How to Add Products to a Contract

Overview

Add products from your catalog to a contract and configure pricing, quantity, and billing periods during contract automation.

Prerequisites

• Contract in processing state (Commercial Terms step)

• Products created in Product Plans

Steps

Step 1: Open Product Selector

In the Commercial Terms step, click the "Select existing product" dropdown to view available products.

Step 2: Search and Select Product

Type to search products by name, then click to select.

Step 3: Configure Product Settings

Each selected product appears as a collapsible card with configuration options.

Step 4: Add More Products (Optional)

Repeat steps 1-3 to add additional products to the contract. Click the product card header to expand or collapse product details.

Step 5: Remove Products

Click the X button on any product card to remove it from the contract.

Pricing Models

Products can have different pricing structures:

Billing Modes

Rolling Billing Period

Select "Rolling" for the billing period end date when the billing should continue indefinitely until manually stopped. This is useful for ongoing service agreements.

Troubleshooting

No pricing options available

Cause: Product doesn't have any pricing plans configured.

Fix: Go to Product Plans and add pricing to the product.

Can't find product in dropdown

Cause: Product may not exist or search term doesn't match.

Fix: Check Product Plans or click "Create new" to add a product inline.

Pricing field is read-only

Cause: The product only has one pricing plan configured.

Fix: If you need multiple pricing options, edit the product in Product Plans to add more pricing tiers.