Contracts and products
Record signed contracts, keep the product catalog, and track what each company has bought.
Add a contract
Go to Sales → Contracts and click +. Or click + on the Contracts card of a company page.
Fill in Title, Value, Currency, Start date, and End date.
Add Customer signed date and Company signed date when you have them.
Set a Renewal reminder date if the contract renews.
Choose the Account and the Assigned to user, then click Create.
Contract statuses are Not started, In progress, and Signed.
Once a week NextCRM checks for upcoming renewal reminder dates (within the next 30 days by default) and creates a renewal task for the user the contract is assigned to, due on that date. See Automatic follow-up.
The contract page
The Overview tab shows the contract details, Line Items, and Activities.
Line items work as on opportunities: click + to add a product or a custom item with quantity, unit price, and discount. To reuse the quote from a deal, click Copy from Opportunity, pick the deal under -- Select an opportunity --, and click Copy.
The product catalog
Sales → Products lists every product and service. Filter by Type (Product or Service) and Status (Draft, Active, or Archived). Click a product to see its Basic details, the Accounts that have it, and its History.
Only managers and admins can add, edit, import, or delete products.
Add a product (managers and admins)
Click + to open Create Product. Fill in Name, SKU, Type, Status, Unit Price, Unit Cost, Currency, Tax Rate (%), Unit, Category, and Description. For subscriptions, turn on Recurring billing and choose a Billing Period: Monthly, Quarterly, Annually, or One Time.
Import products from CSV (managers and admins)
On the products list, click Import.
Click Download CSV Template to get a file with the expected columns.
Fill in the template and choose it in the file field. A preview of the first rows appears.
Click Confirm Import. The dialog reports how many products were imported, how many rows were skipped, and any errors. Click Done.
Assign a product to a company
The Products card on a company page shows what the company has, with Product, Type, Qty, Price, Start, End, and Status.
To add one, click + on the card to open Assign Product. Choose the Product, then set Quantity, Custom Price (optional), Currency, Status (Active or Pending), Start Date, End Date (optional), Renewal Date (optional), and Notes.
To end an assignment, click Cancel in its row.
Only active products can be assigned. A Renewal Date also creates a renewal task for the company's assigned user when the date comes close.