CRM & Sales
Manage customer/supplier contracts and subscriptions.
Generate recurring invoices of subscriptions automatically.
Create your contract from your prospect/customer
sheet, or just in one click by reusing a proposal or an order.
Include predefined products/services to save your time,
or enter the full list of products and services manually.
If predefined fields do not match your needs, add your own
custom fields of any type (string, amount, date, checkbox,
combo list, ...) to the form.
A PDF of your contract is automatically generated and updated.
Change the status of your services ("Running", "Disabled")
and update the end date at any time. Attach notes or files to
your contract.
You can convert your contract into one or
several invoices. If your contract is supposed
to track a recurring service, then convert it
into a recurring template invoice: Define the
frequency, amount, date of the first invoice and/or
a maximum number of invoices to generate. Your template
invoice will be pre-filled with the data of your contract
services, and the invoices will be generated automatically.
A link is maintained between your template invoice
and your contract so that any invoices generated will
also be linked to the contract.
You can change, at any time, the content of your contract
or the content of your template invoice and the way you
will bill your customer without having to break this link.
Check which service is expired or is about to
be expired. Renew your contract/service before
the end date or close them if required.
Export your Contracts and Services along with their
status with the Export module to reuse them with
third-party tools, or connect your BI suite directly
to the open database for Big Data analysis.
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