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Contract Lifecycle Management — Features (Full Detail)

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Features (Full Detail) — Contract Lifecycle Management

Current version: v1.0.0

End-to-end contract lifecycle tracking, stages, and governance for Perfex CRM

This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.

Feature catalog (explained)

Every major capability below is explained in plain language — what it is, why it helps, and how to use it.

1.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.

2.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Enable portal options in Settings, link the customer/supplier contact, then test with a portal login to confirm visibility and actions.

3.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Enable credentials in Contract Lifecycle Management → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.

4.

In plain words:

Why it matters: This supports compliance, audit readiness, and on-time operations so nothing important is missed.

How to use it: Open Contract Lifecycle Management in the admin sidebar, then use the related menu screen for this capability.

5.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Open Contract Lifecycle Management in the admin sidebar, then use the related menu screen for this capability.

6.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

7.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

8.

In plain words:

Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.

How to use it: Configure under Contract Lifecycle Management → Settings, and assign staff access from Setup → Staff → Roles.

9.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Go to Contract Lifecycle Management → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.

10.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

11.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

12.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Go to Contract Lifecycle Management → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.

13.

In plain words:

Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.

How to use it: Ensure Perfex CRM cron is running (`php /path/to/perfex/index.php cron/index`). Then enable the related option in module Settings so jobs, alerts, or queues process automatically.

14.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Go to Contract Lifecycle Management → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.

15.

In plain words:

Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.

How to use it: Configure under Contract Lifecycle Management → Settings, and assign staff access from Setup → Staff → Roles.

Screens map — what each menu is for

These are the admin screens registered by Contract Lifecycle Management. Click a name in the Knowledge Base for a full how-to, or open the path in admin.

#	Screen	Admin path	Guide
1	CLM Dashboard	`admin/contract_lifecycle_management`	How to use
2	Contracts	`admin/contract_lifecycle_management/contract_lifecycle_management_contracts`	How to use
3	Lifecycle Stages	`admin/contract_lifecycle_management/contract_lifecycle_management_stages`	How to use
4	Milestones	`admin/contract_lifecycle_management/contract_lifecycle_management_milestones`	How to use
5	Amendments	`admin/contract_lifecycle_management/contract_lifecycle_management_amendments`	How to use
6	Renewals	`admin/contract_lifecycle_management/contract_lifecycle_management_renewals`	How to use
7	Approvals	`admin/contract_lifecycle_management/contract_lifecycle_management_approvals`	How to use
8	Reports	`admin/contract_lifecycle_management/contract_lifecycle_management_reports`	How to use
9	Settings	`admin/contract_lifecycle_management/contract_lifecycle_management_settings`	How to use

Features & workflows from documentation

Features (Complete — Phases 1–6)

Lifecycle Stages — Draft, Review, Negotiation, Approval, Active, Renewal Due, Expired, Terminated
Contract Registry — Full CRUD with client, project, value, dates, and contract types
Core Contract Sync — Optional auto-link to Perfex CRM core contracts via hooks
Stage Transitions — Full audit trail with notes and staff tracking
Milestones & Obligations — Delivery, payment, review, renewal notice tracking per contract
Amendments & Version Control — Contract changes with diff view, attachments, core sync
Renewals — Renewal proposals, approval workflow, decision tracking, RR sync
Approval Workflows — Multi-level sign-off, configurable rules, stage gates, email alerts
Reports — Expiry register, stage pipeline, value by client/type, milestone tracker, RR links
REST API — Token-authenticated read access to contracts and related data
Webhooks — Outbound events for stage changes, expiring contracts, and renewals
CSV Export — Export any report with applied filters
Automation — Cron for milestones, expiry alerts, auto-expire, renewal stage moves
Dashboard — KPI cards, stage chart, pending approvals, expiring contracts
Permissions — Granular staff capabilities per feature

REST API

Base URL: {your-crm}/contract_lifecycle_management/clm_api

Authentication: X-CLM-API-Key: {token} or Authorization: Bearer {token}

Enable under Settings → Enable REST API, then generate keys under API Keys.

