Contracts

Section: Customer Relationship Management
URL: /admin/contracts
Page title: (2) Documente Clienți

Overview

Contracts store the legal agreements with clients and vendors, including type, value, validity period, and renewal terms.

Business value

Stores the legal commitments (with clients and vendors): scope, value, validity period, renewal terms, signed PDFs. Surfaces upcoming renewals and expirations so revenue isn't lost to forgotten dates.

• Who uses it: Sales, account management, legal, finance, procurement
• Key benefit: Prevents revenue leakage from missed renewals and reduces legal risk from expired terms.
• Metrics it influences: Renewal rate, contract value at risk, days-from-expiration

Typical use cases:

• Get a 60-day-out renewal alert and start the upsell conversation in time
• Audit which clients are out of contract
• Pull every active contract with a specific clause for legal review

At a glance

Accessing this module

From the admin sidebar, navigate to Contracts, or open the URL directly:

/admin/contracts

List view

The list view shows existing contracts records. Use it to search, filter, sort, and bulk-act on items.

Create / edit form

Open the create form to add a new contracts record. Editing an existing record uses the same form pre-populated with current values.

Common actions

1. View existing records — open Contracts from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Contracts Opportunity

URL: /admin/contracts_opportunity

Contracts Opportunity links a contract directly to a CRM opportunity, capturing the commercial agreement that closes a deal. This gives account managers a single place to see which deal each contract originated from and lets pipeline reports reflect the contracted value of won opportunities.

Key actions:

• Access the list — navigate to /admin/contracts_opportunity to see all contracts that have an associated opportunity.
• Link during contract creation — when creating or editing a contract, select the related opportunity from the CRM dropdown; the record then appears in this view.
• Navigate to the opportunity — from the contract detail, use the opportunity link to jump to the pipeline card.
• Filter by opportunity stage — use column filters to isolate contracts from opportunities at a specific stage (e.g. "Won", "Negotiation").

Contracts Vendor

URL: /admin/contracts_vendor

Contracts Vendor manages agreements with suppliers — framework agreements, service-level agreements, NDAs, and supply contracts — separately from client-facing contracts. Storing vendor contracts here keeps procurement commitments auditable and surfaces expiry alerts before supply is disrupted.

Key actions:

• Access the list — navigate to /admin/contracts_vendor to see all vendor agreements in one place.
• Create a vendor contract — click Add, select the vendor from the purchase vendor list, fill in scope, value, validity dates, and attach the signed PDF.
• Monitor expiry — the list displays days-to-expiration; filter on records expiring within 30 or 60 days to trigger renewal conversations.
• Edit or renew — open the contract record, update the end date and terms, and re-attach the signed document.
• Delete — removes the record; ensure the signed PDF is archived externally first if your retention policy requires it.

Note: Vendor contracts are distinct from purchase-module purchase contracts (/admin/purchase/contracts). Use this view for master/framework agreements; use purchase contracts for transactional purchase-order-level agreements.

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

See the full payload schemas, query parameters, and example responses in the API reference (`Contracts`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/contracts