Business Contract Builder

This page is just for the agreement itself. Business profile data stays upstream, and pipeline details stay downstream after signature.

Profile Contract Delivery Pipeline Later

Save a draft here, then send it from the business profile list.

Linked Business Profile

The agreement snapshots the relationship details from the profile. Contract-specific address and revenue details live here on this page.

Contract Details

These fields belong to this agreement and will move forward with the signed contract.

Term Length (Months)

Recurring Revenue

Service Address

The location receiving service under this agreement.

Street Address

City

State

ZIP

Billing Address

Use this when invoices should go somewhere else.

Same as service

Street Address

City

State

ZIP

Pipeline Setup

Internal only — the customer never sees this. When the contract is signed, it flows into the pipeline automatically using these settings.

Incomplete

Project Category

Pipeline Template

Required for automatic pipeline handoff. Templates drive stage order and notifications.

Service Type

NPT Contract High Priority

Contract Structure

Build the agreement wording, pricing, and reusable terms from your profile context.

Proposal Number

Issue Date

Quote Valid For

business days

Revision Label

Option Heading

Term Label

Bandwidth Summary

Monthly Recurring Items

Items that bill every month.

Hardware and Installation

One-time charges and equipment.

Standard Terms

Seeded from your example contract so we can keep refining the language without rebuilding the flow.

Internal Notes

Next Move

Saving here keeps the agreement as a draft under the business profile. Sending, opening, signing, and pipeline handoff all happen afterward.

Back to Business Profiles

This contract builder is for internal CFN users.

Start from a business profile first.

Create Contract