Contract Module

The Contract Module in YoBoox streamlines contract management processes, providing you with essential tools to create, track, and manage contracts effectively. Here’s what you can expect from this module:

Create New Contracts
Utilize the Contract Module to easily create new contracts tailored to your business needs. Define contract terms, specify contract details, and set parameters to align with your contractual agreements.

Contract Overview
Gain insights into your contract activity with key metrics, including the total number of contracts, total contracts for the current month, total contracts for the current week, and total contracts for the last 30 days. This overview provides a snapshot of your contract activity over different periods.

View List of Contracts
Access a comprehensive list of all your contracts, displaying essential details such as contract ID, subject, customer, type, value, start date, end date, and status. An action column allows you to perform various actions such as duplicating, viewing, editing, or deleting contracts.

Contract Details View
By clicking on a contract ID, you can access detailed information related to that specific contract. This includes general details, attachments, comments, and notes, providing a complete overview of the contract’s terms and associated documents.

With the Contract Module in YoBoox, you have the tools and capabilities you need to manage your contracts efficiently, track contract activity, and ensure compliance with contractual agreements. Whether you’re dealing with client contracts, vendor agreements, or internal agreements, YoBoox offers a centralized platform for effective contract management.

Was this page helpful?

Leave a Reply