> ## Documentation Index > Fetch the complete documentation index at: https://docs.getveles.com/llms.txt > Use this file to discover all available pages before exploring further. # Renewals and Amendments > Start a renewal or amendment from an active contract, see how each one changes the contract when its order is executed, and cancel a contract directly. Once a contract is active, there are three ways to change it: | Action | What it creates | What happens to the contract | | - | - | - | | **Renew** | A renewal quote | Executing the renewal order creates a **new successor contract**. The original contract isn't changed. | | **Amend** | An amendment quote | Executing the amendment order **updates the same contract** and records a numbered amendment. | | **Cancel** | Nothing | The contract is marked cancelled straight away. | All three are buttons in the sidebar of a contract page. They only appear on **Active** contracts. A draft contract can only be deleted, and a cancelled contract has no actions. *** ## Starting a renewal or amendment Renewals and amendments are always tied to a CRM record, so your account needs a connected [Salesforce](/get-started/integrations/salesforce.md) or [HubSpot](/get-started/integrations/hubspot.md) integration. Without one, the **Continue** button stays disabled and Veles asks you to connect your CRM in Settings. **1. Choose Renew or Amend** Open the contract and select **Renew** or **Amend** in the sidebar. The dialog shows the contract number and its effective period. If the contract already has renewal or amendment quotes, they're listed here so you don't create a duplicate by mistake. Select **Continue**. **2. Pick the CRM Opportunity or Deal** Veles lists the Salesforce Opportunities or HubSpot Deals for the contract's customer, newest close date first. You can search the list or refresh it from your CRM. An Opportunity or Deal already linked to another Veles quote can't be picked. It shows an **Open Quote** link instead. The record must belong to the same CRM account as the contract's customer. **3. Create the quote** Select **Create Renewal Proposal** or **Create Amendment**. Veles creates the quote, links it to the Opportunity or Deal, and opens it. The new quote is named after the contract, for example "Renewal for Contract #0042" or "Amendment for Contract #0042". It starts with a **Contract block** showing the contract it came from, and one pricing option copied from the contract. From here the quote follows the normal path: edit it, get it approved, convert it to an [Order](/orders/order.md), and execute the order. Nothing happens to the contract until the order is executed. *** ## Renewals ### What the renewal quote contains Veles copies the **last Phase** of the contract into a single one-year Phase on the renewal quote: * **Products and quantities** are copied from the last Phase's lines. * **Prices** are copied from the contract. Each line keeps its contracted pricing. Nothing is repriced from your current price book. * **Dates:** if the [Proration feature](/get-started/contract-management/proration-logic.md#the-proration-feature) is on and the contract has an end date, the Phase starts the day after the contract ends and runs for one year. Otherwise it's a 12-month Phase with no fixed start date. Reps can then change quantities, prices, products, and years like on any quote. > [!TIP] > > To raise prices at renewal, turn on uplift on the quote (this needs the Ramp feature) and set a Year 1 **Uplift %**. On a renewal, the Year 1 uplift applies immediately to Year 1 prices. There's no automatic renewal uplift. Use **Compare** in the quote's sidebar to see how the renewal differs from the contract's last Phase before you send it. While a renewal quote is open, the contract page shows a **Renewal in Progress** banner that links to it. ### What happens when the renewal order is executed The order's confirm button reads **Execute & Create Contract**. Executing it: * Creates a **new, active contract** from the renewal order. Its history starts with an amendment called "Initial Contract". * Links the new contract to the original. The new contract shows a **Renewed From** banner pointing back to it. * Leaves the original contract unchanged. Its Phases, lines, and history stay as they were. > [!NOTE] > > The original contract stays **Active** after its renewal is executed. Veles doesn't expire it automatically when its end date passes. If you need it out of your active list, [cancel it](#cancelling-a-contract). *** ## Amendments An amendment changes a contract you already have. Use it to: * add or remove products * change quantities * change prices * add years ### What the amendment quote contains The amendment quote is a full copy of the contract: **every Phase**, with its real dates, lines, quantities, and contracted prices. The rep edits it into what the contract should look like after the change. * **Phases that have already ended are locked.