Overview
Office → Contracts and Financing integrate with order workflows where configured. Customer reviews stores structured feedback for quality control.
Workflow
- Attach executed contracts to the right order or customer.
- Record financing programs consistently with your policies.
- Review feedback for patterns, not drama.
Practical note
Signatures matter—store references where your attorney agrees.
Admin setup
Categories in admin; contract templates Contract Templates; reports Reports.
Advanced options
Report builder, mailings with segmentation discipline.
Troubleshooting
Report empty: check archive filter and date range.