The Contracts modules can:
- Store basic contract details
- Store start and dates
- Allow contracts to be signed online
- Automatically remind clients and sales staff when contracts have not been signed/completed
- Automatically notify your customers with a sequence of emails when a contract is due for renewal which ceases when they have renewed or chosen not to
- Automatically notify your sales team when a contract is due for renewal
- Generate invoices at the end of a month or year based on a fixed value or on the items in the contract
Contracts can be generated from quotes at the click of a button.
Example Usage:
- Record and invoice Office 365 licenses on a monthly basis
- Tracking of warranty on products you have sold
- Holding and recording support contracts
- Automated billing for support contracts