Contracts in AccountGo
Contracts Management Guide: Company Profile / Owner
- Log in to the Company/Owner Profile.
- Navigate to Contracts in the main navigation menu.
View elements include:
- Value of contracts (total, current month, current week, past 30 days).
- List of customers the contracts are shared with.
- 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.
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.
- 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.
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