Getting started with Contracts Addon

In this article, we’ll take a closer look at the Contracts addonOne of the addons of the Boost.space system. With this addon, you can easily manage your business contracts., introducing its key features and guiding you on how to enter data effectively.

Getting Started with the Contracts Addon

First, ensure the Contracts addonTools in the Boost.space system that extend primary modules with additional functionality, allowing customization of workflows to fit your company's needs. They offer features such as creating forms, managing projects, and facilitating communication. Each addon integrates with others, enhancing the overall functionality of your workspace. is installed on your desktop. If it’s not, go ahead and install it.

Once installed, open the addon, and you’ll be ready to create your first spaceIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access.. Follow the prompts to set up your space. At the final step, you can link this addon with other modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. and click Create.

Adding Your First Contract

After creating a space, it’s time to add your first contract. You have two ways to do this:

1. Create a New Contract: Enter contract details manually to establish a new contract from scratch.
2. Upload an Existing Contract: If you have contracts stored in other formats or systems, you can upload them directly into the addon.

Adding Details and Organizing Contracts

Once you’ve set up or imported a contract, you’ll be prompted to add essential details. Completing these fields helps you categorize and monitor the progress of each contract, ensuring clear recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. and easy access for updates.

• Basic Information: Here, you can fill in all the necessary information regarding your contract.

• Offers and Orders: This section allows you to create a new order from your contract at any time, streamlining the process from contract to fulfillment.

• Timeline: On this tab, you can log activities and monitor the progress of your contract, giving you an organized view of its development over time.

Managing and Tracking Your Contracts

Once added, your contracts will be visible within the space for easy management and organization. Key features include:

• StatusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently. Overview: Quickly see the status of each contract, whether it’s active, closed, canceled etc.
• Easy Access and Updates: Directly manage each contract within the addon—update details, adjust statusesIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently., and review case history as needed.

Contracts addon provides an efficient way to organize and track your business agreements, from initial setup to detailed tracking. Enjoy streamlined contract management with all essential tools right at your fingertips!

Contracts Addon Summary

The Contracts Addon helps you manage and track contracts efficiently. Set up dedicated spacesIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access., add contract details, monitor progress on a timeline, and update statuses like “Active” or “Closed.” Key features include customizable fields, an organized status overview, and tools for tracking contract development, providing streamlined contract management from start to finish.

If you need further assistance, please contact us directly at support@boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow!.