Creating a contract: step by step

This guide describes how to create a new Contract in the system.

Step 1: Go to Contract creation

You can start creating a Contract in one of two ways.

Option 1: from a Case

1. Open the Case you need;
2. Go to the "Contracts" tab;
3. Click the "New contract" button.

Option 2: from the Contract list

1. Go to the Contract list page;
2. Click the "New contract" button.

Step 2: Fill in the fields

In the form that opens, fill in the required fields:

1. Contract number — generated automatically by the system; you can change it manually if needed;
2. Date of conclusion — enter the date the Contract was concluded;
3. Payment type — choose one of the available options: one-time, monthly or by work;
4. Case number — choose the Case number from the dropdown list (when creating from a Case it is filled in automatically);
5. Amount — enter the Contract amount.

If needed, fill in the additional fields:

1. Customers — choose the Customers you are concluding the Contract with;
2. To assist third parties — fill in only if assistance will be provided to someone who is not a party to the Contract;
3. Contract template and Description of services provided — to prepare Contract generation as a PDF right away ("Extended" and "PRO" plans, a previously created template is required).

Step 3: Save

Click the "Create Contract" button. The system will save the data you entered, give the Contract the "Created" status and add it to the Contract list. If the Case had the "Created" status, it will automatically change to "In progress".