Assign Plan to Customer

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.