Sales

Contract Module

Contracts represent the binding legal framework of a business deal. While a Proposal defines the what and the how much, the Contract establishes the terms, governing the lifecycle of the agreement from inception to completion.

Contractual Dependency Hierarchy

Step 1ProposalMust already exist (the root object)

Step 2ContractInstantiated to wrap the proposal

Step 3Legal layerBinding terms governing the deal

The Contract is a mandatory legal layer wrapped around an existing Proposal object.

Agreement Governance

Temporal & Expiry Rules

Define the Start Date and End Date of the service period. Integrated Expiry Rules allow you to set hard deadlines for when the legal offer becomes void if not executed.

Redirect & Experience Logic

Includes custom Introductory Text to welcome the client and a Redirect URL that automatically routes the user to a specific landing page (like a project dashboard) immediately after the signing ceremony.

Stakeholder Notifications

Manage CC Emails to ensure that legal teams, project managers, or secondary stakeholders receive real-time automated copies of the agreement during every stage of the lifecycle.

Hard Dependency:

A Contract cannot exist in isolation. The application logic requires a valid Proposal ID as a parent reference. This ensures every legal agreement is backed by a specific commercial offer.