FOCUS 01⊙
Contract management
Document typesSample document area
Document types
Distinguish contracts, addenda and revisions across records.
Commercial documents / Contract workspace
Contract management: drafts, revisions and archives
Manage contracts, addenda and revisions with quote matching, draft status, archiving and export tools.
PRODUCT VIEW
See how it works.
Keep contracts, addenda and revisions together with their document history and draft or sealed status. Choose active, archived or all records. Match documents through customer and reference-quote search; changed text is assessed through a new revision and its relevant approval requirements.
EXPLORE THE PRODUCT
Sample viewContract management
Content fields
01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT
Contract management
Prepared for a sample company.
Document types
Quote matching
Revisions and history
Review the work included and its terms.
01Prepare the draft
02Review relationships and revision
03Manage action status
FROM NEED TO OUTCOME
Where this helps.
Separate files can make it unclear which version of a contract relates to the quoted scope or which document has been archived.
WHAT YOU CAN WORK TOWARDS
Organize document preparation together with its relationships, revisions and action history.
STEP BY STEP
How to use it.
- 01
Prepare the draft
Identify the customer and document title, then edit the contract text in the workspace.
- 02
Review relationships and revision
Assess quote matching and the need for an addendum or revision within the document context.
- 03
Manage action status
Use export, archive and restore tools, completing approval-required steps through configured permissions.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Contract management
Quote matchingSample document area
Quote matching
Search the relevant customer and quote context to choose a document reference.
FOCUS 03↗
Contract management
Revisions and historySample document area
Revisions and history
Review the document through revision number, record status and available action history.
FOCUS 04◇
Contract management
Archive scopeSample document area
Archive scope
Separate active and archived records and manage archive or restore actions with the relevant reason.
FOCUS 05⌁
Contract management
Conditional approvalSample document area
Conditional approval
Apply separate required approvals in flows with authorized-person and customer verification configured.
IN EVERYDAY WORK
What it looks like in practice.
A scope change to existing work requires an addendum or revision.
Prepare the new wording while preserving the context of the previous document and quote.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in Professional and Business. Document management roles and sending or approval permissions apply separately.
- Draft and archive management is not a general electronic signature service automatically enabled for every customer.
- Sealing is available when authorized-person and customer verification setup is complete.
YOUR QUESTIONS
About this feature.
01Does quote matching automatically change the price?+
Matching gives the document a reference. It is not quote acceptance or a transfer of charges; the screen separately describes wording and revision conditions.
02Does a revision need new approval?+
In the relevant approval flow, new text and a new revision require current verification. Approval of a previous document does not automatically carry over to changed wording.
RELATED WORKFLOW GUIDES
You may also need these features.
Quote studioPrepare quick-price, service or project, product, subscription, revision and package quotes with customer, line-item and template context.↗Project referencesPrepare references with company and project name, industry, website, summary and results. Add eligible examples to quote previews and PDFs.↗Customer quote pageShow items, terms and project references on a shared quote page, then collect acceptance, revision requests or rejection through the relevant flow.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.
Security and team access
Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.