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Help

How-tos and user guides for Cloud Contracts 365.

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How do I use Cloud Contracts 365 with a PSA or Quoting Tool?

Overview This article explains how to generate a contract in Cloud Contracts 365, copy the unique...

How do I set up my HaloPSA Integration?

This guide will walk you through setting up your HaloPSA integration and configuring your quotation...

How do I add signatures to my documents?

There are a few ways signatures can be added to documents in the Cloud Contracts 365 platform....

How do I delete a contract?

Overview If you have outdated, duplicate, or incorrectly uploaded contracts, you can remove them...

How to invite new users to your workspace

Invite new users to join your organisation Admin role users can invite new users to join their...

How to manage plans and billing

The Plans & Billing section can be found within Account Settings. Here you are able to see details...

How to add favourite companies and contacts

Creating Favourite Companies To save time when creating contracts in Contract Builder you can save...

How to manage Contract Reminders

Cloud Contracts 365 allows you to set up reminders for your contracts, ensuring that you and your...

How to use Contract Reviewer

Contract Reviewer is designed to show the potential risks associated with a contract, and is always...

How to create a contract

Video guide How do I find Contract Builder? All contract creation starts via the Contract Builder...

What our customers say

We’re proud to be part of our clients' success stories. Here’s what our awesome clients have to say!

Awards and Recognition for Cloud Contracts 365

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