Listing highlights

Official HTML documentation (feature sections)

2. How to Use

First setup (recommended order)

Lifecycle Stages — Review seeded stages (Draft → Terminated). Edit names, colors, order if needed.
Settings — Set contract code prefix (default CLM-), default stage, expiry alert days, sync options.
Approval Rules (optional) — Define who must approve before certain stage moves.
Create a Contract — Contracts → New. Select client, dates, value, type, and stage.
Link Core Contract (optional) — Link a Perfex CRM core contract when sync is enabled.

Day-to-day workflow

Open a contract and transition stages with notes (full audit trail).
Add milestones for deliveries, payments, and review dates.
Create amendments when terms change; attach files; approve and apply.
Manage renewals before expiry; approve or mark not renewed.
Use Approvals for multi-level sign-off with email alerts.
Open Reports for expiry, pipeline, value, and milestone tracking; export CSV.
Check the Dashboard for KPIs, pending approvals, and contracts nearing expiry.

3. Features

Lifecycle Stages — Draft, Review, Negotiation, Approval, Active, Renewal Due, Expired, Terminated
Contract Registry — Full CRUD with client, project, value, dates, and contract types
Core Contract Sync — Optional auto-link to Perfex CRM core contracts via hooks
Stage Transitions — Full audit trail with notes and staff tracking
Milestones & Obligations — Delivery, payment, review, renewal notice tracking
Amendments & Version Control — Diff-style changes, attachments, core sync
Renewals — Proposals, approval workflow, decision tracking
Approval Workflows — Multi-level rules, stage gates, email alerts
Reports & CSV Export — Expiry register, stage pipeline, value by client/type
REST API & Webhooks — Token auth + outbound events
Automation — Cron for milestones, expiry alerts, auto-expire, renewal stage moves
Dashboard & Permissions — KPIs and granular staff capabilities

4. Permissions

Assign under Setup → Staff → Roles:

Capability group	Typical actions
Dashboard	view
Contracts	view, create, edit, delete, transition
Stages	view, create, edit, delete
Milestones	view, create, edit, delete
Amendments	view, create, edit, delete, approve
Renewals	view, create, edit, delete, approve
Approvals	view, submit, edit, delete, approve
Reports	view, export
Settings	view, edit

5. REST API & Webhooks

API

Settings → enable REST API.
Create a key under API Keys.
Send header X-CLM-API-Key: your_token or Authorization: Bearer your_token.
Base URL: {your-crm}/contract_lifecycle_management/clm_api

Webhooks

contract.stage_changed
contract.expiring
renewal.approved

Payloads are JSON with HMAC-SHA256 signature in X-CLM-Signature.

6. Cron Jobs

Background tasks run through Perfex CRM’s main cron. Example:

* * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1

Enable related options in module Settings (expiry notify, auto-expire, milestone overdue, renewal stage move).

7. Uninstall

Setup → Modules → Deactivate.
Click Uninstall.
All clm_* tables, clm_* options, and uploads/clm/ are removed.

Warning: Uninstall is destructive. Back up your database first. Core Perfex CRM data is not deleted.

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

Feature	Actions
CLM Dashboard `clm_dashboard`	view
Contracts `clm_contracts`	view, create, edit, delete, transition
Lifecycle Stages `clm_stages`	view, create, edit, delete
Milestones `clm_milestones`	view, create, edit, delete
Amendments `clm_amendments`	view, create, edit, delete, approve
Renewals `clm_renewals`	view, create, edit, delete, approve
Approvals `clm_approvals`	view, create, edit, delete, approve
Reports `clm_reports`	view, export
Settings `clm_settings`	view, edit

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Search Knowledge Base Articles

Contract Lifecycle Management — Features (Full Detail)

Features (Full Detail) — Contract Lifecycle Management

Feature catalog (explained)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

Screens map — what each menu is for

Features & workflows from documentation

Features (Complete — Phases 1–6)

REST API

Listing highlights

Official HTML documentation (feature sections)

2. How to Use

First setup (recommended order)

Day-to-day workflow

3. Features

4. Permissions

5. REST API & Webhooks

API

Webhooks

6. Cron Jobs

7. Uninstall

Staff permissions (from module)

Did you find this article useful?

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Contract Lifecycle Management — Quick Start Guide

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Contract Lifecycle Management — FAQ & Tips

Contract Lifecycle Management — Version & Changelog