Contract duration/term on TEMPLATE level
Title: Set contract duration per template and require it to be confirmed on each quote
Problem: We sell recurring services on 12, 24 and 36-month terms. Contract duration has one global default (12 months), and it can only be changed on each individual quote. There is no way to set it on a template and no way to make it a required field. When a rep quotes a 24- or 36-month agreement, they have to remember to change the duration in Manage Settings, and this is regularly forgotten.
Impact:
Quotes go out with the wrong term, so the contract term total and the commercial terms the client sees are wrong.
Errors are only caught at review, or by the client, or after the quote is won and the agreement is set up.
We rely on reps' memory for something that affects the value and length of the agreement.
Requested:
Contract duration as a template setting. A quote created from a template inherits that template's duration, so a "36-month managed services" template creates 36-month quotes. The global default still applies to templates without their own setting.
Required confirmation of contract duration. Either make it a mandatory field when a quote is created, or ask the rep to confirm the term before the quote can be sent. This could be an option admins turn on.
Acceptance criteria:
An admin can set contract duration on a template.
A new quote from that template shows the template's duration, not the global default.
An admin can require the contract duration to be confirmed before a quote is sent.
Existing quotes and templates keep their current behavior unless changed.
Current workaround: A hidden reminder widget at the top of each template, plus checking the contract term total before sending. This helps but still depends on the rep noticing.
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Comments1
Bram Fofana
Nov 4
Setting contract duration on a template so a quote inherits the right term, and being able to require it to be confirmed before a quote is sent, is a real gap today, since duration is one global default changed per quote. It is one request on this card so far, so I am leaving it open for votes. There is an open card, "Contract duration", with more votes that you can add to, so the demand stays in one place.