Creating a contract

Contracts are created from within an Opportunity. Open an opportunity and click the Contracts tab.

To create a contract:
1. Enter a Contract Title (e.g. "Acme Corp — Service Agreement")
2. Fill in the Contract Fields: customer name, email, address, value, start/end dates, product
3. Optionally load a reusable template from the "Load a template…" dropdown
4. Write or paste the contract body — use the Insert Field buttons to add merge fields like {{customerName}} or {{today}}
5. Optionally attach a PDF (e.g. a statement of work or exhibit)
6. Add one or more signers in the Signing Parties section
7. Click "Save Contract"

Use the "Select customer from [Account Name]" dropdown above the Customer Name and Email fields to pick from the account's contacts — selecting a contact pre-fills both fields and the first customer signer row automatically.

Billing address is auto-filled from the account record.