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Creating a Contract from a Quote

You can create a revenue contract from a quote to indicate the quote has been committed. You can only create a revenue pre-commit contract from a quote.

Before you can create a contract, ensure that:

• The contract is not already associated with another quote. If it is, you should create a change order on this contract.
• The quote is in the Reviewed state.
• If you need to create an expense contract, ensure that the Awarding Company of the quote is the same as the Managing Company of the workspace. Otherwise, you can only create revenue contracts. A quote's awarding company is set in the Linked Information section on the Quote - Main page. A workspace's managing company is set in the Managing Company section of the Workspace Properties - Main page.

To create a pre-commit contract from a quote

1. Open the Quotes register.
2. Select the quote to open
3. Click Options > Apply to New Document.

The Apply to New Document dialog appears.

4. Select Revenue Contract from the drop-down list.
5. Select a template to create the contract from, then click OK.

A blank contract appears. Some information may already be filled in, depending on the template used.

6. In the Title field, type the title of the contract.
7. If you are performing a workflow action on the contract, complete the information required for this action. For more information, see "Contract Workflow Actions" for a list of preconditions for a specific action.
8. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Financial Summary
• Tax Summary
• Schedule of Values
• Scope
• Settings
• Drawings
• Properties
9. Click Save when done.

Proliance saves the new contract.