Feature available to administrators only.
A contract type is a reference framework that governs the entire lifecycle of the contracts derived from it: creation, negotiation, signature, and tracking.
It is made up of two distinct and complementary parts:
the Template (content)
the Automations (management rules)
Understanding the template section
The template section corresponds to the reference contractual document.
It allows you to:
import a Word document
automatically extract custom fields using AI
preserve or edit the contract formatting
translate the template if necessary
centralize the contractual content used for each project
The template defines the legal content of the contract.
Understanding the automations section
The automations section allows you to configure all the contract management rules throughout its entire lifecycle.
Settings are organized by stage:
They determine how contracts based on this contract type should be created, negotiated, signed, and monitored.