The Contracts modules can:
Store basic contract details.
Store start and dates.
Allow contracts to be signed online.
Automatically remind clients and sales staff when contracts have not been signed/completed.
Automatically notify your customers with a sequence of emails when a contract is due for renewal, which ceases when they have renewed or chosen not to.
Automatically notify your sales team when a contract is due for renewal.
Generate invoices at the end of a month or year based on a fixed value or on the items in the contract.
Automatically roll-over
Contracts can be generated from quotations or leads at the click of a button.
Example Usage:
Automated billing for service contracts.
Record and invoice Office 365 licenses on a monthly basis.
Tracking of warranty on products you have sold.
Holding and recording support contracts.
Managing loan agreements.