BetaCreate contracts

The contracts object is a centralized source of truth for committed revenue. After setting up contracts, you can create contracts from accepted quotes. You can also import contracts to HubSpot. Learn more about how contracts are used.

Before you get started

• If you're a Super Admin, you can opt your account into the HubSpot Contracts with Commerce Hub beta.
• It isn't possible to enroll in the beta if you're using HubSpot payments or Stripe as a payment processing option.

Create contracts

A contract record is automatically created when a quote is accepted by the buyer. The contract record includes key contract details, such as contact and company information, visibility into committed revenue, and associations to other records. 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.

• Contracts are created only for accepted quotes without billing.

To 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.
4. To view the contract:
   • In your HubSpot account, navigate to Commerce > Quotes.
   • 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

Learn how to import contracts using the import tool.

Next steps

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