Create, send and sign contracts in Foundbase — linked to CRM and tasks, with automation that updates leads and follow-up in the platform or through integrations and API, so agreements run from dialogue to signature without switching tools.
Bring customer contracts, supplier agreements and HR documents together — with e-signature, version control and automation linked to sales and tasks.
Many teams handle contracts in email, PDF folders and separate signing tools. That works with a few agreements — but quickly creates uncertainty about status, version and who should act next.
Contract work is not just about storing documents. It is about giving each agreement a flow: from draft and approval to signing, follow-up and renewal — clearly linked to the customer, tasks or relationship it belongs to.
When sales uses CRM, HR uses its own templates and purchasing keeps suppliers elsewhere, it becomes hard to track status, follow-up and lead updates — especially without automation.
Contract work creates the most value when agreements link to sales, tasks and automation. These areas in the system help teams move agreements from dialogue to signature — and keep leads updated.
Agreements connect sales, delivery, purchasing and HR. When contracts sit apart from the work teams already do, delays, version confusion and missed renewals follow.
A unified contract flow lets teams act proactively — instead of reacting when a deadline is missed or the wrong version was sent for signature.
For growing companies, it is especially important that several people can see the same status and history before they follow up or take over a relationship.
Documents sit in email and folders while status only exists with whoever last touched the agreement.
Signing is delayed because nobody has visibility into who still needs to sign — or which version is being circulated.
Renewals and terminations are discovered too late because deadlines are not visible in the system the team actually uses.
Foundbase brings creation, status, signing and history together in one platform — linked to customers, tasks and automations.
Teams can start contracts from CRM, follow signature status live and set automatic reminders on renewal and deadlines.
Use templates for recurring agreement types — so quality stays consistent and creation takes minutes instead of hours.
Link each contract to the relationship or tasks it belongs to — so context is not lost on handover.
Set reminders on renewals and key dates so decisions happen in time — not after auto-extension.
Review contract status regularly alongside pipeline and tasks — so the team prioritizes from live status, not assumptions.
Foundbase unifies drafting, review and e-signature to remove handoff delays across the signing process.
Yes. Version history and current active version are visible so teams always work from the correct document.
Deadlines and reminders are built in, helping teams act before critical dates pass.
Yes. The contracts module supports multiple agreement types in one structured workflow.
