Create and import contracts

Contracts are the centralized source of truth for committed revenue in HubSpot. After setting up contracts, learn more about how contracts are created from accepted quotes and how to import contracts. Learn more about how contracts work in HubSpot.

Developer resources

Learn more about building custom solutions using the Contracts API.

Before you get started

Understand requirements

Understand limitations and considerations

It isn't possible to migrate subscriptions to contracts at this time.

Create contracts

If the Automatically create contracts from accepted quotes setting is turned on, a contract record is automatically created when a quote is accepted by the buyer. Contracts inherit line items, terms, and other details from the associated quote. 

Before you create a contract 

The contract record includes key contract details, such as contact and company information, visibility into committed revenue, and associations to other records. Learn what you can view on a contract.

Before creating a contract, keep the following details in mind:

• If a line item is automatically renewed until canceled, a contract end date isn’t set.

• If all line items have a fixed term, the end date will be set to the latest line item’s end date.

• If the contract only has one-time line items, a contract end date isn’t set.

Please note: if you're not enrolled in the Connected CPQ, Billing, and Payments beta, payment collection remains tied to the existing quote or standalone invoice experience. If you're enrolled in the beta, contracts are used to manage ongoing billing, invoice creation, and payment collection. Learn more about the Connected CPQ, Billing, and Payments beta process.

Create a contract

1. Create and build the quote.
2. Share the quote.
3. After the quote is accepted or signed, a contract will automatically be created and associated with the quote, along with the deal, contact, and company associated with the quote. If you're enrolled in the Connected CPQ, Billing, and Payments beta, an order is also created, and associated with the contract.
4. To view the contract:
   • In your HubSpot account, click More, then navigate to Revenue > Quotes. If More doesn't appear in your account, navigate to Revenue > Quotes directly.
   • Hover over the quote, then click Preview.
   • In the right panel, scroll to the Contracts card and click the contract name. If the Contracts card isn't appearing by default, you can manually add the card to your HubSpot record.
     
     
5. Contracts can also be viewed on the contract index page.

Import contracts

Import existing contracts to manage them alongside contracts created in HubSpot. Include associations with line items, contacts, and deals.

1. Create a custom contract property to use as a unique identifier for the contracts you're importing. For example, you could create a custom property called contract_import_id.
2. When creating the custom property:
   • Set the Field type as Single-line text.
   • Select the Require unique values for this property checkbox.
     
     
3. Prepare your import file:
   • Before you start, review the import overview.
   • Add the custom property you created as a column in your import file. Use the custom property as the unique identifier for contract fields, line items, and deals.
   • For contracts with more than one line item, add additional line items as separate rows alongside the unique identifier.
   • Make sure the deal is on a separate row to the contract details. Add the record ID of the deal to a column to associate the deal to the contract during import.
     
     
4. Import your file.

Next steps

• Learn more about the Connected CPQ, Billing, and Payments beta.
• Learn more about creating change and renewal quote templates.

• Learn more about viewing and managing contracts, including how to create change and renewal quotes, terminate, delete, and export contracts, and associate contracts with other records.