Terms and conditions
You can add terms and conditions to a contract to keep all documentation that is relevant to a contract in one location.
The terms and conditions can be searched and used in reports. If multiple terms and conditions records are added to a single contract, set an order for the records so they appear in a specific sequence. The terms and conditions fields become read-only after a contract is sent for approval.
Users with the contract_manager role can read contract history and add terms and conditions.
There are three procedures involved in adding terms and conditions to a contract:
- Create a terms and conditions record
You can create a terms and conditions record to add to a contract. - Add terms and conditions to a contract
After you create a terms and conditions record, add the record to a contract that is in the Awaiting Review, Rejected, Renewal Rejected, or Extension Rejected substate. - Build a terms and conditions document within a contract
After adding one or more terms and conditions records to a contract, you can build a terms and conditions document within the contract.
Parent Topic:Contracts
Related topics
Verify contract administrator assignment for notification