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Find contracts and resolve contract problems

Find existing contracts, create variations, and check common limits.

On this page

Find a contract

Open Sales Docs → Contracts to view contracts across your organisation. You can also open a customer and select Documents.

The organisation-wide list supports both current and earlier contracts. If you search by contract ID, enter the ID in the format requested beside the search field.

Create a variation

Open the contract’s actions menu and choose Create variation. Variations work with both current and earlier contracts. See Contract Variations.

Common issues and limits

  • Create Contract opens a lead conversion prompt: Contracts require a customer record. Convert the lead, then return to the proposal.
  • Create Contract is unavailable: A contract has already been created from that proposal, or your organisation does not have sales documents available.
  • A separate document type is missing: It appears only when the proposal contains products from categories assigned to that document type. Check Contract Document Types.
  • Contract wording is wrong: Update Templates → Contract for future contracts, or change the contract’s available fields before creating it. Contracts created with the template selector keep their saved wording and values. Earlier contracts continue to use their existing document flow; see the earlier template editor.
  • The send page rejects the message: Keep the required contract review button in the email.
  • The customer cannot sign: Confirm they opened the secure customer review link. Staff previews are read-only.
  • The customer is told the checklist is incomplete: Every configured checklist item must be selected before Accept Contract can continue.
  • The customer is told a document is not signed: Open and sign each included supporting document before accepting the full contract.
  • A signed contract cannot be resent: The current send page is unavailable after the contract is signed.
  • An earlier contract looks different: Open and manage it through the summary Neptune provides. Earlier and current contracts remain supported side by side.