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Client Contracts

Client Contracts

May 19, 2021

You can find this section in HostBill Admin → Clients → Manage Clients → Client Profile → Contracts



Table of contents

Overview

Contracts are automatically generated documents that customer accepts after order. Contracts can be assigned to a given product or service or each client can has a default contract assigned. All client contracts are listed in the Contracts tab in client profile.

Add new contract

To add a new contract click on a blue "New Contract" button. You can also edit existing contract by configuring the fields:

  • Contract Number

  • Use as a default contract - each client can have one default contract

  • Contract template - choose the template (templates can be created in Settings → Ordering → Agreements & Contract templates) 

  • Status - Draft, Pending, Active, Expired, Cancelled

  • Expiration date

  • Accepted - mark whether or not the client accepted the contract

  • Accepted date

  • Accepted time

  • Public note

  • Attached files

Signing a contract by a client is one of the steps available in Order Scenarios - this is where you can decide whether this step should be included in your ordering process.  

Assigning or changing existing contract to the client is available in Client profile (section: Contracts) and in Account details → More Actions → Change Contract.

There is a Contracts Client Function which enables clients to display related contracts.