Skip to main content

​
Steps to create a contract

​
Preliminary steps

  1. Navigate to the Contracts section in the side panel.
  2. Select the Contracts option to open the Contracts page.
  3. Click on the + ADD NEW CONTRACT button to open the Create Contract form.

  1. Fill in the following details:
This form doesn’t have a renewal policy field. Every contract is fixed to Don’t renew automatically. If you want a different renewal behavior, set it as your organization’s default under Settings → Contracts & Invoices. See contract renewal: concepts for how that works.
  1. Click on the PROCEED button, and you will be taken to the Summary tab of the Contract Details page.

​
Add features

🔖 Phase 1: the default phase A default phase is created for you automatically, spanning the same start and end dates as the contract.
  1. Click on the Configure Features button.
Free units and grants aren’t configured here. Those are product-level features, set up on the product’s own pricing rather than on the phase.

​
Add products

  1. Click on the + ADD PRODUCT button.
  2. Search for the product name.
  3. Select the desired product from the list of products.
  4. Select the pricing details.

​
Edit contract details

  1. In the Summary tab of the Contract Details page, you can edit the contract details by clicking on the EDIT button.
  1. Update the required details in the Update Contract form.
  2. Click on the UPDATE button to save the changes.