CRM · Guide 270 of 624

Contracts

Contracts in RockifyERP store agreements with customers, suppliers or employees, with terms, dates and signatures.

How to do it in RockifyERP

  1. Search for Contract and click + Add.
  2. Choose the party, the start and end dates, and enter or attach the terms.
  3. Track fulfilment and record when it’s signed.

Tip: Set reminders before contract end dates so renewals are never missed.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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