Once a contract template has been created, it can be assigned at any point to a new customer.
  • Go to the Plans & Pricing page
  • Click on the three-dot menu on the line of the plan you wish to assign and select Assign customer
  • Define the starting date according to the customer’s contractual terms and click ‘Finish’.
It is also possible to assign a contract directly by selecting Assign and save as a contract from within the plan editor by using the Save dropdown menu.