Contracts
The Contract Wizard manages contract generation and tracks the signing process. It appears on Lead and Client records.
Contract Lifecycle
| Status | Meaning |
|---|---|
| No Contract | No contract has been generated yet |
| Draft | Contract created but not yet signed by agent |
| Agent Signed | Agent has signed the contract |
| Sent | Contract sent to the client for signing |
| Client Signed | Client has signed - contract is fully executed |
| Voided | Contract has been cancelled |
Generating a Contract
Screenshot needed: The Contract Wizard showing the status badge, key dates, and View Contract link
- Open the Contract Wizard on a Lead or Client record
- Click Generate Contract
- The system generates the contract with the relevant details
- A success message confirms creation
- The contract status updates to reflect the current state
Viewing the Contract
Once a contract exists, a View Contract link appears. Click it to open the contract for reviewing or signing.
Contract Information
The component displays key dates as they occur:
- Sent Date - When the contract was sent to the client
- Agent Signed Date - When the agent signed
- Client Signed Date - When the client signed
Regenerating a Contract
If you need to create a new version of the contract:
- Click Regenerate Contract
- The system creates a new contract version
- The previous version is replaced
This is only available when the contract has NOT been signed by the client.
Voiding a Contract
To cancel an active contract:
- Click Void Contract (red button)
- The contract is marked as voided
- Voided contracts appear in an expandable section for reference
This is only available when the contract has NOT been signed by the client.
Important Rules
- Once a client has signed, the contract cannot be regenerated or voided
- The Generate, Regenerate, and Void buttons are hidden after client signing
- Voided contracts are kept for historical reference
- All contract actions show success/error notifications