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Discarding a contract

Updated over 3 months ago

When you no longer need a contract draft, you can discard the contract to remove it from the Current Contracts screens.

NOTE: Your organization may have contract approval requirements for internal users who create and modify contracts. For more information, see Contract approval flow overview.

Discarding a contract

  1. Select Customers > Contracts in the top menu.

  2. Locate the contract in the grid and click the contract's name. The Terms & Company screen appears.

  3. Select Discard in the side menu.

  4. Select why you are discarding the contract in the Reason selector.

  5. Enter comments about why you are discarding the contract in the Comments field.

  6. Click the Discard Contract button.

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