Manage contracts and renewals
Open Contracts and click New contract to record an AMC, retainer or agreement with its dates and value. Send it as a PDF, mark it signed, and renew it in one click. EaseDesk gives the owner a task 30 days before it ends.
In EaseDesk: Contracts → New contract. Log in or start a free trial.
Steps
- 1 Open Contracts from the Sales menu and click New contract.
- 2 Pick the customer or vendor, enter a Title such as "Annual maintenance of 40 laptops", and choose the Type and Owner.
- 3 Enter when it Starts and Ends, its Value, the Terms, and any note to print at the end. Click Add contract.
- 4 Click Send to email the contract PDF, now or at a time you choose.
- 5 When it comes back signed, click Mark signed, enter who signed it and on which date, and attach the signed copy under Signed copy and files.
- 6 Near the end date, click Renew. A draft copy starting after the end date is made for you to check and send.
The life of a contract
| Status | Meaning |
|---|---|
| Draft | Being prepared |
| Sent | Emailed to the customer or vendor |
| Signed | Accepted, with who signed and when |
| Expired | Past its end date |
| Cancelled | Ended early, with the reason kept |
Each contract has its own number, such as CON/26-27/0001. Renewals remember what they renewed, so you can follow an AMC from year to year.
Finding contracts
The Contracts page opens on Active, with tabs for Ending in 30 days, Drafts and All. Search by number, title, customer or vendor. Archive tidies away a contract you no longer need to see; Restore brings it back.
On a contract’s page you also find its Tasks panel and its files. The Team note is for your staff and is never printed.
Reports
The Contracts report under Reports → CRM lists active contracts, those expiring soon and their value by type.
Who can do it
Seeing contracts and changing them are separate permissions. The Owner and Admins have both; give them to others with a custom role under Settings → Roles.
Questions
Will EaseDesk remind me before a contract ends?
Yes. Thirty days before a contract's end date, its owner gets a task to follow it up, with the usual reminders. Contracts ending within 30 days are also listed on the Ending in 30 days tab.
What happens when a contract's end date passes?
A signed contract is marked Expired the morning after its end date. It stays on record, with a link to the renewal if you made one.
Can I use my own contract types?
Yes. Click Types on the Contracts page and add your own, such as AMC, retainer, subscription or NDA. Types group your contracts and appear in the Contracts report.
Does a contract raise invoices by itself?
No. A contract records the agreement and its dates. To bill a retainer or AMC every month, set up a recurring invoice for the customer.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 28-09-2026.