Create a contract

Create a customer contract record, set its dates and visibility, then prepare the contract content.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open Contracts and choose the new-contract action.
2. Select Customer and any relevant Project. Enter Subject, Contract value and Contract type.
3. Set the start and end dates and add the internal Description.
4. Review Hide from customer if the contract should stay internal, then submit the record.
5. Open Contract content to prepare the agreement text or use an available template. Review the complete document before using the separate send or signature actions.

Check the result

• The contract is linked to the intended customer and has the correct value, type, dates, content and visibility. Saving the record does not mean the recipient has signed it.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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