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A Contract block shows the contract a renewal or amendment quote was created from: its number, the customer, the contract dates, and the products, quantities, and prices in each Phase. It gives the buyer (and the rep) the current deal as a reference point next to the new Pricing Options. The Contract block is read-only. It always reflects the contract as stored in Veles — you can’t edit the contract’s lines from the quote.

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Availability

The Contract block is only available on quotes that come from a contract — the renewal and amendment quotes created from a contract. Other quotes don’t offer it. When you create a renewal or amendment quote, Veles adds the Contract block for you, along with one Pricing Option copied from the contract. A quote can have only one Contract block.

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Add it back

If the Contract block was deleted, you can add it again in either of two ways:
  • Click Add Content and select Contract.
  • In the quote’s left sidebar, click add next to Contract #….
While the quote has a Contract block, the Contract entry in the Add Content menu is greyed out and marked Already added.

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What the block shows

If the contract can no longer be found, the block shows “Contract data is no longer available.”

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Display options

Open the block menu and choose Change Display Options to control how much of the contract is shown:

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Clone the contract into a Pricing Option

The fastest way to build a renewal or amendment option is to start from what the customer already has. Open the block menu and choose Clone into Option, or click Add Content and select Pricing Option — on a quote with a Contract block, a new Pricing Option is always cloned from the contract. What gets copied depends on the quote type:
  • Renewal: the contract’s last Phase becomes a single one-year Phase, with the contracted products, quantities, and prices.
  • Amendment: the contract’s Phases are copied so you can change them for the rest of the term.
See Renewals and Amendments for exactly how each is built. The cloned option is an ordinary Pricing Option: change quantities, products, and prices as on any quote.

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Manage the block

Hover over the block and click the grip icon on its left to open the block menu. Drag the same icon to move the block up or down the quote. Clicking the block itself opens the contract, the same as the Contract #… link in the sidebar. Blocks can only be added, changed, moved, or removed while the quote is in the quoting stage.

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Where it appears

  • Web Portal: the block renders the same way as in the editor, with the Phase display settings you chose.
  • Documents: document templates don’t have variables for the Contract block. To show the current contract in a generated document, build it from the quote’s Pricing Options instead.

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What’s next

Renewals and Amendments

Create quotes from an existing contract.

Pricing Option Block

Edit the option cloned from the contract.

Contract Management

How contracts are created and changed.

Web Portal

See how the contract appears to the buyer.