# Manage contracts on a quote

### Customize or edit a contract template

{% hint style="info" %}
**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.
{% endhint %}

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.

{% embed url="<https://app.supademo.com/demo/cmoj1lg3x609uza2iq2y3ug62>" %}

**Customize for this client**

7. Select **Customize for this client**.
8. Review the contract clauses.
9. Select or deselect individual clauses as needed.
10. Edit the content of any clause you want to change.
11. Save when finished.

{% embed url="<https://app.supademo.com/demo/cmoj1ubth00fjz10ipcaf0f82>" %}

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

**Edit main template**

7. Select **Edit main template**.
8. Review the contract clauses.
9. Select or deselect individual clauses as needed.
10. Edit the content of any clause you want to change.
11. Save when finished.

{% embed url="<https://app.supademo.com/demo/cmoj23ora00glz10ifhekn7tx>" %}

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

***

### Remove or change a contract on a quote

{% hint style="info" %}
**When to use:** You need to swap out the current contract for a different one, or remove it entirely.
{% endhint %}

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.

{% embed url="<https://app.supademo.com/demo/cmoj2f3gi62lzza2i1kzhi8wy>" %}

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


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