Contracts
Opentra handles the full contract lifecycle — from drafting a managed-service or project agreement to a signed approval on a no-login client portal.
Approval portal
Section titled “Approval portal”Send a contract for approval and the client reviews and approves it on a clean, token-based portal — no account required. Approvals capture the client’s IP and user-agent for the audit trail.
Owner & admin contacts
Section titled “Owner & admin contacts”Each contract has an owner and an admin contact, which also drive who receives monthly service reports.
Output
Section titled “Output”- PDF export of the agreement.
- Branded approval emails.
- Managed-service vs one-off work map to different Xero account codes, set at contract creation.