Documents and scheduling
Contracts
Create, send, sign, and audit customer contracts
Contracts provides structured agreement content, required fields, public signing, and an activity record for the signature workflow
What this workspace includes
- Contract content
- Required customer fields
- Public signing link
- Signature and audit information
Complete workflow
- 1
Create from context
Open the relevant sales record
- 2
Complete the agreement
Review parties, terms, and required fields
- 3
Preview the signing experience
Confirm the public document
- 4
Send and monitor
Review signature and audit status
How records and settings behave
- Contracts remain linked to their sales context
- Signing records submitted information
- Audit detail preserves qualifying activity
Working effectively
- Review legal language with the appropriate owner
- Confirm signer identity fields
- Do not send before all variables are resolved
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Contracts?
Open the relevant sales record
When is my work saved?
Contracts remain linked to their sales context
How do I confirm the result?
Return to the related list or detail view and review its current status. Audit detail preserves qualifying activity