Edit, duplicate, or delete a service contract

You can update a contract’s details and items while it is still being set up. This article covers editing, duplicating, and deleting contracts.

When a contract can be edited

You can edit a contract only while it is in Draft or Pending Approval status. If you open the edit screen for any other contract, you are returned to the contract with a message that only draft or pending contracts can be edited.

Edit a contract

1. Open the contract from the Service Contracts list.
2. Click Edit.
3. Update the account, contact, account manager, name, dates, billing settings, renewal settings, tax rate, terms, or internal notes as needed.
4. Add, change, or remove contract items. Removed items are deleted when you save.
5. Save your changes. The totals are recalculated automatically.

Duplicate a contract

To reuse an existing contract as a starting point, open it and click Duplicate Contract. A new copy is created and you are taken to its edit screen so you can review and update it.

Delete a contract

1. Open the Service Contracts list.
2. Use the Delete action on the contract.
3. Confirm when prompted.

Warning: An Active contract cannot be deleted. Cancel the contract first – see Activate, suspend, cancel, or renew a contract.

Related: Create a service contract.