features - contract management
Customizable client contracts for the modern MSP that are simple, secure, and paperless.
Easy-to-build contracts so you can get them out in minutes
Remove bottlenecks in invoicing with seamless collaboration
Automatically pull client and pricing data into your contracts to draft contracts in a few clicks
There's nothing complicated about writing out contracts
Be it fixed price, block hours, or break-fix model, you can easily build custom contracts for clients at lightning-fast speed. You can automatically pull client, ticket, and work hours information directly into your contracts.
You name it, we got it — customize contracts of all types
You can build your contracts to include subscription products, hardware purchases, applications, custom pricing based on clients, special mentions and discounts, and blacklisted products. Everything you provide your clients is accounted for in a single contract.
Making changes to your contract? No problem. Editing a line item? We got that covered too.
Sometimes, you want to make changes to your contracts because your clients want to. You can simply edit the contract to include the required changes, extend the contract renewal dates, or delete it and build one from scratch. The contract will automatically be associated with the clients, assets, and tickets so you can bill your clients accurately.
Never miss a payment
You can set up automation to calculate meter-based charges from tickets and contract-based billing and combine them into a single invoice. You can manually send out the invoice or automate the billing workflow to save time and eliminate errors — your choice.
Contract collaboration without chaos
Contracts are serious business. So we made it easy for you to collaborate with your clients. Whether it is a dispute over an invoice or changes to a contract, you can align with clients from within the same window.
Streamline subscriptions in a snap
Managing recurring items and cloud subscriptions is a breeze! By integrating with Pax8, your client subscriptions are imported and mapped to their contracts automatically. Whether it's keeping subscriptions up to date, calculating prorate charges, or bringing your offerings together, we've got you covered.
One of us will get in touch with you in the next 24 hours to talk about the next steps.