Add New Contract Last updated: Aug 16, 2026

Use our simple contract management solution to help you keep contracts organized and set reminders on renewals.

To create a new contract entry, expand Contracts on the left nav and click New Contract. You can also click the '+' on the top nav and select Contract.

First, give your contract a name. You might then want to specify the start date and end date of the contract. This will be helpful later to see when the contract starts and ends.

It would also be a good idea to add contract cost (or value). This way you can easily determine how much it is costing you later.

Finally, add any details you want about the contract that might be useful in the future.

After adding all the information, save the contract. Once the contract is created, you can then attach relevant documents, give permission to other agents who need to view or edit contract details (on the Advance tab), add contract reminders, and link a pre-renewal checklist.