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Custom Contract Types

Some companies configure Custom contract types for special situations that don't fit the standard categories.

When to Use​

Custom contract types are company-specific. Check with your administrator to understand:

  • What custom types are available
  • When to use each one
  • What system behaviors they trigger

Example: A company might create a "Service Agreement" contract type for recurring maintenance work.

What Happens When Signed​

The behavior of custom contract types varies based on your company's configuration. Custom types can be configured to:

  • Lock specific estimates or leave them editable
  • Generate invoices or not
  • Mark the project as sold or keep it in sales
  • Trigger specific workflows

Ask your administrator or check your company's documentation for specifics on each custom type.

System Fields​

Custom contract types can be configured with their own set of system fields. The available fields depend on how your administrator has set up the custom contract type.

Common configurations include:

  • Date fields for milestones or deadlines
  • Amount fields for fees or deposits
  • Text fields for special terms or conditions

Check with your administrator for details on what fields are available for each custom contract type.

Creating Custom Contract Types​

Custom contract types are configured by administrators in the system settings. If you need a new contract type for your workflow, contact your administrator to discuss:

  • The purpose of the new contract type
  • What should happen when it's signed
  • What system fields are needed
  • Which templates should be available