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.

Related tasks

• Create a contract
• Adjust a contract
• Verify contract administrator assignment for notification
• Send the contract for approval
• Create a contract rate card
• Monitor a contract