Before you start
Make sure the customer already exists in Zenskar, and that you’ve added at least one product to your catalog. You’ll need both before you can build a contract.Step 1: Start a new contract
- Go to Contracts in the side panel and click + ADD NEW CONTRACT.
- Leave Get started with a plan unchecked. This walkthrough builds a contract from scratch rather than from a reusable template.
- Select the Customer.
- Give the contract a name.
Step 2: Set the contract period and billing cycle
- Set the Contract period, the start and end dates the agreed terms are valid for.
- Set Start billing cycle on, the date invoicing actually begins. This can be different from the contract’s start date.
- Choose the Currency.
- Click Proceed. You’ll land on the contract’s Summary tab, with a default phase already created spanning the full contract period.
There’s no renewal policy field on this form. Every contract renews according to “don’t renew automatically” unless your organization has set a different default. See contract renewal: concepts if you want to change that.
Step 3: Add a product
- Click + Add Product.
- Search for and select the product you want to sell on this contract.
- Choose its pricing.
Step 4: Add a discount
- Click Configure Features on the phase.
- Add a discount, for example 10% off.
Contract features
See every feature type available at the contract level.
Step 5: Review and activate
- Review the contract’s Summary tab.
- Move the contract from draft to active when you’re ready for it to start billing.
What’s next
- To build this same contract from a reusable template instead, see how to create a contract from a plan.
- To create a contract by uploading a signed agreement instead of building one by hand, see how to create a contract via AI.
- To understand how contracts, phases, products, and features relate to each other, see contract: concepts.