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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 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