Keep terms in one record
Maintain client contracts with dates, billing terms and linked company records. Set a default contract for a company’s work.
Back to featuresContracts and SLAs
Client commitments
Keep service commitments with the client
Keep commercial terms and service expectations connected to day-to-day client work, from contract review and signature to renewal and billing.
Review and sign
Request contract approval and record the decision. Authorized clients can sign eligible contracts through the portal.
Prepare for renewal
Track contract expiry and renewal dates. Create a renewal from an existing contract and configure expiry alerts.
Define service expectations
Configure SLA policies for first-response and resolution targets, including business hours and pauses. Link client requests to their contract.
Connect terms to billing
Maintain contract user rates and recurring billing settings. Configured contract billing can generate invoices for review or issue them under the workspace’s approval rules.
Works with
Continue the work across UnifyDesk product areas.