Manage contracts on a quote

How to add, create, edit, and remove contracts on a quote.

Customize or edit a contract template

When to use: You need to make changes to a contract and want to decide whether the edits apply to just this quote or to the template used across future quotes.

1. Go to Sales → Quotes & Invoices.

2. Open the quote.

3. Scroll to the Contract section.

4. Click Edit next to the contract.

5. Click Customize.

6. Choose one of the following options:

   1. Customize for this client: Creates a version of the contract that only applies to this quote. Edit the text, terms, or agreement details and save. Your changes will not affect the original template.

   2. Edit main template: Updates the original contract template. Any changes you make will apply to future quotes that use this template. Existing quotes are not affected.

Customize for this client

1. Select Customize for this client.

2. Review the contract clauses.

3. Select or deselect individual clauses as needed.

4. Edit the content of any clause you want to change.

5. Save when finished.

Your changes only apply to this quote and will not affect the original template.

Edit main template

1. Select Edit main template.

2. Review the contract clauses.

3. Select or deselect individual clauses as needed.

4. Edit the content of any clause you want to change.

5. Save when finished.

Any changes you make will apply to future quotes that use this template. Existing quotes are not affected.

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Remove or change a contract on a quote

When to use: You need to swap out the current contract for a different one, or remove it entirely.

1. Go to Sales → Quotes & Invoices.

2. Open the quote.

3. Scroll to the Contract section.

4. Click Change contract or Remove contract.

5. Select a different contract, or confirm the removal.

6. Save the quote.

The quote is updated with the new contract, or the contract is removed.