Contracts in AccountGo -

Contracts in AccountGo

Contracts Management Guide: Company Profile / Owner

Getting Started:

  • Log in to the Company/Owner Profile.
  • Navigate to Contracts in the main navigation menu.

Contract Dashboard:

View elements include:

  • Value of contracts (total, current month, current week, past 30 days).
  • List of customers the contracts are shared with.

List details:

  • ID, Subject, Customer name, Contract type, Contract value, Start & end dates, and Status.
  • Options for each contract: Duplicate, View, Edit, Delete.

Creating A Contract:

  • Click the green button in the upper-right corner of the contract dashboard.

Edit contract options:

  • Subject, Customer, Contract type, Contract value, Start & end dates, Description, Status.

Duplicating A Contract:

  • Click the “Duplicate” button in the action buttons list.
  • A duplicate contract retains all details.

View Mode:

Divided into four sections:

  • General: Basic contract details, attachments, comments, and notes.
  • Attachment: Upload/attach files to the contract.
  • Comments: User comments on the contract.
  • Notes: Additional notes related to the contract.

Additional Action Buttons:

In the top right-hand corner of the view mode, there are five additional action buttons:

  • Send email – click to send to the user who’s assigned as the recipient of the contract.
  • Duplicate – duplicates the contract.
  • Download – download the contract as a PDF
  • Preview – check the layout view of the contract you created
  • Accept/Decline – click to update contract status.

Note: Signature – for new contracts, you can add a signature to the contract using this option and for the already existing open ones, you can edit your signature using this option.

Delete Contract:

  • Deletes the contract from the system.
  • Use this guide to effectively manage contracts, create new ones, and navigate through the various options available in the Contracts module.

Need more help?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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