Configure contract types | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/configure-contract-types
Publisher: Pixie Technologies LLC

How-to guide
Configure contract types

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to create consistent contract classifications for filtering and reporting.

Audience: Administrator; Feature: Contract; Permission-aware; 

Where to goSetup → Contracts → Contract Types

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Create consistent contract classifications for filtering and reporting. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Setup → Contracts → Contract Types using an administrator or appropriately permitted account.

- Check the current value and understand which users, records or automated processes it affects.

- Enter or select the new configuration values. Keep labels concise and use the approved business terminology.

- Where credentials, email (https://pixiecrm.com/help-centre/topic/email), webhooks or cron are involved, begin with a test or sandbox configuration.

- Save the change and confirm that Pixie CRM reports (https://pixiecrm.com/help-centre/topic/report) success.

- Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.

- Document the operational change and use the available reset or rollback option if the result is not correct.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

SubjectCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Contract valueCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Start and end datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Contract typeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Contract contentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Verify authorised signatories.

- Check dates and renewal terms.

- Do not clear a signature without an approved reason.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)expense (https://pixiecrm.com/help-centre/topic/expense)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)approval (https://pixiecrm.com/help-centre/topic/approval)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Send a contract for review and signature (https://pixiecrm.com/help-centre/send-a-contract-for-review-and-signature)Manage contract signatures (https://pixiecrm.com/help-centre/manage-contract-signatures)Create a contract (https://pixiecrm.com/help-centre/create-a-contract)Configure expense categories (https://pixiecrm.com/help-centre/configure-expense-categories)Use contract templates (https://pixiecrm.com/help-centre/use-contract-templates)