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Documentation Index

Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Contracts page (/success/contracts) is the unified view of every customer subscription across Salesbricks and Stripe. Use it for renewal planning, payment investigation, and ARR forecasting.

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Summary Cards

A row of status counts:
  • Total contracts
  • Active
  • Trialing
  • Past due
  • Expiring in 30 days
  • Canceled
  • Expired
  • Pending
  • Draft

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Filters

  • Status dropdown — All / Active / Trialing / Past due / Expiring in 30 days / Canceled / Expired / Pending / Draft
  • Source dropdown — All / Salesbricks / Stripe
  • Search — by customer name, email, domain, or product name

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Contract Table

Each row shows:
ColumnMeaning
CustomerCompany name + logo
ProductProduct / plan name
StatusColor-coded badge matching the filter list
AmountTotal contract value
MRR / ARRMonthly / annual recurring revenue
Billing intervalMonthly, annual, or custom
Renewal dateEnd date of the current term
Payment statusActive, trialing, past-due
Rows from accounts routed in from Health show a Routed from Health badge.

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Contract Detail Sheet

Click any row to open the detail sheet:
  • Full contract history — every term, renewal, amendment
  • Invoice timeline — Stripe invoices with payment status
  • Payment retry attempts — for past-due accounts, the retry log
  • Linked requests — feature requests tied to this contract (from Close the Loop matching)
  • Renewal draft button — start a renewal motion from the detail sheet

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What Contracts Is For

  • Renewal planning — filter by Expiring in 30 days to see your renewal pipeline
  • Payment investigation — filter by Past due to find accounts where billing has stalled
  • ARR forecasting — the summary cards give you total ARR by status; export the table for finance
  • Cross-source reconciliation — Salesbricks and Stripe data side-by-side; spot mismatches

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Routing From Contracts

Each row’s menu lets you route the account to:
  • Health — if you’ve noticed risk while reviewing
  • Re-engage — for canceled / expired accounts worth a winback
  • Pipeline — if a renewal looks like a real expansion conversation

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When the Data Is Stale

The page shows the last refresh time. If Salesbricks or Stripe sync is paused, you’ll see a connection warning at the top. Use Open Integrations to fix it.

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Demo Mode

The Preview with demo data button loads sample contracts (Pied Piper) so you can explore the layout, filters, and detail sheet without live billing connected.
Expiring in 30 days + Active status is your single highest-leverage filter. It surfaces the renewals that need work right now — sort by ARR descending and you have a perfectly-prioritized week of renewal calls.