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Contract Management

Manage customer contracts from setup through renewal. Track usage, automate billing, monitor profitability, and connect contract activity with CRM and financial data across your ERP platform.

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Automate Contract Workflows from Setup Through Billing and Renewal

Proactively monitor agreements, streamline administration, and gain comprehensive reporting from anywhere. Connect contract management to your Acumatica ERP solution for a unified view of transactions and customer relationships.

Designed for flexibility

Built to fit your business. Industry-specific editions designed to align with your operations and scale alongside your growth.

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Product highlights

Boost profitability with a complete contract module to support diverse needs.

Setup and activation
Usage and billing
Enterprise-wide workflows
AI-driven reporting
Setup and activation

Streamline contract creation

Create reusable contract items and customizable templates to standardize setup and reduce repetitive work. Configure contract terms including fixed pricing, recurring charges, usage limits, billing rules, renewal settings, and other agreement details before activating the contract.

Standardized templates help teams launch similar agreements consistently while retaining the flexibility to accommodate customer-specific requirements.

Acumatica customer contract setup screen
Usage and billing

Automate Contract Usage Tracking and Billing

Track contract usage and configure alerts as customers approach defined usage thresholds. Generate billing for fixed-price, recurring, or usage-based agreements according to established contract terms.

Connecting usage and billing with financial data helps finance teams improve billing consistency while giving customer-facing teams better visibility into contract activity.

Acumatica contract usage and billing screen
Enterprise-wide workflows

Connect your business, end to end

Seamlessly connect Contract Management with CRM and Financials for a unified view of customer relationships. Link contracts to non-stock items to automate price increases and maintain a single source of truth for all agreements.
Acumatica contract reporting dashboard
AI-driven reporting

Turn insights into action

Leverage advanced dashboards and reports to monitor key metrics such as contract profitability, renewals, and usage. Use these data-driven insights to drive business growth and boost productivity with templates for quick contract setup.
Acumatica contract renewal management screen

Build your perfect demo

Choose demos that show how Acumatica maximizes contract automation, billing, and reporting.

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Contract Management
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Screenshot of the Acumatica Contract Management Product Wheel

From our customers

  • "To underscore the seamlessness of adding another company, with the Malletech acquisition, it literally was the day that the public announcement went out, and that afternoon I saw the first Malletech invoice come through Acumatica and that it shipped. It was amazing that there was literally no lag in business. It was seamless for us, but more importantly, it was seamless for and from our customers."

    Ralph Torres
    Vice President of Operations    , Eastman Music Company

  • "The intercompany module is super easy to use. It’s easy to bounce back and forth from one company to another without needing all new passwords, new usernames, and different log ins."

    Scott McCalla
    Chief Strategy Officer    , International Pipe & Supply, LLC

  • "To have 100 percent visibility to everything no matter where we are in the world is invaluable."

    Keith Ford
    President     , Eagle Fence Distributing

Why Acumatica for contract management?

An integrated module that adds value to your operation

Customizable and flexible application
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Consumption-based licensing
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Enterprise-grade security
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Contract management knowledge center

Everything you need to automate, track, and optimize contract performance.

Integrations
Resources
ROI calculator
Supercharge your contract management with pre-built integrations

Expand capabilities with marketplace integrations

Connect best-in-class solutions from the Acumatica Marketplace to automate approvals, link finance and CRM data, and streamline billing and compliance.

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Resources built for smarter contract management

Find helpful tools, educational content, and data-driven resources that empower your team to reduce manual work, improve compliance, and drive stronger contract outcomes.

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ERP ROI Calculator

Calculate your ERP return on investment

Use our ERP ROI calculator to quantify benefits, uncover cost savings, and build a business case that aligns strategic goals with measurable results.

ROI calculator

FAQ

What is Contract Management Software?

Contract management software helps businesses create, track, bill, renew, and analyze customer agreements throughout the contract lifecycle. Within an ERP system, it can connect contract terms, customer information, usage, billing, and financial activity so teams can manage agreements without relying on disconnected applications or spreadsheets.

What does Acumatica Contract Management do?

Acumatica Contract Management focuses on the operational and financial management of customer contracts. Businesses can use it to set up and activate contracts, monitor usage, automate fixed-price, recurring, and usage-based billing, manage renewals, and analyze contract performance while connecting contract information with Acumatica CRM and Financial Management.

How does Contract Management Software work in Acumatica?

A typical contract workflow begins by defining contract items, pricing, usage limits, billing rules, and renewal terms. After the contract is activated, businesses can track activity and usage, generate billing according to the agreement, monitor performance, and update, renew, or terminate the contract as customer requirements change.

How does automated contract billing work?

Automated contract billing uses the pricing, billing frequency, usage, and other terms defined in a customer contract to determine when and how the customer should be billed. Acumatica can support fixed-price, recurring, and usage-based billing models, helping finance teams reduce repetitive invoice preparation and maintain a closer connection between contract activity and financial transactions.

Why manage customer contracts within an ERP system?

Managing contracts within an ERP system connects customer agreements with the operational and financial activity they generate. Instead of maintaining contract, CRM, billing, and accounting information in separate systems, teams can work from connected data across customers, usage, invoices, financial reporting, and other ERP workflows. This can reduce duplicate entry and provide clearer visibility into contract performance.

When should a business automate Contract Management?

Automation becomes more valuable as the number or complexity of customer agreements increases. Businesses may benefit when they manage recurring or usage-based contracts, track customer consumption, prepare recurring invoices manually, need better visibility into renewals or profitability, or maintain contract information across spreadsheets, CRM, and accounting systems. Automating these processes can reduce manual work while improving consistency and visibility across the contract lifecycle.

Building the future of business, together.

Acumatica's future-ready service module can make your life easier and help your business grow faster.