What Is the Contracts Module?
The Contracts module allows you to digitally create, store, and track your customer and company contracts within TeamGram.
You can create contracts using templates or by uploading files, manage their status, and keep processes under control with reminder notifications.
Access: From the TeamGram CRM top menu → More → Contracts
What Can You Do?
- Create a Contract : Create a new contract record and link it to the relevant contact or company.
- Upload Files : Upload related documents (signed copies, attachments, etc.) directly into the contract record.
- Use Templates (Optional) : Create contracts using Word templates to standardize your contract layout and reduce manual work.
- Track Status : Follow the contract process using statuses such as:
Preparing,Waiting for Signature,Signed,Terminated,Executed. - Set Reminders : Create date-based reminder notifications directly from the contract record.
- Send as PDF / Email : Download the contract view as a PDF or send it via email along with any selected attachments.
- Reporting & Filtering : Create lists based on filters such as upcoming expirations, terminated contracts, or custom criteria.
Creating a Contract Template (Optional)
Instead of preparing a contract from scratch each time, you can save a Word document as a template and reuse it during contract creation.
When generating the contract document, the system automatically fills in the template with contract details, and the document can be edited if needed.
Steps:
- Go to More → Control Panel → Contract Settings
- Click Print Templates → Add Template
- Name your template and select its language
- Upload your designed Word document in the file section
- If you want contract-specific fields to fill automatically, use the Special Words feature
- Click List of #Keywords you can use in your Word template
- Insert the reference names into the appropriate fields in your Word file
Example template structure:
Using a Pricing Table (Optional)
If your template includes a pricing table, insert the #PricingTable keyword into the Word template where the table should appear.
You can configure which pricing details appear in the table (e.g., Product Name, Quantity, Unit Price, Total Price, Discount, etc.) from the Pricing Table Settings section.
Additional Notes
- Documents created from templates can be edited later using Edit Mode.
- After the template is saved, the system automatically converts the generated document to PDF during contract creation.
Creating a New Contract
- From the top menu, go to More → Contracts
- Click New Contract
- Fill in basic information such as customer, start date, end date, etc., then save
After saving, on the contract detail page:
- Files tab → Add File (signed contract, additional documents, etc.)
- Create document from template → generates the contract layout based on the uploaded Word template
Editing a Document Created from a Template
In the document screen:
- Data Entry Mode: Fill in fields only
- Edit Mode: Allows full content editing
Converting an Opportunity or Quote into a Contract
From within a opportunity or quote:
Contracts → Create New Contract
The system automatically transfers the customer and key details into the contract.
You only need to update contract dates, content notes, and add files if necessary.
Status Tracking & Notifications
Contract statuses can be managed as follows:
- Preparing– Not yet shared for signature
- Waiting for Signature – Waiting for customer approval
- Signed – Completed and signed
- Terminated / Cancelled – Contract ended
Setting Reminders
Click the bell icon on the contract overview screen to set a reminder for any date.
The system will notify you on the selected date.
Sending via Email & Downloading as PDF
- Download the contract as a PDF from the contract view
- Use Send via Email to deliver the contract to the recipient
All attached files will be listed; selected ones will be included as email attachments
Termination Reasons
To record the reason when a contract is terminated, you can define termination reasons.
These help filter terminated contracts in reports.
More → Control Panel → Contract Settings → Termination Reasons → Add New Reason
Examples:
- Payment Not Completed
- Service Discontinued by Customer
- Non-compliance with Terms
Reporting and List Views
Access all contracts from a single page.
You can use prebuilt list views:
Ending Soon, Terminated, Waiting for Signature, etc.
Or create a custom list:
Contracts → New List
Filter by customer, start/end date, status, template, termination reason, and more.
Customize and save your column view.
Export reports to Excel.
💡 Example: Filter contracts in Waiting for Signature status and sort them by end date.
This guide will be updated as new features are added.