1
Start a new Contract Plan
Open Libraries, select Contract Plans, then click Create Plan.
Creating a Contract Plan
Create a new Contract Plan by entering plan details, selecting categories, assigning products, and configuring pricing before saving it to your Contract Plan library.
Creating a Contract Plan
Learn how to create a new Contract Plan by entering plan information, assigning products, and saving it to your Contract Plan library.
Steps to create a Contract Plan
2
Select a category
Choose the appropriate Category for the Contract Plan. If applicable, also select a Subcategory and Subcategory 2.
3
Enter the plan details
Complete the required fields, including the Plan Name, Plan Line Item Description, Price Line Item Note, Price, Term (Months), availability dates, and any attachments required for the plan.
4
Assign products
Click the Assign Products tab, select one or more available products, then click the right arrow button to add them to the Contract Plan.
5
Review the assigned products
Verify the assigned products and configure any available pricing, titles, or availability settings before saving the Contract Plan.
6
Save the Contract Plan
Click Save to create the new Contract Plan and add it to your Contract Plan library.
FAQs