Contracts

List of paragraphs:

Module Contracts is for managing contracts. The purpose of this module is the register of contracts. In this module, you can create contract documents using templates, and you can also assign files to contracts. Specify the contract expiration date and get a reminder about the upcoming contract expiration.

Contracts list

To see contracts list, choose module Contracts. You can view the list according to type.

To find a specific contract, use Search or filters:

Creating new contract

  1. To create a new contract, select New record.
  1. Mandatory fields are marked by the red star symbol. Fill the information fields and save.
  1. Select the contract template (read here on how to create a new template).

  1. You can specify the contract dates to get reminders about the upcoming contract date deadlines.

  1. Save the record when all the information is entered.

  1. The contract can be reviewed in the contract card or be generated either in PDF or Docx formats by clicking on the Actions button and selected Generate PDF or Generate .docx.

Sending with sales documents

When creating a new contract, select the option to Allow to send with sales documents.

You can attach the contract by sending sales documents (invoices, advance/credit accounts and options):

Contract preview

To preview contract, go to the list and press on title or contract's ID: 

You can review all related information.

Creating related entries

  1. To create a related entry, first select which type of record you need, for example task. Go to the Tasks tab and select New Task.
  1. Describe the task and save.

  1. The new task will be displayed both in the contract card and in the task list in Task module.

Editing and deleting

To edit or delete contracts, use Actions menu.

When reviewing contract, select the Actions button to edit or delete the record.

Contracts import

  1. You can import a list of contracts into the Contracts module. Import is possible in csv, xlsx, xls formats. To import contracts, go to Contracts module and select the Actions button.
  1. Here click on the import icon - Import contracts.

  1. Upload the Excel file and click on the Parse import file.

  1. Assign the import fields to system fields. If option Update existing entries if info duplicates is selected, then the system will not create new contracts but only update the existing ones. When the fields are assigned, finish the import.

Contract e-sign

In Hanna CRM system it is possible to sign a contract by e-mail signature.

  1. To enable e-sign function, contact us at support@hannacrm.lt
  2. When the function is on, head to the user's profile and enable the option Is allowed to use e. sign.
  1. You will see a new tab in the contract preview - Document signing. Click on the Add signers, specify the system user and client who will be signing the document.
  1. You can send the invitation to the document signing by clicking on the letter icon on the right.
  1. The client and staff member will receive an invitation to the mail to sign the contract and will be forwarded to the signing window.
  1. The system users can sign the document in the system by clicking on the selected button.

The signing is allowed via mobile or Smart ID.

  1. If the contract is edited after the signing, the signatures will be discarded. The document signing will need to be initiated once more.

How to sign contract files?

You can upload PDF files that need to be signed. When creating or editing the contract, upload the needed file in the Files tab and assign it as the Main document.

Then the system will active the signing functionality and allow add signers and send invitations to the procedure.

If you will add more files and change the Main document, the system will adjust it as the signing document when a new signer will be added.

More information on how to create contract types can be found here.

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