- Open Tasks
- Details
Add a Contracts system to manage client agreements with:
Contract types: Full Managed, Partial Managed, Break/Fix
SLAs: Response & resolution times by priority
Billing: Standard & after-hours rates
Status tracking: Active, Expired, Pending, Terminated
Contract templates: Quick onboarding for new clients
Client snapshots: Preserve historical info
Renewal & audit: Start/end dates, update frequency, timestamps
contracts: contract_name, contract_status, contract_type, SLA fields, client info snapshot, contact/agent info, rates, net terms, support hours, start/end dates, renewal frequency, timestamps
contract_templates: template_name, type, SLA defaults, rates, net terms, support hours, renewal frequency, details, timestamps, company_id
Admins can create/edit templates
Agents can view contract SLAs & details
Billing info and client snapshot are preserved
Contracts can be generated from templates
Acceptance Criteria
Templates can be created/edited/deleted
Contracts can be generated from templates
SLAs, rates, and metadata are stored
Client info snapshot is preserved
Status and timestamps are tracked
| Milestone: |
No milestone set
|
|---|---|
| Assigned To: |
Pizza Man
|
| Created Date: | 2025-11-07 16:55:21 |
| Discussion Link: |
No Comments