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A counterparty is a legal entity with whom you enter into a contract. For example, your customers, vendors, or partners.
A well-drafted contract aims to explain, in explicit detail, the rights and obligations of your organization and the counterparty in every conceivable circumstance.
In a typical contract workflow, you negotiate with a counterparty for agreement on the terms and conditions. The contract becomes effective only if authorized representatives from your organization and the counterparty sign the contract document.
Tip:
You can also access the Edit Counterparty form directly from the counterparties list page. To do so, click More next to the counterparty, then choose Edit.
Delete a Counterparty
Tip:
You can also delete a counterparty from the counterparty details panel. To do so, click More at the top-right corner of the panel, then choose Delete.
View Contracts Related to a Counterparty
The matching counterparties will be displayed below.
The counterparties on the list page will be filtered.
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