Contracts
List of paragraphs:
- Contracts list
- Creating new contract
- Reviewing contract
- Creating related entries
- Editing and deleting
- Contracts import
- Contract e-sign
Module Contracts is for managing contracts.
Contracts list
To see contracts list, choose module Contracts. View list according to type:
To find a specific contract, use Search or filters:
Creating new contract
- 1
- Go to the list and click New contract:
- 2
- Insert details, mandatory fields are marked *:
- 3
- Select contract text template. Read how to create contract text templates. You can edit text in contact creation form.
- 4
- Indicate when to send expiration reminder.
- 5
- Save.
- 6
- You can generate contract document while reviewing contract:
-
Reviewing contract
To review contract, go to the list and press on subject:
See all related information:
Creating related entries
- 1
- To create a related entry, choose type, for example, Tasks, and select New task:
- 2
- Describe task and save.
- 3
- Task will be available both at contract profile and in Tasks module.
- 4
- To create a related task, also use this button:
-
Editing and deleting
To edit or delete contracts, use Actions menu:
When reviewing contract, use these buttons for deleting or editing:
Contracts import
You can import a list of contracts into the Contracts module. Import is possible in csv, xlsx, xls formats. Click this button to import contracts:
Contract e-sign
In Hanna CRM system it is possible to sign a contract by e-mail signature:
- 1
-
First contact support@hannacrm.eu with a request to activate the contract e-mail signature function.
- 2
-
Next, provide telephone numbers for employees who will sign contracts. Select Setup - Staff:
- 3
-
You'll see a Contract signing tab next to the contract entry. Click Add signers and specify the employee(s) and client contact person who can sign the contract and select Save:
- 4
-
You can send email invitations to sign the contract by e-mail signature:
- 5
-
Customer or employee receiving an invitation email and clicking on the link will take you to the signing window.
- 6
-
When both the employee and the contact sign the contract, the document will be automatically updated and displayed in the system with an e-mail signatures.
- 7
-
If you edit the contract entry and data after signing, then the previously signed signatures are cleared and it is necessary to send the requests to sign the contract again.