Create a contract (type and your side)

Overview#

Create a new contract as a draft. The contract type decides the template and fields; your side decides whether you are the provider/seller (乙) or the client/buyer (甲), and the clauses follow.

Steps#

1. Click 契約作成 (New contract) on the Contracts list. You can also use 契約に変換 on a quote or 新規 on a customer's Contracts tab.
2. Enter a title and choose the customer (and a related deal if any).
3. For the signing method choose システムで作成 (Create in the system). To register an already-signed contract, see import.
4. Choose the contract type and your side. If the customer has an active master agreement, you can make this an individual contract under it.
5. Enter line items, the tax mode (excluding / including tax), payment terms and notes.
6. Click 保存して開く (Save and open).

Contract types#

Service (contract work), service (time-based / SES), SaaS subscription, retainer, sale, master agreement, individual order (a purchase order when you are the buyer), maintenance, lease / rental, NDA, construction, referral / agency and other. Amendments are created from an existing contract (amendments).

FAQ#

• I picked the wrong type: change it in Contract details, then re-finalize the text.
• I want to use our own contract: register your own Word template per type in contract settings.