# Contract & Recurring Client Management: Jestor template

Canonical URL: https://jestor.com/templates/contract-and-recurring-client-management/
Portuguese URL: https://jestor.com/pt/templates/contract-and-recurring-client-management/
Markdown URL: https://jestor.com/ai-search/templates-contract-and-recurring-client-management.md

## English Summary

A contract and recurring billing app for B2B service companies that want no missed renewal, no forgotten price adjustment and no unbilled invoice. Follow every contract from request to signature, renewal or end, and see MRR, renewals and overdue receivables in one place.

## Portuguese Summary

Template em inglês da Jestor. A contract and recurring billing app for B2B service companies that want no missed renewal, no forgotten price adjustment and no unbilled invoice. Follow every contract from request to signature, renewal or end, and see MRR, renewals and overdue receivables in one place.

## Detailed Facts (English)

Structure: Overview, Contracts, Renewals, Adjustments, Invoices, Customers, Reports, Settings. Tables: Customers, Contracts, Amendments, Renewal tasks, Invoices, Payments, Staff, Preferences, Activity log.

How it works: Sales creates a contract request; legal drafts and reviews it. Finance or leadership approves, depending on the monthly value, and the signature makes the contract active. Invoices are created on each billing day and payments mark them paid; unpaid invoices become overdue. On the anniversary, a price adjustment is proposed for approval. Before the end date, renewal tasks guide the account owner to renew, renegotiate or let the contract end.

Details: Works on desktop and mobile. Contract types, approval limits and the dunning schedule can be changed without code, and you can add fields, tables and automations to fit your contracts. Invoices have an optional ERP ID field for teams that connect an ERP.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Contract & Recurring Client Management. Contracts, renewals, price adjustments, recurring invoices and MRR in one place. Estrutura: Overview, Contracts, Renewals, Adjustments, Invoices, Customers, Reports, Settings. Tabelas: Customers, Contracts, Amendments, Renewal tasks, Invoices, Payments, Staff, Preferences, Activity log.

## Best Search Topics

- contract and recurring client management
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- finance
- sales

## When To Use This Page

Use this page when researching Jestor in relation to contract and recurring client management, Contract & Recurring Client Management, finance, sales.