Category: Core Features

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

How to Create Contract Types

Time: 2 minutes Difficulty: Easy Last Updated: 2026-01-15

Contract types help you organize contracts by category. This guide shows you how to create and manage contract types.

Overview

Contract types are categories that help you organize your contracts. For example, you might have "Service Agreement", "NDA", or "Employment Contract" as types.

💡 Recommended: Set up contract types before creating contracts.

Step-by-Step

Step 1: Navigate to Contract Types

  1. Go to Sales/CRM → Contracts
  2. Look for Contract Types in the submenu or tabs
  3. Click to open

Step 2: Click Create

  1. Click the + Create or + Add Type button

Step 3: Enter Type Name

  1. Enter a descriptive name for the contract type
  2. Keep it short and clear

Examples:

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

Step 4: Save

  1. Click Save or Create
  2. The type now appears in your list
  3. You can use it when creating contracts

Suggested Contract Types

Here are common contract types for different businesses:

For Service Businesses

Type Use For
Service Agreement General service contracts
Retainer Agreement Ongoing monthly services
Project Contract One-time project work
Maintenance Contract Support & maintenance

For Agencies

Type Use For
Client Agreement New client onboarding
NDA Confidentiality
Statement of Work (SOW) Project scope

For Employment

Type Use For
Employment Contract Full-time employees
Contractor Agreement Freelancers
Internship Agreement Interns

Managing Contract Types

Edit a Contract Type

  1. Find the type in the list
  2. Click Edit or the ⋮ menu → Edit
  3. Update the name
  4. Save

Delete a Contract Type

  1. Find the type in the list
  2. Click Delete or the ⋮ menu → Delete
  3. Confirm deletion

⚠️ Note: You may not be able to delete types that are in use by existing contracts.

Tips

💡 Best Practice: Start with 3-5 contract types and add more as needed.

💡 Naming: Use clear, standard names that your whole team will understand.

Related Guides

Need help? Contact support@custojo.com