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Terms and conditions

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, as follows.
  • Create a terms and conditions record.
  • Add the record to a contract.
  • Build a terms and conditions document for the contract.