Contract Management Features & Capabilities | Custojo Help

Contract Management Features

Last Updated: 2026-01-15

Discover everything you can do with Contract Management in Custojo. This guide covers all features, from basic to advanced.


Feature Overview

Feature Description Available On
Create Contracts Create professional contracts with clients Pro, Enterprise
Contract Types Organize contracts by custom categories Pro, Enterprise
Value Tracking Track contract monetary values Pro, Enterprise
Date Management Set and monitor start/end dates Pro, Enterprise
User Assignment Assign contracts to team members Pro, Enterprise
Contract Prefix Custom contract numbering Pro, Enterprise

Core Features

Contract Creation

Create detailed contracts with all the information you need to track client agreements.

What you can include:

  • Subject/Title
  • Assigned user or client
  • Contract value (monetary amount)
  • Contract type (category)
  • Start and end dates
  • Detailed notes and terms

How to use:

  1. Navigate to Contracts
  2. Click + Create
  3. Fill in all required fields
  4. Click Save

Contract Types

Organize your contracts into categories that make sense for your business.

Common contract types:

  • Service Agreement
  • Non-Disclosure Agreement (NDA)
  • Employment Contract
  • Consulting Agreement
  • Partnership Agreement
  • Maintenance Contract

How to use:

  1. Go to Contract Types
  2. Click + Create
  3. Enter the type name
  4. Save

💡 Pro Tip: Set up your contract types before creating contracts. This makes organization much easier.


Contract Tracking

Keep track of all your contracts in one place with powerful filtering and search.

What you can track:

  • Contract status
  • Expiration dates
  • Total contract value
  • Contracts by type
  • Contracts by user

How to use:

  1. View all contracts from the main Contracts page
  2. Use filters to narrow down results
  3. Click on any contract to view details

Custom Numbering (Contract Prefix)

Set a custom prefix for your contract numbers to match your business style.

Default: #CON (e.g., #CON0001, #CON0002)

How to customize:

  1. Go to Settings → Contract
  2. Change the Contract Prefix
  3. Save

Examples:

  • #CON → #CON0001
  • CTR- → CTR-0001
  • 2026/ → 2026/0001

Advanced Features

Contract Reports

💡 Pro Tip: Use contract reports to get insights into your business agreements.

Generate reports to understand:

  • Total contract value
  • Contracts expiring soon
  • Contracts by type
  • Monthly/yearly trends

User Assignment

Assign contracts to specific users to track responsibility and ownership.

Use cases:

  • Track which salesperson closed which contract
  • Assign account managers to client contracts
  • Monitor team contract performance

Feature Comparison by Plan

Feature Free Pro Enterprise
Create Contracts -
Contract Types -
Value Tracking -
Custom Prefix -
Reports -
API Access - -

Learn More

Resource Description
🚀 Getting Started New to Contracts? Start here
🎯 How-To Guides Step-by-step tutorials
FAQ Common questions answered

Ready to try these features? Create your first contract