Britixo CRM Contracts & Documents | Complete Module Walkthrough

Manage customer contracts in Britixo CRM with live clicks: create and review agreements, edit content and merge fields, reuse templates, check signature requirements, manage supporting records, renew contracts and link follow-up tasks. MODULE HELP CENTRE https://britixo.com/help-centre/category/contracts-documents/ FEATURE GUIDES AND OFFICIAL RESOURCES https://britixo.com/help-centre/create-a-contract/ https://britixo.com/help-centre/use-contract-templates/ https://britixo.com/help-centre/send-a-contract-for-review-and-signature/ https://britixo.com/help-centre/manage-contract-signatures/ https://britixo.com/help-centre/renew-a-contract/ https://britixo.com/help-centre/manage-contract-comments-notes-and-attachments/ https://britixo.com/help-centre/configure-contract-types/ https://britixo.com/ https://britixo.com/help-centre/ CHAPTERS 00:00 Contracts module overview 00:24 Create a type and choose the customer 01:08 Project, scope, dates and draft visibility 02:24 Open the contract content editor 02:47 Content, formatting and merge fields 04:09 Review lifecycle actions and open the customer document 04:52 Customer document and signature requirements 05:52 Download the saved contract PDF 06:15 Open the contract email review 06:36 Check recipient requirements before sending 07:05 Configure and verify the intended contact’s contract settings 08:00 Review the configured contract email without sending 08:43 Open a reusable contract template 09:05 Save and reopen reusable contract wording 10:00 Copy the agreement into a separate practice record 11:07 Insert and verify the template in the separate copy 12:33 Save and reopen an internal contract note 13:29 Upload and reopen a supporting contract file 14:17 Review renewal history and the next period 14:38 Save the training renewal once 15:39 Verify the native renewal fields and history 16:08 Download, verify and remove only the training attachment 16:58 Edit, reopen and remove only the training note 18:25 Edit and reopen the reusable template 19:07 Remove an unused template and verify existing wording 19:56 Delete only an unused training copy and verify the register 20:16 Create, edit and remove only an unused contract type 21:20 Flag the training agreement for Trash review 21:43 Save and verify a private Trash filter 22:29 Restore the agreement and reuse or clear the saved view 23:18 Search, refresh and export the contract register 24:03 Add and reopen a customer-facing training discussion 24:43 Verify the renewed document and customer discussion 25:22 Edit and reopen the intended discussion comment 26:08 Remove only the intended training comment 26:32 Create a follow-up task linked to the contract 27:34 Verify the saved task and review email tracking 28:24 Module recap and connected next steps Fictional training records. Signature forms are reviewed without signing. Private identity verification and genuine signatures are completed outside published recordings. Available actions depend on your plan, permissions and configuration. Workflow labels and tracked events are separate from confirmed delivery, customer signatures and payment. #Britixo #CRMSoftware #ContractManagement #DocumentManagement #DigitalSignatures #CRMTutorial #BusinessSoftware