Linking contracts to customers, quotes and opportunities

Every contract belongs to a customer. If you create a contract from a quote, a sales opportunity or a tender, it keeps the link to its source, and the detail page shows the related opportunity and quote. Contracts cannot be linked to a project or an invoice.

Creating a contract from an existing deal

• From a quote – on an accepted quote that has a customer, open the Actions menu and choose → Contract draft.
• From a sales opportunity – on an opportunity that has a customer, open the Actions menu and choose → Contract draft.
• From a tender – on the tender page, choose New contract draft.

In the dialog you can change the title and value. The customer and currency come from the source, and the new contract is created as a Draft.

Invoicing

A contract does not issue invoices and is not linked to a project. Its value and currency are for reference; invoices are issued separately in billing.