How to Create a Contract in Custojo | Step-by-Step Guide

How to Create a Contract

Time: 3 minutes Difficulty: Easy Last Updated: 2026-01-15

Learn how to create a new contract in Custojo. This guide covers all required fields and includes example values.

Overview

This guide shows you how to create a new contract in Contract Management. Contracts help you track agreements with clients, including values, dates, and terms.

Before You Start

Make sure you have at least one contract type created. If not, see How to Create Contract Types first.

Step-by-Step

Step 1: Navigate to Contracts

Log in to your dashboard
Click Sales or CRM in the sidebar
Select Contracts

Step 2: Click Create New

Click the + Create or + Add Contract button (usually top-right)

Step 3: Fill in the Form

Required Fields:

Field	What to Enter	Example
Subject	Contract title/name	"Website Development Services"
User/Client	Select the person/client	John Smith
Contract Type	Select category	Service Agreement
Value	Contract amount	5000
Start Date	When contract begins	2026-01-15
End Date	When contract expires	2026-12-31

Optional Fields:

Field	Purpose	Example
Notes	Additional terms, conditions	"Payment due within 30 days of invoice"

Step 4: Save

Review all fields
Click Save or Create
You'll see a success message
Your contract now has a number (e.g., #CON0001)

Example Contract

Here's a complete example:

Field	Value
Subject	Annual Support Contract
User	Acme Corporation
Type	Service Agreement
Value	$12,000
Start Date	2026-01-01
End Date	2026-12-31
Notes	Includes 24/7 support, monthly reports

Tips

💡 Best Practice: Use descriptive subjects that include the client name or project for easy searching later.

💡 Pro Tip: Set up contract types before creating contracts to keep everything organized.

Common Issues

Issue	Solution
Can't find contract type	Create a contract type first
No users in dropdown	Add users to your workspace first
Error on save	Check all required fields are filled

Related Guides

Need help? Contact support@custojo.com