currently in forceEach contract has a status of draft, valid, invalid, under review or archived. The archive date is set and cleared automatically based on status, so you always see where every contract stands.
• Contracts connected to salesLink a contract to a company, contacts, a responsible owner, a project and a quote. From any contract, you can jump straight to the people and deal it belongs to.
• Traceable chain of amendmentsEvery addendum is required to reference the contracts it amends. You can trace which document changed what and how the agreement evolved at any time.
• Totals calculated automaticallyContract line items can reference products. The system automatically calculates the discounted amount and weight, so you never have to compute item values by hand.
• Overview of scheduled paymentsThe payment schedule tracks planned payments and whether each one is paid or unpaid. This module does not issue invoices from it; invoicing takes place in the Accounting module.
• Every draft has its own versionYou upload the contract text as a PDF, DOC or DOCX file, and each upload gets the next version number. The contract always displays the latest version, so you never work with outdated wording.
• Every change has an explanationFrom the second version onward, a change note is required upon upload. Even months later, the history clearly shows what changed in the contract and why.
• Locked wording stays unchangedA locked version can no longer be modified, and any further edit creates a new version. You can always prove the exact wording in which a contract went out for approval, was sent for signature, or was signed.
• Reviews never slip through the cracksWhen a contract moves to review, the responsible person receives an in-app notification. They immediately know the contract is waiting for them, and nobody has to chase them down separately.
• Dates and original location on recordOn each contract, you record the validity period, notice period, automatic renewal and storage location of the physical original. These details are kept for reference; the system does not send reminders or perform the renewal itself.
• Contracts on both company and project recordsYou can see the contract list directly on the company record and on the project. Whenever you are dealing with a customer or a job, signed agreements are right at hand without searching the register.
• All 12 capabilities in a single module

05Frequently asked questions