Contracts (Advanced): Link to Jobs & Set Up Automove

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Linking contracts to jobs makes them immediately available in their pipeline, enhancing your workflow. Plus, you can use Automove so that once a contract is fully signed, the job automatically moves to the next stage.

Contracts can be linked to jobs by a firm owner, Admin, or any employee who has been given access rights to manage contracts. They are linked either manually or via automation. While adding contracts to a pipeline using automations involves a change in the pipeline template, manual linking allows you to track all contracts within a pipeline without modifying the template.

Here’s how it works:

1. Access the pipeline settings, add the stage for sending the contract, then toggle on Automove Jobs. You can either add the Send Contract automation (for more details, go here) or link an unsigned contract manually (step 2 below).

2. There are three ways to link a contract manually:

  • From the contract creation/editing screen: Click the Add link, then Link to Jobs, and select the jobs. Once linked, the Jobs section is displayed. You can see the job title and the pipeline it belongs to.
  • From the contract list: Click the three-dots icon to the far right of the contract, select Link to Jobs, then select the jobs from the list, and click Submit.
  • From a pipeline: Make sure that the job is in the right stage, click the job box, click + Link on the top right, select contracts, then choose the contracts. By default, only pending contracts are shown. To see all contracts, click the Filter button, select All, then click the Apply button.

No matter what the option is used, you can:

  • Link any contract previously sent to users of the account.
  • Link as many contracts to a job as needed.

That’s it! Once the client signs the contract, the job is automoved to the next stage. Or if you’re manually moving a job to the next stage, decide what to do with the pending contract—unlink it or move it to the next stage (for more details, go here).

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