Where

Contracts & Subscriptions › Contracts

Who

Anyone allowed to manage contracts.

Press + New Contract. You can drop the signed paper under Contract file (PDF or photo), or press Upload from your phone.

Choose the Customer, type the Subject and choose the Currency. These three are needed, with the Start date. Add the Contract value, the End date, the Project and a Contract description if you have them.

To begin from written text, choose one under Start from a template and press Fill the agreement. The text appears in The agreement.

Under Billing terms set the Billing cycle, the Payment terms (days), the Renewal cycle, the Notice before renewal (days) and the Yearly increase (%). Tick Auto-renew this contract if it should renew by itself.

Press Save. The other tabs of the contract open after the first save.

Get it signed

Open the contract and press Send to the customer.

Or press Signing and then Copy signing link to send the link yourself.

If it was signed on paper, press Signing and then Mark as signed elsewhere.

A contract's page with the Signing menu open

Renew it, bill it

↻ Renew contract makes a new version: set its Start date, End date, Contract value and Terms for the new version, then press Renew it. The version it replaces keeps its own text and its own signature. Renewal message drafts the message to the customer. Analyze contract risks asks Flowrica to read the contract's text and name what to check.

Under More: Generate invoice from contract, Edit, Print sheet, Copy and Archive.

The list

The chips narrow the list: Active, Expired, About to expire, Recently added and Trash. Above the table the screen shows the Monthly value of the contracts and what is About to stop. Narrow by Contract type, Starts in or Customer, or Search contracts. The Signature column says whether each contract is signed. Export, Print — opens the PDF and ⚙ Columns work on the table.

The Contracts list: the chips, the monthly value and the table

When contracts end soon and their renewal has not started, Flowrica says so above the list and offers Create follow-up tasks.

The tabs

Tab	What it is for	What you can do there
Contract information	The customer, type, value, dates, project and version.	More › Edit.
Content	The text of the version in force.	—
Version history	Every version with its dates, value, signature and who wrote it.	—
Attachments	Files on the contract.	Upload a file.
Comments	Discussions about the contract.	Write a comment.
Renewal history	Each renewal.	↻ Renew contract.
Tasks	Tasks about the contract.	Add a task.
Notes	Notes on the contract.	Add a note.
Templates	The templates a contract can start from, and the details each fills in.	+ New template.
Emails	What was sent about this contract, and whether it was opened.	Send to the customer.

A contract's page, Contract information tab

Flowrica on this screen

Press Guide me and Flowrica points at each part of the screen. She can make a contract with you, one question at a time. Nothing is saved until you press the form's own button. You can also ask her, for example, “How much is overdue?”.

Next: Subscriptions