View your Contracts

Learn how to efficiently oversee and maintain all your contracts in one place, making contract management a breeze in ScaleXP

Contracts in ScaleXP hold information about an individual customer deal or subscription.  Each Contract contains parameters about an individual agreement with a customer or subscription including , for example, start and end dates and associated invoices, both issued and expected.

This article explains how to view your contracts in ScaleXP.

To create a new contract see How to add a Contract

To find out how to edit your existing contracts, see Updating Contracts: How to make changes to contracts in ScaleXP

Once you have created your contracts, you are ready to manage your renewals schedule.  See  View/Manage your Renewals Schedule.

How to view Contracts in ScaleXP

Go to Customers (Top Navigation Menu) > Contracts (Left Sidebar)

Here you'll see a list of existing Contracts which you can filter by Customer or by Contract Status.