🔗 HubSpot KB Bridge: View and manage contracts
💡 Core Capability
Use contracts to track and manage agreements associated with quotes in HubSpot. Contracts are the centralized source of truth for committed revenue in HubSpot.
🛠️ Key Operations & Headings Outline
- Before you get started
- View contract records
- View contracts on the index page
- View contracts on associated CRM records
- View the contract overview, activities, and history
- Manage contracts
- Create a change or renewal quote on a contract
- Update the payment method of a contract
- Terminate a contract
- Change or cancel the termination of a contract
- Associate records with contracts
- Export contracts
📋 Subscription Availability
- Revenue Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot