Contracts
Carry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.
- EQE-0442 · EQT-2041 Quote1 EA
- EQT-3310 Quote2 EA
- EQT-5107 Contract0.8 KG
- EQT-5140 Contract6 EA
Set the terms before signature
Quote preparation resolves the contract template and its operative conditions before the buyer receives a document. Agreement type, service dates, payment terms, renewal method, notice requirements, price basis and uplift belong to that reviewed revision.
Template defaults help prepare a proposal; they cannot introduce new obligations after signature. MasterChanges retains template revision approval by an independent authorized reviewer. Historical agreements continue to reference the version and document the buyer executed.
Approval conditions
Visible to: Deal Desk, Executive Approver, Sales Manager. Visibility does not establish approval authority.
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Create the agreement from the accepted revision
An accepted term quote supplies the parties, signatory, end customer where applicable, commercial lines and signed terms. The agreement’s start follows its actual service lines, and its end covers the latest applicable line end. A later-starting ramp cannot disappear because an earlier line happened to have the same number of months.
| Agreement detail | What it preserves |
|---|---|
| Source quote version | The approved commercial packet and acceptance evidence |
| Parties and signatory | The buyer, any channel end customer and authorized recipient |
| Effective lines | Products, quantities, net pricing and service periods |
| Operative terms | Payment, renewal, notice and agreed uplift rules |
| Executed document | The sent and signed evidence with provider identity |
| Deal Desk verification | The match between executed terms and downstream authority |
One-time goods with no contractual term can proceed without creating an unnecessary term contract. Their order still requires the accepted quote and normal confirmation checks.
YouStatusDraftSubmittedApprovedSent
Verify the signed instrument
When every required signer has completed the quote as the executed order form, the contract retains that signed document and completion evidence. Deal Desk verifies that the contract representation matches the approved and executed packet and records the outcome. This path does not require another signature solely because a contract record was generated.
With a ForReview quote, Sales Rep’s recorded buyer acceptance starts the agreement workflow but does not supply a missing contract signature. Deal Desk reviews the already-disclosed terms, clears the document for signature and checks the resulting executed version. Term orders require both execution and recorded Deal Desk verification before confirmation or release.
Provider callbacks are tied to the exact envelope and revision. A delayed signature on a voided or superseded document cannot authorize a newer agreement.
YouStatusDraftSubmittedApprovedSent
Maintain effective contract lines
ContractLines records the effective commercial history of signed additions, replacements and cancellations. Each change identifies its source amendment and effective dates, preserving the prior state rather than overwriting the original agreement.
A mid-term amendment follows configuration, pricing, approval and the required acceptance path. A pending ForReview amendment remains pending until the required contract execution and verification are complete. Its future service and billing effects cannot be applied merely because the rep recorded commercial interest.
Co-terming gives the changed lines an agreed end date. The applicable proration and net amounts are explicit, and already invoiced periods are corrected through the finance process where necessary. TCV and recurring measures follow the effective history. Cancellation has zero new price and a signed release of the permitted future commitment; it creates no new charge order or artificial full-discount sale. Replacement retires superseded unfulfilled and unbilled scope before allocating the new remaining commitment.
StatusActiveAmendednext 90 days
Prepare renewal on the agreed basis
Renewal selects the current recurring contract lines after effective amendments. One-time hardware, setup and completed service charges are excluded unless a new approved sale explicitly includes them.
The default renewal basis is the prior accepted recurring net price plus the signed uplift once. A current-book basis applies only when the executed terms explicitly chose it; the workflow cannot apply both a new book increase and the prior-price uplift by accident. The generated renewal retains the basis and calculation evidence.
RenewalDecisions records notice, the deadline and any non-renewal instruction with evidence. Automatic renewal relies on the signed policy and an eligible term decision, rather than an absent decline callback from an envelope that was never sent. Manual renewal follows a new reviewed quote and buyer acceptance.
StatusSentDeliveredViewed
Keep the term boundary clear
A contract-term identity permits one renewal outcome and prevents repeated jobs from creating another agreement or order. Service periods use an inclusive start and exclusive end. The next term begins at the prior term’s exclusive end, with billing reconciled across that shared boundary. Contracts Up for Renewal and Renewal Outcomes show the decision and effective chain, while pending or declined renewals remain distinguishable from active revenue.
StatusDraftSubmittedApprovedSentAcceptedDeclined
Modules
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Configurator
Build sellable product combinations with guided options, required components and clear configuration checks.
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Pricing rules
Apply the right price book, volume breaks and promotions while keeping discounts, floors and billing values aligned.
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Quotes
Prepare configured proposals, track buyer decisions and preserve the exact prices and terms each revision carried.
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Approvals
Route concessions and special terms to the right reviewers, with decisions tied to the exact quote revision.
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Contracts
Carry signed commercial terms into effective agreements, controlled amendments and clearly priced renewals.
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Orders
Release the accepted configuration to fulfillment while preserving agreed quantities, discounts and billing obligations.
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Billing
Turn accepted orders into reconciled invoices, apply cash and handle credits without losing the original transaction history.
Reports
All reportsRenewal Outcomes
Expiring contract terms from RenewalDecisions: completed renewal, evidenced nonrenewal, expired or unresolved. Before/after ARR uses effective renewable ContractLines and the signed price basis/uplift, excluding one-time items and repeated term generation.
Roles and permissions
Prepares catalog, option, bundle and configuration-rule revisions, tests convergence and requests activation. Cannot silently change an active version already used by a quote.
Prepares reviewed price-book entries, quantity breaks, costs, floors and promotion rules. Account default-book changes select an already active compatible book; quote revisions retain their own approved prices.
Builds and submits their own Draft quote revisions, sends approved versions and records evidenced written acceptance for the ForReview path. Cannot write automatic bundle provenance, approval decisions, signature outcomes or accepted financial totals. An accepted version is changed only through a separately approved linked amendment.
Supervises team quotes and may edit a team Draft. A person who owned or materially edited the reviewed version cannot approve its discount, floor or terms decisions. Reassignment does not remove that exclusion. Proposes a named time-bounded delegate rather than transferring blanket authority.
Acts in the configured VP sales, CFO or CEO tier, with named-user resolution frozen at submission. Decides assigned upper-tier and floor steps, above-limit credit requests, and independent refund/return reviews. Does not edit quote prices or scope. May independently approve master/delegation changes outside their editor or beneficiary set.
Owns assigned non-standard terms decisions, contract execution checks, and order confirmation/release. Prepares template changes but cannot activate its own changes. Contract verification records the exact executed terms hash; a Signed flag alone is insufficient. Where Deal Desk materially edits quote terms, another eligible Deal Desk reviewer must decide the corresponding Terms step.
Owns schedule activation, invoice preparation, cash matching, collection and correction requests. May self-confirm a credit only under its explicit captured within-limit policy. Cannot change commercial amounts through a schedule edit, rewrite an issued invoice, fabricate a confirmed bank refund or overwrite a payment balance. Agent/service identities require a separate configured action allowlist; a role assignment alone does not authorize autonomous use of human decisions.
Related processes
Quote to cash
Connect a configured proposal to its approvals, executed terms, fulfilled order and reconciled invoice.
8 stages · 4 approvals
Configure and price
Build a complete product configuration and a traceable price before submitting the quote for review.
6 stages · 0 approvals
Discount approval
Review concessions and terms against the complete proposal, with clear authority, delegation and revision history.
6 stages · 1 approval