AlgoSphere supports digital contracts with e-signatures. Create reusable templates for common contract types, then generate individual contracts from those templates in seconds.
Creating a Contract Template
- Navigate to Sales → Contracts → Templates and click New Template.
- Enter a template name and subject.
- Write the contract body using the rich HTML editor. Use merge fields for dynamic content.
- Click Save.
Creating a New Contract
- Navigate to Sales → Contracts and click New Contract.
- Select a Customer and optionally a template.
- Set the contract start date, end date, and value.
- Enable Signature if you require e-signature acceptance.
- Click Save.
Contract Merge Fields
| Merge Field | Replaced With |
|---|---|
{contract_subject} | Contract subject line |
{contract_number} | Auto-generated contract number |
{contract_startdate} | Contract start date |
{contract_enddate} | Contract end date |
{contract_value} | Contract value |
{client_company} | Customer company name |
{companyname} | Your company name |
Contract Expiry Notifications
Configure at Setup → Settings → Contract. Set the number of days before expiry to trigger a staff notification. Requires a working cron job.
Renewing a Contract
Open the contract and click Renew. AlgoSphere creates a new contract based on the same template with updated dates for the new term.
E-Signature
When e-signature is enabled, the customer receives a link to view and sign digitally. Upon signing, a timestamp is recorded and the signed contract is saved as a PDF.