Centralize your vendor agreements and subscriptions to keep track of costs and renewal deadlines. You can add contracts individually or upload them in bulk.
Option 1: Manual Entry #
Use this method to add a single contract to the system.
- Navigate to Contracts: Click on the Contracts tab in the left-hand menu.
- Add New: Click the Add Contract button located in the top-right corner.
- Enter Contract Details: Fill in the essential information to ensure accurate tracking:
- Vendor Name: The name of the service provider or company.
- Cost & Currency: Enter the contract value and select the appropriate currency.
- Renewal Date: The date the contract is set to expire or auto-renew.
- Notice Period (Days): Enter the number of days’ notice required to cancel.
- > Tip: This field triggers the “Upcoming Renewals” alert on your dashboard, giving you time to make a decision before it’s too late.
- Select Owner: Assign a team member responsible for managing this relationship.
- Upload Documents: Optional. You can upload a PDF or digital copy of the actual contract file for safe keeping.
- Save: Click the Save Contract button to finalize the entry.
Option 2: Bulk Import (CSV) #
Use this method to migrate your existing contract list from a spreadsheet.
- Initiate Import: Click on the Contracts tab, then select the Import option.
- Prepare Your Data:
- Crucial Step: Download the Sample CSV File provided in the import window.
- Use this sample as a template. Ensure your data columns match the headers exactly to avoid import errors.
- Upload: Select your completed CSV file and upload it. The system will automatically populate your Contracts list.
