What you can do with contracts

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).

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.