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Creating and Managing Contracts
Use contracts to record recurring costs that clients will need to see on the budget forecast/roadmap
Importing contracts from HaloPSA
Importing Contracts from Autotask
Importing Contracts from Autotask (Primary Integration -> Autotask)
Importing Contracts from Autotask (Primary Integration -> ITGlue)
Importing Agreements from ConnectWise Manage (IT Glue)
Creating Contract Templates
Importing Agreements from Connectwise Manage (CW Manage)
Create a Contract