Sales contracts from your own template
A contract is built from the deal using your Word template, saved as PDF, then goes through approval and signing — every contract’s status in one list.
What’s new
A contract is built from the deal using your Word template and saved as a PDF. Approvers check it in turn, and then both the developer and the buyer sign it.
How it works
- Deal
- Contract from your template
- Approval
- Signature from both sides
How to use it
- 1
Upload a template: "CRM" → "Settings" («Настройки») → "Contract templates" («Шаблоны договоров»).
- 2
Create a contract from the deal.
- 3
Track the approval and signing in "CRM" → "Contracts" («Договоры»).
Setup help
We’ll help you set up and get the most out of the update
What we’ll do
- Set it up for your project
- Show your team how to use it
- Answer your questions
Setup help request