What it covers
Link relevant assets and document evidence, with history that explains each lifecycle change.
Revenue and contracts
Contracts
Connect agreements to approval, activation, renewal and obligations.
How it works
Track agreements from approval through renewal
Connect an agreement to its approval, activation, renewal dates and obligations. Link related assets and document evidence so teams can see the context behind a contract change.
In practice
Review lifecycle history and associated evidence from the agreement record.
When to use it
Useful situations
- Connect an agreement with its customer, quote and approval context.
- Track renewal dates and obligations that need a named owner.
- Keep document evidence and related assets attached to an agreement lifecycle.
A working path
How the work moves
Create the agreement record
Link the contract to the customer and relevant quote, then record its supported dates, status and ownership. Attach or reference the approved document evidence using the workspace’s secure document controls.
Track lifecycle decisions
Move the agreement through supported approval and activation steps, preserving the history behind each change. Confirm the recorded state matches the signed or authorised agreement.
Manage obligations and renewal
Record dates and obligations that need follow-up, connect relevant assets where supported and assign tasks to accountable owners. Review the record ahead of renewal rather than relying on an untracked calendar reminder.
Illustrative scenario
Annual service renewal
A customer manager links the approved quote and agreement, records the effective and renewal dates, attaches the evidence and assigns a reminder task to review the terms before renewal.
Before you start
What to check
- A contract record helps track lifecycle and evidence; it does not create legal validity or replace your organisation’s signing process.
- Document access and customer sharing are separately controlled; confirm the right version and audience before attaching or sharing files.
Can contracts link to quotes and assets?
Contracts can connect to relevant approval, quote, asset and document context where the records are available.
Will the system renew an agreement automatically?
The workflow tracks renewal and obligations; assign a human owner to review and act on the terms.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.