Creating Contracts

Contracts are created from templates and linked to a customer. They can optionally be connected to an appointment.

Standalone contract creation

From the contracts list page, tap + to create a new contract:

1. Select template — Choose from your templates (filtered by appointment kind if applicable)
2. Select customer — Choose an existing customer or create a new one
3. Due date (optional) — Set a fillout deadline with quick-pick buttons (+3, +7, +14 days)

From an appointment

From the appointment detail page, tap + in the contracts section. See Contracts on Appointments for the appointment-specific flow, which includes:

• Auto-selection of templates based on appointment kind
• Auto-selection of customers
• Immediate sharing option

What happens on creation

When a contract is created:

1. The template’s blocks are copied to the contract
2. Bank details are resolved from the configured source (employee, company, or template)
3. An auto-generated sequence number is assigned
4. The contract starts in draft status