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Contracts Overview

FoxCLM Contracts is a full Contract Lifecycle Management (CLM) system for service businesses that need to send, sign, and track agreements. Every contract flows through a configurable status workflow; external parties sign via a public link; obligations are tracked with due dates; amendments and renewals are first-class.

What it covers

  • Contracts list - search, filter, and manage every contract
  • Editor - 6 tabs per contract: Details, Parties, Obligations, Signatures, Amendments, History
  • Designer - visual drag-and-drop layout for contract HTML
  • Templates - reusable starting points with default obligation schedules
  • Clause library - reusable paragraphs indexed by category and tags
  • Obligations - cross-contract tracking of commitments and due dates
  • Public e-signature - external parties sign at /sign/<token> with typed or drawn signature
  • Amendments - linked child contracts for modifications
  • Renewals - end-date-driven alerts and auto-renewal

Lifecycle statuses

StatusColourMeaningEditable
DraftgrayBeing composedYes
Under ReviewyellowInternal reviewYes
Submitted for ApprovalorangeAwaiting admin sign-offLocked
ApprovedgreenReady to send for signatureLocked
RejectedredAdmin rejected; can reviseLocked
Out for SignatureblueAwaiting external signerLocked
ActivegreenFully signed and in effectLocked
Expiring SoonorangeWithin renewal-notice windowLocked
RenewedtealSuccessfully renewedLocked
AmendedpurpleHas amendmentsLocked
Terminateddark grayEnded earlyLocked
Expiredlight grayPast end date without renewalLocked

Editing-locked statuses can be reverted with Revert to Draft, which unlocks the editor.

The Contracts page

Contracts list

Every row shows title, contract number (e.g. CT-2026-0105), type, current status badge, value, start/end dates, and per-row actions (Edit / Clone / Delete). Filter by type and status via the dropdowns, or search by title.

Top toolbar:

  • Search contracts - title, number, summary
  • Show Deleted - reveal soft-deleted contracts
  • All types / All statuses - quick filters
  • New Contract - open the creation modal
  • Filters / Columns - advanced narrowing and column toggles

Next steps

FoxCLM Documentation