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Run your business / Contracts

Keep the agreement with the work it enables.

Bring contracts and e-signatures into the client journey. Keep the commercial agreement close to the company, contact and opportunity it belongs to.

See contracts in action
ContractsCONNECTED TO VITAE
  1. 01
    Prepare the agreement

    Use the client and commercial context to prepare the document.

  2. 02
    Collect the signatures

    Send it through the configured e-signature process.

  3. 03
    Start the work

    Keep the signed agreement with the client and billing handover.

One shared company record
Example workflow, configured around your business.

LESS FRICTION IN THE DAILY WORK

What contracts
does for your team.

A signed document is only part of the handover. Sales and operations also need to know who agreed what, which client it concerns and what should happen next.

01

Connected agreements

Organise contracts alongside the relevant relationship and work.

02

E-signature workflow

Move the agreement through the supported signing process.

03

Commercial handover

Keep the terms available for the team handling the next stage and billing.

HOW IT CONNECTS

Move from an agreed proposal into a signed engagement.

A smoother transition from winning the work to delivering and billing it.

Try the interactive examples

CONTINUE THE WORK WITH

Sales

Move opportunities from first conversation to agreement.

Invoicing

Keep billing connected to the client and agreed work.

CRM

Every client. One shared history.

BEFORE YOU START

Can we use our own contract wording?

Your commercial and legal terms remain yours. Bring the documents and approval process you use today so we can map the right setup.

Explore company pricing

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.

See what Vitae could do for you

A walkthrough built around your business and the tools you use today.