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Contracts

The Contracts screens manage legal service agreements between MIDDAG and its customers. A contract formalizes the terms, scope, duration, and financial conditions of an engagement. Contracts are linked to organizations and can be associated with orders, entitlements, and services.

List view

Open MIDDAG Account > Contracts to see all contracts across all organizations.

Columns

ColumnWhat it shows
NumberContract number and year (e.g., "0042/2026"). Clickable -- opens detail.
ClientClient name from the contract (typically the organization's legal name)
OrganizationThe customer organization (clickable link to Organization detail)
StatusDraft (gray), Active (green), Paid (green), Archived (gray), or Cancelled (red)
ObjectBrief description of the contract's scope
Issue DateWhen the contract was issued
DurationContract duration (e.g., "12 months")
Total ValueTotal contract amount with currency
  • Search -- type a contract number, client name, or organization name
  • Status -- filter by Draft, Active, Paid, Archived, Cancelled, or All
  • Year -- filter by contract year
  • Organization -- filter to a specific organization

Detail view

Click any contract number to open the detail view.

The header shows:

  • Contract number/year with a status badge
  • Client name
  • Action buttons: Edit, Archive, Cancel (available actions depend on current status)

Contract terms

The main section displays the contract's legal and financial details:

FieldDescription
Number / YearContract identifier
Client NameLegal name of the contracting party
Client DocumentCNPJ, EIN, or VAT number
Client EmailContact email
Client PhoneContact phone
Client AddressFull address
Legal RepresentativeName of the client's legal representative
Representative DocumentRepresentative's document number
ObjectDescription of the contract's scope
ProposalReference to the originating proposal
Proposal OriginWhere the proposal came from (HubSpot, manual, etc.)
DurationContract term length
DeadlineDelivery or completion deadline
Issue DateWhen the contract was issued
Acceptance DateWhen the client signed the contract

Financial details

FieldDescription
Monthly AmountRecurring monthly value
Total AmountTotal contract value
CurrencyBRL or USD
Payment MethodStripe Card, Pix, Boleto, or other
Payment Due DateWhen payments are due
Service LimitPre-approved service hours (UST limit)
Service AmountService unit amount

Linked records

Below the financial details, links to related records:

  • Organization -- the customer
  • Order -- the WooCommerce order linked to this contract
  • Environments -- managed environments governed by this contract
  • Services -- service projects linked to this contract
  • Documents -- attached files (signed PDFs, amendments, addenda)

Amendment history

A chronological list of amendments and changes to the contract: date, description of the change, and the admin who made it. This provides an audit trail for contract modifications.

Actions

ActionAvailable whenWhat it does
EditDraft or ActiveUpdate contract terms, dates, or financial details
ArchiveActive or PaidMark as archived (data preserved, hidden from default list)
RestoreArchivedRestore to active status
CancelDraft or ActiveCancel the contract with a required reason note

Creating a new contract

Click + Create from the Contracts list. The form asks for:

  • Organization (select from existing organizations -- auto-fills client details)
  • Contract number and year
  • Object (scope description)
  • Duration and deadline
  • Financial terms (monthly amount, total, currency, payment method)
  • Service limits (if applicable)
  • Notes

After saving, the contract starts in Draft status. Edit it to add final terms, then the client's acceptance moves it to Active.