bookmi.Help Center

What you can do with contracts

Turn quotes into contracts, sign them electronically, get reminders for notice and expiry dates, and draft monthly invoices automatically.

Updated 2026-10-092 min read

Applies to

Industries
Small Businesses
Plans
All plans
Feature
Billing & Contracts
On this page
  1. Overview
  2. Where to find it
  3. The basic flow
  4. Contract statuses
  5. FAQ

Overview

Contracts in Bookmi cover the whole path from drafting to signing, deadline tracking and billing.

  • Turn an accepted quote into a contract in one step.
  • Generate clauses from a template that matches the contract type (Japanese, Chinese or bilingual).
  • Sign electronically: send an email and the other party signs. They need no account, and there is no revenue stamp or mailing.
  • Get list badges and reminders for notice deadlines and expiry dates. Auto-renewing contracts extend automatically.
  • Monthly contracts draft an invoice every month.

Where to find it

Open 請求・契約 (Billing & contracts) → 契約 (Contracts) in the sidebar (the Contracts tab of the Documents screen). A contract shows the document preview on the left and cards on the right: overview, billing, related contracts, review and history.

Members need 契約書・電子署名 (Contracts & e-signature) turned on in their role to see the Contracts tab.

The basic flow

  1. Create a draft with 契約作成 (New contract), or 契約に変換 (Convert to contract) on a quote. → Create a contract
  2. Enter dates, amount and renewal under 編集 ▾ → 契約情報を編集 (Edit → Contract details). → Deadlines and auto-renewal
  3. Generate and finalize the text with 本文を確認・確定 (Review and finalize). → Finalize the contract text
  4. Send with 電子契約で送付 (Send for e-signature), or record a paper signing. → Send for e-signature
  5. After signing, create invoices from the 請求 (Billing) card. → Create invoices from a contract

Contracts you already signed elsewhere can be imported as PDFs and managed the same way. → Import a signed contract

Contract statuses

  • 草案 Draft: Being prepared; finalize the text to send or sign
  • 締結待ち Awaiting signature: Sent for e-signature
  • 履行中 Active: Signed; deadline reminders, renewal and billing apply
  • 完了 Completed: Fulfilled
  • 解除 Terminated: Ended early
  • 満了 Expired: A non-renewing contract past its end date

You can also change the status manually from the status badge (ステータスを変更).

Warning

Templates are general examples and have not been reviewed by a lawyer (marked "β" on screen). For large or unusual contracts, have a professional check them. The Review card also links to lawyers and administrative scriveners.

FAQ

  • Can I send a contract by email or LINE? Contracts are sent only through e-signature, not by email or LINE like quotes and invoices.
  • Can AI write my contract? Not from scratch. Clauses come from templates that you review and edit. When importing a signed contract, AI reads its dates and amounts.
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