Company Contracts
Manage and track all company contracts and agreements
Overview
The Company Contracts page is a comprehensive repository for managing all contracts and agreements entered into by your company. From client contracts to vendor agreements, this centralized system helps you track contract status, expiry dates, values, and important terms and conditions.
Understanding Contract Statistics
The top of the page displays four key metrics about your contracts:
Total Contracts
Shows the complete count of all contracts in your system, including active, expiring, and expired contracts.
Active Contracts
Displays the number of contracts that are currently active and in effect (not expired).
Expiring Soon
Shows contracts approaching their expiration dates (typically within 30-90 days). These require attention and potential renewal.
Expired Contracts
Displays contracts that have passed their expiration dates and are no longer active.
Search and Filter Options
Use these tools to find specific contracts:
Search Box
Enter a contract title, company name, or description to quickly locate specific contracts.
Status Filter
Filter contracts by status: All Statuses, Active, or Expired.
Date Range Filter
Filter contracts by Start Date and End Date to view contracts within a specific time period.
Apply Filter & Reset
Click Apply Filters to execute your search. Click Clear Filters to reset and view all contracts.
Contracts Table
The contracts list displays all contracts with the following columns:
Company
The name of the company that is party to the contract.
Contract Title
The name or title of the contract (e.g., "Software Development Agreement", "Service Level Agreement").
Contract Value
The monetary value of the contract in the company currency.
Start Date
The date when the contract becomes effective.
End Date
The date when the contract expires or terminates.
Status
Current status of the contract: Active, Expiring Soon, or Expired.
Actions
Dropdown menu with options to view, edit, or delete the contract.
Managing Contracts
From the contracts list, you can perform several actions on each contract:
View Contract Details
Click on a contract row to view its complete details including terms and conditions.
Edit Contract
Modify contract information such as dates, values, or terms. Click the Actions button and select Edit.
Delete Contract
Remove a contract from the system. Use caution as this action may be irreversible.
Creating a New Contract
To add a new contract to your system:
- 1Click the + New Contract button in the top-right corner.
- 2Fill in the contract details (company, title, value, dates).
- 3Add terms and conditions or attach contract documents.
- 4Click Save Contract to create the record.
Best Practices for Contract Management
- Regular Review: Periodically review contracts, especially those expiring soon, to plan renewals.
- Accurate Dates: Ensure start and end dates are accurate to prevent missed renewal deadlines.
- Document Storage: Keep all contract documents and attachments organized and accessible.
- Clear Titles: Use descriptive contract titles for easy identification and searching.
- Renewal Tracking: Monitor contracts approaching expiration and plan renewals in advance.