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Contract Management (Gestione Contratti) generates professional service contracts using client and company details, creates PDF documents, and delivers them via email for review and signature. Open Contract Management →

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Workflow Visualization

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What It Does

  • Contract Generation: Creates service contracts with client and service details
  • PDF Creation: Generates professional PDF documents with company branding
  • Email Delivery: Sends contracts to clients via email with attachments
  • Status Tracking: Manages contract lifecycle from DRAFT to SENT

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Key Features

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Contract Creation

  • Client selection from available database
  • Service selection (Rail Transport, Road Freight, Warehouse Storage)
  • Automated contract ID generation
  • Professional PDF formatting with AlpeAdria branding
Contract Creation Interface

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PDF Generation

  • Company logo and footer integration
  • Client contact details and address
  • Service description and terms
  • Payment terms and signature sections

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Email Integration

  • Routes through Communication flow for delivery
  • Attaches PDF contract as email attachment
  • Updates contract status upon successful delivery

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Commands

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Create Contract

Creates a new contract draft with selected client and service. Inputs: 
{
  "Cliente": "ALPHA S.R.L",
  "service": "Rail Transport"
}
Output: Success message with link to view the drafted contract

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View Contract

Displays the contract PDF with an option to send. Inputs: 
{
  "contract_id": "CON-1234567890-5678"
}
Output: Embedded PDF viewer with contract details and send button

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Send Contract

Sends the contract to the client via email. Inputs: 
{
  "contract_id": "CON-1234567890-5678"
}
Output: Email delivery confirmation and status update

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How to Use

1

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Create a Contract

Select a client and service to generate a new contract draft. The system creates a unique contract ID and generates a PDF.
2

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Review the Contract

Use the “View Contract” command with the contract ID to preview the PDF document before sending.
3

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Send to Client

Once reviewed, use “Send Contract” to deliver the PDF to the client’s email address for signature.
Contract PDF Preview

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Technical Details

Database:
  • Contracts: datalake_main.db_ai-loop_contract
  • Client Data: datalake_main.db_ai-loop_anagrafica_completa
Available Services:
  • Rail Transport
  • Road Freight
  • Warehouse Storage