How To: Create a Sales Contract

Learn how to create a Sales Contract ready for signature, automate billing, and include all necessary product information.

• Customer (This will populate the signatory in the contract)

• Title (This will populate as Customer Company Name - Your Company Name)

• Owner (Optional)

• Contract Template

• PO Number (Optional)

• Expiration Date (Optional)

These will populate from the customer name and can be changed depending on who should sign the contract. In our example, we have a single signatory.

• Name

• Title (Optional)

• Email

Under Plan Details, set your start date with three different options:

• When the contract is completed

• On a specific date

• On manual confirmation

You can add trial days to a plan for recurring pricing. While they don’t directly affect pricing, they extend the length of the customer’s subscription by the number of trial days added. 

You can select your payment method for your customer from two options:

• Collect payment information and charge automatically

• Invoice the customer

Optional: To be used in usage-based or object-based pricing.

Once you have the contract in a good spot, click "Save Draft." This will keep it as a draft and not send it. You can click "Revert and Edit" if you need to make more changes.

It will prompt you to send your contract one of three ways:

• Via link

• Via email

• Download PDF for folder upload or printing