Creating proposed contracts

  1. Select Contracts > Create A Proposed Contract.
  2. Specify this information:
    Contract Title
    Specify the name of the contract.
    Description
    Specify a description for the contract.
    Contract Document
    Specify the contract document. The contract document includes the core contract documentation, outlining agreement terms and conditions, specifications, and other elements relating to the agreement.
    Additional Attachment
    Select any additional documentation related to the contract agreement.
    Effective Date
    Specify the date when the contract is active.
    Expiration Date
    Specify the expiration date of the contract.
    Submit Proposed Contract
    Select this check box to submit the proposed contract.
  3. Click OK.