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Creating contracts

Making a contract takes a few steps: name it, choose who it's for, write the agreement (or start from a template), and decide what to do with it. Here's the flow.

1. Start a new contract​

From the Contracts page, click New Contract.

Give it a Contract Title: this is required. CoreHue also assigns a contract number automatically, like CON-001, so each contract has its own reference.

2. Choose the source​

Pick where the contract is coming from. This sets who it's for:

  • Client: an existing client.
  • Booking: a booking, which also brings booking details into play.
  • Lead: a lead who hasn't booked yet.

Whichever you pick, the client is resolved for you. You can also add an optional Linked Invoice and an optional Expiry Date for signing.

3. Write the agreement​

The Body is a rich-text editor where you write the contract. The toolbar gives you:

  • Headings, bold, italic, underline, strikethrough, and highlight.
  • Lists and text alignment.
  • Insert Variable: details that fill in automatically when you send.
  • Client Field: a spot for the client to fill in before signing.

See Variables and fields for how those two work.

Build from a template​

Rather than starting blank, choose Choose a template to load one of your saved contract templates. Its wording and fields drop straight in, ready for you to tweak. CoreHue also seeds a set of starter templates for new accounts. See Contract templates.

Save your work​

When you're ready, you have a few options:

  • Save as draft: keep working on it later.
  • Save & send: send it to the client right away.
  • Pre-sign before sending: add your signature first with Sign & Send, so the client sees it already there.
  • Save as template: reuse this contract's wording for future clients.

Next steps​

Head to Sending and signing to get your client's signature.