** They can't be edited. * **Years can be added but not removed.** * **The Effective date** is set in the quote's settings bar. It's when the amendment takes effect, and it's where proration starts. It defaults to today, or to the start of the contract if the contract hasn't started yet. ### The effective date rule An amendment's effective date must be **on or after the effective date of the contract's latest amendment**. You can't slip a change in before one that's already been applied. If you try, the order shows an error and won't save. ### What happens when the amendment order is executed The order's confirm button reads **Execute & Amend Contract**. The amendment order restates the **whole** contract, not just what changed. On execution, Veles compares the order with the current contract and updates the same contract to match: | In the order | What happens on the contract | | - | - | | A line that matches a contract line, with the same values | **Unchanged** | | A line that matches a contract line, with a different price, quantity, or period | The contract line is updated. It's marked **Modified**. | | A line with no match on the contract | A new contract line is created. It's marked **Added**. | | A contract line or Phase missing from the order | It's removed. See below. It's marked **Removed**. | **How lines are matched:** a line copied from the contract matches the line it came from. Any other line matches by product and billing type. **How removals work:** * A removed line or Phase that hasn't started yet is deleted. * One that's already active is ended the day before the amendment's effective date. Its history is kept. Changes inside the active Phase are valued only for the time left, starting on the effective date. See [Proration Logic](/get-started/contract-management/proration-logic.md#proration-on-amendments) for how that's calculated, with worked examples. ### Price preservation Because the amendment quote is copied from the contract, every line starts at its **contracted price**, not today's list price. A rep who adds seats to an existing line keeps the customer's negotiated rate unless they change it on purpose. Veles doesn't reapply your price book or pricing rules to the copied lines. *** ## The Amendments tab Every change to a contract is recorded as a numbered amendment. The contract page's **Amendments** tab lists them newest first. | Amendment | When it's created | | - | - | | **Initial Contract** | When the contract is created from an executed order. | | **Initial Contract Activation** | When a manually created contract is activated. | | **Amendment N** | Each time an amendment order is executed. | | **Contract Cancelled** | When the contract is cancelled. | Each card shows: * the amendment's type * the order it came from * its **Effective** and **Created** dates * the **Contract Value** after the change * the **Payable Impact**: how much the change added or removed ### Viewing the contract as of an amendment Select any amendment to see the contract exactly as it stood after that change. * The header shows the amendment's name and date. Older amendments are highlighted so you can tell you're looking at history. * While you're viewing a past amendment, the Renew, Amend, and Cancel buttons are locked. Select **Back to current** to return. * The current amendment is the latest one whose effective date has arrived. An amendment dated in the future becomes current on its effective date. ### What changed on each line When you view an amendment, each line it touched is badged **ADDED**, **MODIFIED**, or **REMOVED**. Lines whose change was valued for part of a Phase are also badged **PRORATED**. Select a line and open its **Amendment Impact** tab to see: * the line before and after the change * the proration window * the Payable Impact and Contribution behind the numbers *** ## Cancelling a contract To end a contract without an order, select **Cancel** in the sidebar of an active contract, then confirm with **Cancel Contract**. Cancelling: * Marks the contract **Cancelled**. It stops counting toward ARR and revenue metrics, and won't prompt renewals. * Adds a **Contract Cancelled** amendment to the history, effective immediately. * Leaves the Phases and lines as they were, so the record of what the customer had is preserved. A cancelled contract can't be renewed, amended, or reactivated. *** ## What's next > **[Proration Logic](/get-started/contract-management/proration-logic.md)** > > How mid-Phase amendment changes are valued. > **[Renewal Reporting](/get-started/contract-management/renewal-reporting.md)** > > Track upcoming renewals across your contracts. > **[Contract Overview](/get-started/contract-management/overview.md)** > > How contracts are structured and created. > **[Order](/orders/order.md)** > > How quotes become orders and orders are executed. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.