Client Contracts - Tutorials

Client Contracts

• Create Client Contracts
• Update the Schedule of Values (SOV) on a Client Contract
• Edit a Client Contract
• Approve a Client Contract
• Email a Client Contract
• Export a Client Contract
• Export a Client Contracts List
• Delete a Client Contract
• Manage Rows & Columns in the Client Contracts Tool
• Search for and Add Filters to Client Contracts
• View Client Contracts
• View the Change History of a  Client Contract

Change Orders

• Configure the Number of Client Contract Change Order Tiers
• Add Filters to the Change Orders Tab on a Client Contract
• Create a Commitment Change Order from a Client Contract Change Order
• Add Financial Markup to Client Contract Change Orders
• Remove a Client Contract Change Order

Configuration Tasks

• Configure Settings: Client Contracts
• Edit the Advanced Settings Tab on a Client Contract
• Enable Financial Markup on a Client Contract

Progress Billings

Integrations

• DocuSign®