Creating a contract
Draft and store a new contract.
Create a contract
- Open Contracts and create one (or use Quick Create → New Contract).
- Fill Contract Details: Contract Title, Contract Type and Contract Number.
- Add the Contract Parties.
- Set Financial Terms: Contract Value and Payment Terms.
- Set dates: Effective Date, Start Date and End Date.
- Save as draft; route for approval when ready (status moves to Pending Approval, then Active).
A contract is required to proceed (“Contract is required”) — complete the core details before saving.
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