Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- Inventory contract types you will register in the pilot (customer, vendor, subscription).
- Build a renewal calendar for the next quarter on paper first.
- Name legal or commercial owner for status changes.
Setup steps
- Open Contracts.
- Register a sample agreement with key dates and parties.
- Link subscription or renewal fields your administrator enabled.
- Review list filters for upcoming renewals.
Day-to-day use
- Update contract status when milestones occur.
- Review upcoming renewals weekly.
- Coordinate with CRM or accounting contacts when terms affect billing records.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
