Complete Termed Agreements

You can add contracts to opportunities or quotes through the Termed Agreements form.

Contracts can apply to a single plan, multiple plans, or an entire account. Through this feature, you can create:

• multiple quotes, each with a different contract(s); or
• a one-year quote and two-year quote with pricing specific to each.

Getting Here: Select an opportunity or quote > click Add/Modify Plans > Termed Agreements

1. Select one of the following options from the Contract Completion field:

• Select Date Range: To specify a contract end date.
• Select Duration: To specify a contract length.

2. Select one of the following options from the Contract Start Date field:

• Opportunity Close Date: The contract start date begins at the opportunity close date.
• Custom Start Date: You can specify a custom start date from the input field that displays.

3. Specify a contract end date or a contract length, depending on which option you selected from the Contract Completion field above.
4. Select one of the following options from the Contract End Action field to indicate what should happen at contract end date or when the contract length expires:

• Suspend service and billing
• Suspend service and billing – prorate final invoice
• Continue existing service without contract
• Renew existing contract automatically

5. Review the opportunity or quote by expanding and collapsing all previously completed forms.
6. Click Commit to submit the opportunity or quote or click Save as Draft to submit at a later time.

Getting Here: Select an opportunity or quote

1. Click the Edit link next to the applicable contract number under the Aria Contracts field.

2. Make all applicable changes.
3. Click Update Contract.