Manage contracts

Once a contract is created, you can edit it or change its status.

Required permission

• Your DoiT account must have the Admin role.

Edit contract

To edit a contract:

1. Sign in to the DoiT console, select Customers from the top navigation bar.

2. Select the name of the customer of interest.

3. On the Contracts tab, locate the contract to update.

4. Select the contract name to open it, or select the kebab menu (⋮) at the rightmost end of the contract entry and then select Edit.

5. Update the general settings, billing details, billing rules, price books, or custom line items as needed.

   

6. Save changes. The updated contract will be saved under a new version.

Change contract status

To change contract status:

1. On the Contracts tab, select the contract name to open it, or select the kebab menu (⋮) at the rightmost end of the contract entry and then select Edit.

2. In the Actions dropdown, select an action to perform.

   • Mark as active: To activate the contract. If the start date of the contract is in the future, the contract status will show scheduled, meaning it's ready but not in effect yet.

   • Cancel contract: To cancel the contract. The contract status will become Cancelled.

View history

The last tab on the Contract details page is History, where you can find the revision history of the current contract.