This guide covers creating a CRM contract, sending it out for signature, and handling its termination and renewal.
Before you start
- You have permission to create and edit CRM contracts.
- A contract always needs a counterparty account — this is required.
- To send for signature, the contract’s contact (or account contact) needs an email address on file.
- Terminating a contract requires the contract-terminate permission; renewing requires the contract-renew permission.
Steps
- Go to CRM → Contracts and start a new contract.
- Complete the contract fields:
- Title — required. Up to 200 characters.
- Account — required as the counterparty. A contact and opportunity may also be linked (optional).
- Owner — optional. Must be an organisation member.
- Contract type — optional. One of Service, NDA, MSA, SLA, SOW or Other.
- Value and Currency — optional. Value must be zero or more; currency is a 3-letter code.
- Start date and End date — optional. The end date must fall on or after the start date.
- Template — optional document template.
- Set the renewal terms (all optional):
- Auto-renew — on or off.
- Renewal term — a short label, up to 30 characters.
- Renewal notice days — 0 to 365 days.
- Build the body from sections (up to 40), each with a required Title (up to 160 characters) and an optional Body and Key. Add overall Terms if needed.
[screenshot: the contract editor with renewal settings]
- Preview the contract, then Send it for signature. The PDF is generated and a signature request is raised via the platform Signing engine to the counterparty; the contract moves to Sent.
[screenshot: sending a contract for signature]
- To end a contract early, choose Terminate — available only on an active or sent contract. It moves to Terminated.
- To renew, choose Renew. This creates a new draft contract copied from the original (titled with “(renewal)”) and links it back to its source; the original is marked Renewed.
Result
The contract progresses through draft, sent, active, terminated or renewed states. Terminations and renewals are recorded on the audit trail, and renewals produce a fresh draft ready to edit and re-send.