Purchase Management — Contracts, templates and signatures
Create vendor contracts, use templates, attach files, comment, sign, email and link tasks/reminders/payments.
01Create a purchase contractCreate a vendor agreement linked to purchasing and optional CRM records.Admin Area → Purchase → Contracts → New Contract02Edit a purchase contractUpdate an editable vendor contract.Admin Area → Purchase → Contracts → open contract → Edit03View a purchase contractReview contract content, commercial terms, signature, files, comments, notes, tasks and reminders.Admin Area → Purchase → Contracts → open contract04Delete a purchase contractRemove a contract through the supported action after reviewing evidence and links.Admin Area → Purchase → Contracts → Delete05Validate a purchase-contract numberResolve duplicate or invalid contract numbering.Admin Area → Purchase → Contracts → New/Edit → Contract Number06Set purchase-contract identity and service categoryEnter contract name and service category.Admin Area → Purchase → Contracts → New/Edit07Link a purchase contract to a vendorChoose the contracting vendor.Admin Area → Purchase → Contracts → New/Edit → Vendor08Link a purchase contract to a purchase orderChoose the related purchase order.Admin Area → Purchase → Contracts → New/Edit → Purchase Order09Link a purchase contract to a project and departmentSelect the CRM project and department.Admin Area → Purchase → Contracts → New/Edit10Set contract payment terms, amount and cycleEnter payment terms, payment amount and payment cycle.Admin Area → Purchase → Contracts → New/Edit11Set the purchase-contract valueEnter the total contract value.Admin Area → Purchase → Contracts → New/Edit12Set contract signer and emailChoose/enter signer information required by send/sign flows.Admin Area → Purchase → Contracts → New/Edit13Write purchase-contract description and contentUse the contract editor and description fields.Admin Area → Purchase → Contracts → New/Edit14Set the contract signed statusRecord the supported signed-status value.Admin Area → Purchase → Contracts → open contract → Signed Status15Create a purchase contract templateSave reusable contract content.Admin Area → Purchase → Contracts → Templates → New16Edit a purchase contract templateUpdate template name or content.Admin Area → Purchase → Contracts → Templates → Edit17Delete a purchase contract templateRemove an unused template.Admin Area → Purchase → Contracts → Templates → Delete18Apply a template to a purchase contractInsert reusable content in the contract editor.Admin Area → Purchase → Contracts → New/Edit → Templates19Upload a purchase-contract attachmentAttach a file to a contract.Admin Area → Purchase → Contracts → open contract → Files → Upload20Download a purchase-contract attachmentOpen an authorised contract file.Admin Area → Purchase → Contracts → open contract → Files → Download21Delete a purchase-contract attachmentRemove a contract file.Admin Area → Purchase → Contracts → open contract → Files → Delete22Add a purchase-contract commentRecord discussion on the contract.Admin Area → Purchase → Contracts → open contract → Comments23Edit or remove a purchase-contract commentMaintain existing discussion through the supplied comment actions.Admin Area → Purchase → Contracts → open contract → Comments24Add a purchase-contract noteRecord an internal note.Admin Area → Purchase → Contracts → open contract → Notes → Add25Create a task from a purchase contractUse the CRM task relation exposed by the contract view.Admin Area → Purchase → Contracts → open contract → Tasks → New26Create a reminder for a purchase contractUse the CRM reminder tab.Admin Area → Purchase → Contracts → open contract → Reminders → New27Generate a purchase-contract PDFRender the contract PDF.Admin Area → Purchase → Contracts → open contract → PDF28Send a purchase contract by emailChoose recipients and optional PDF attachment.Admin Area → Purchase → Contracts → open contract → Send Contract29Sign a purchase contractCapture the supported signature and update evidence.Admin Area → Purchase → Contracts → open contract → Sign30Clear a purchase-contract signatureRemove the stored signature through the supported clear action.Admin Area → Purchase → Contracts → open contract → Clear Signature31Use SMS when a vendor signs a contractVerify the optional SMS notification after signature.Admin Area → Purchase → Contracts → vendor signs; Purchase Options → SMS32Filter purchase contractsFilter by vendor, department, project and purchase order.Admin Area → Purchase → Contracts33View project-linked purchase contractsUse the Purchase Contracts tab on a CRM project.Admin Area → Projects → open project → Purchase Contracts34Troubleshoot purchase-contract email or signingCheck signer/email, SMTP, SMS option, files, permissions and current signed state.Admin Area → Purchase → Contracts → open contract