Sales & finance
Customer contracts
Prepare consistent agreements from reusable templates.
Create reusable contract templates, insert customer and contract variables, and prepare customer agreements in a rich-text document editor.
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Start from a reusable document
Build templates with a Word-style editor supporting headings, emphasis, lists, quotes, links, undo and redo, page settings, and word counts. Template versions help distinguish later changes.
02
Fill in the customer context
Insert customer and contract variables into templates. When creating an agreement, select a customer or contact and resolve the variables into the initial document.
03
Keep a record of what was prepared
Each created agreement keeps a point-in-time document and customer identity snapshot. Later edits to the live contact do not silently rewrite the original contract details.
04
A dedicated space for customer agreements
Use this workspace for customer contracts created from a template or a blank document. Employee employment terms, salary details, and leave entitlements are managed in Workforce.
How it works in practice
- 1
Prepare a reusable template with the fields your agreements need.
- 2
Select a customer and create the contract.
- 3
Review and edit the resulting document with its captured customer details.
Connect the rest of your work
CRM — Customer Relationships
Keep the right business and customer details close to every transaction.
Workforce Management
Coordinate employee schedules, working time and time off.
Finance & Invoicing
Turn business activity into clear, consistent billing documents.
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Choose the services and capacity your team needs. Available features depend on your plan, enabled services, and team permissions.
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