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:
- Navigate to Contracts
- Click + Create
- Fill in all required fields
- 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:
- Go to Contract Types
- Click + Create
- Enter the type name
- 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:
- View all contracts from the main Contracts page
- Use filters to narrow down results
- 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:
- Go to Settings → Contract
- Change the Contract Prefix
- Save
Examples:
#CON→ #CON0001CTR-→ CTR-00012026/→ 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