Create Your First Contract
Once you have completed all the steps in the Quick Setup guide, you are now ready to start creating a new contract.
To create a new contract:
- Select the Contracts tab at the top of the page.
- Click New Contract at the top-right corner of the Contracts list page.
- Choose a contract type that you have previously created or choose from the pre-built templates in the Select Contract Type window, then click Continue. You will be directed to the New Contract form.
- Enter the Basic, Renewal, and Financial details in the New Contract form, then click Save and Continue either at the top-right or bottom-right corner.
Upon saving, the contract's detail page will appear, where you can author the contract document.
Note:
- Renewal details are applicable if the contract's term is Definite and the contract is renewable. For example:
- A one-year service contract between a company and a service provider for the provision of IT services. If the contract is defined as Definite for one year and includes a renewal option, the renewal details would specify the renewal term and other related details for extending the contract beyond the initial one-year period, enabling a seamless renewal process.
- Financial details are applicable if the contract type's intent is either Buy or Sell. For example:
- A purchase contract between a company and a supplier, where the company intends to purchase raw materials. Or a sales contract between a vendor and a customer, where the vendor sells a product. Capturing financial details like pricing and payment terms helps to determine the financial performance of these contracts.
For more information, see Creating and Authoring a Contract.
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