Sales Management

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Features Getting Started

Create a new Contract

Use Contracts to formally register the list of commercial contracts and agreements that your company has signed with its clients. In a Contract, you can store information about the Start and End Date of a Contract, Client, Total Amount, Frequency if it is a subscription based agreement,..

To start using contracts, goto the Sales web app Options menu / Display tab, and check the box next to Contracts.

To create a new Contract on your mobile: In your web account: Enter: On the web, you can also attach a File to the Contract by clicking on the Attach File icon in the toolbar. You can use this to attach e.g. the PDF version of the Contract.

See also Create an Invoice from a Contract

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