Contracts
Store contracts and get reminded before they renew.
- Add New ContractUse contract management to keep contracts organized and get reminders before renewals.
- Set up a reminder on a contractSet reminders so you can review contracts before they renew.
- Contract approvals and signaturesRequest approval or sign-off from stakeholders on a contract.
- Contract PermissionsGive other agents access to view or edit a contract.
- Edit a contract's details and statusUpdate a contract's core information after it has been created.
- Link properties, clients, and documents to a contractAssociate a contract with the properties and clients it covers, and store its paperwork.
- Run contract reportsExpand Contracts in the left nav and click Reports .
- Set contract dates, cost, and budgetRecord a contract's term, cost, and budget so Vertask can track spend and renewals.
- Track contract renewals and expirationsStay ahead of contracts that are coming up for renewal.
- Use contract templatesSave a contract's setup as a template so similar contracts are faster to create.
- Delete a contractPermanently remove a contract from Vertask.