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Best Practices for Using Contracts

< 1 min read

  1. Keep Contracts Organized:
    • Make sure to keep contracts properly organized by assigning categories and tagging them with relevant keywords (e.g., Signed, Pending, Draft). This helps in quickly filtering and searching through contracts.
  2. Use Contract Templates:
    • If your business uses the same type of contracts frequently, create contract templates. You can reuse these templates to speed up the contract creation process and ensure consistency.
  3. Track Contract Deadlines:
    • Use the contract due dates and reminder system to ensure that you don’t miss any important deadlines or milestones related to contracts.
  4. Attach Important Documents:
    • Always attach important documents related to the contract, such as scanned signed copies or related correspondence, to maintain a complete record.
  5. Use Digital Signatures:
    • Consider integrating digital signature solutions to make signing contracts faster and easier, especially when dealing with remote clients.
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