📂 Category: Contracts
Creating a new contract in Buscoou PRO is a simple and structured process.
How to Create a New Contract
1️⃣ From the aside menu, click on Contracts.
2️⃣ On the left side, click the New Contract button.
Contract Details
- Hide from Customer – If checked, the contract will not be visible in the customer portal, and customers with contract permissions will not receive expiry reminder emails.
- Contract Subject – A reference for internal use.
- Contract Value – Enter the contract amount (Base currency is used).
- Contract Type – Organize your contracts by type. To add a new contract type, navigate to:
➝ Setup -> Contracts -> Contract Types - Start Date – Define the contract’s start date.
- End Date (Optional) – If left empty, no expiry notification will be sent.
Adding Contract Content
Once the initial contract details are set, you can add contract content, which will be compiled into a PDF.
- The text inside the editor will be formatted for PDF generation.
- To send the contract via email, click on the top-right envelope icon.
- Click Save Contract (green button) to store contract content.
Contract Attachments (Optional)
- You can upload files related to the contract.
- Customers will have access to download the attachments from their portal.
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