Automatic Contract Generation and Contract Templates

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Status: New

UCRM has all the required details to generate a new contract for a customer on the fly and/or potentially give the customer the ability to order their own services.


Having UCRM generate contracts based on services selected or fillout contract templates for customers to sign would be a huge sales tool for us and give many of our onsite techs the confidence to close deals rather then passing onto the sales team to follow up.


A simple template for each service that automatically filled in name, date ect when assigning to a customer would be hugely benificial.

on ‎10-05-2018 07:04 AM

i agree to @hippysniper. Today we have our contracts signed from our website with a wordpress-plugin  "e-signature" that collects data from a Ninjaform.

Wich is a nice way to go but this would be so much better. Everything in one place.




on ‎01-11-2019 03:58 AM

yes, I agree, this feature is very much needed