Contracts
All PlansManage contracts, agreements, and their signature workflows.
The contracts module enables management of contracts and agreements with participants. Contracts can be generated from document templates, sent for electronic signature, and tracked by status.
Contract Status
The lifecycle of a contract:
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Draft - Contract is being created and not yet active
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Pending Signature - Contract has been sent for signature
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Active - Contract is signed and valid
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Terminated - Contract has been ended or terminated
Managing Contracts
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Create Contract - Generate a new contract from a document template and assign to a participant
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Contract List - All contracts with status, participant, and term
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Send for Signature - Send contract for e-signature (Dropbox Sign, DocuSign)
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Download Contract - Download signed or unsigned contract as PDF
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Contract Renewal - Manage and renew contracts nearing expiration
E-Signature Integration
Electronic signature for contracts (requires E-Sign feature flag):
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Signature Status - Pending, Sent, Viewed, Signed, Declined, Expired
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Reminders - Automatic reminders for pending signatures
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Signature Audit - Complete audit trail of all signature processes
Tips
- Use document templates with placeholders for quick contract creation
- Configure e-signature reminders to improve response rates
- Regularly check expiring contracts using the filter function