Contracts

• Contracts Templates

  In order to make the contract process creation easier, in Perfex CRM you can create predefined HTML templates that can be used while adjusting the contract content. Create ...

• New Contract

  New Contract Click on the aside menu Contracts link and on the left side there is a button ...

• Contract Expiry Notification

  You can set contract notifications by going on Setup -> Settings -> Cron Job -> Contracts. Only contract creator or admin will receive expiration notification for a specific cont...

• Renewing Contract

  You can renew contact by clicking on edit contract and on the right upper side click Contract Renewal History and click Renew Contract. ...