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How-to guide

Contracts, signatures, renewals and subscriptions

The verified contracts controller includes templates, comments, notes, signing controls, PDF output, renewals and attachments. Subscriptions are surfaced in the Sales menu and supported by the dedicated admin controller.

Sales & FinanceHow do I create a contract?How do I send a contract for signature?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Sales > Contracts
Sidebar > Sales > Subscriptions
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Go to Sidebar > Sales > Contracts to create or manage contracts.
  2. Create a new contract, complete the contract details and use the signature or acceptance workflow where relevant.
  3. Use renewals and status management to keep contract continuity accurate over time.
  4. Go to Sidebar > Sales > Subscriptions when you need subscription billing or recurring commercial control.
  5. Check linked customer and billing details before activating long-term recurring arrangements.

What this feature does

  • Contracts support templates, signing, clearing signatures and PDF/email output.
  • Renew and delete-renewal actions are available in the verified controller.
  • Comments, notes and attachments are part of the normal contract workflow.
  • Copy and delete actions are present for contract record management.
  • Subscriptions are exposed as a sales child menu item in the current build.

What to do next

  • If the contract is tied to a larger commercial lifecycle, also check Proposals, Estimates and Invoices.
  • For subscription-driven SaaS billing, review the SaaS lifecycle article as well.

Related guides

Proposals, comments, acceptance flow and conversion options

The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.

Sales & Finance

Invoices, recurring invoices, payments and customer billing actions

The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.

Sales & Finance

Estimates, estimate requests and conversion workflows

The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, notes, reminders and conversion into invoices.

Sales & Finance

Expenses, expense categories, credit notes and refund handling

The audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-credit application actions.

Sales & Finance

Related questions

How do I create a proposal?

The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline handling and conversion to both invoices and estimates.

How do I create an invoice?

The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also have a dedicated controller for listing and PDF/email output.

How do I create an estimate?

The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, notes, reminders and conversion into invoices.

How do I add an expense?

The audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-credit application actions.