Just Launched – the 2026 Data Business Benchmark Report

Just Launched:
the 2026 Data Business Benchmark Report

The Launch of Contracts

Now, assign transactions and renewals to contracts – spanning multiple terms and years.

Table of Contents

Contracts give your team a single place to see what was sold, when it expires, and what replaced it — so nothing falls through the cracks between sales and customer success.

One record for every agreement

A contract groups subscription periods, transactions, and files into one record. Instead of chasing down renewal details across spreadsheets and inboxes, you now have a single source of truth for each customer agreement.

Terms that match real deals

Each contract supports multiple terms, and each term can include multiple transactions. This means complex agreements — co-terms, mid-cycle expansions, multi-year deals — are all tracked accurately.

Automatic lifecycle status

Contracts start as Open and can be closed when a renewal is complete. You can also link a closed contract to its successor, so your team always knows what replaced what.

Files where they belong

Attach signed agreements, order forms, and any other files directly to a contract. Those files also surface in the customer hub, so anyone working with the account can find them.

Deep-linked from Renewal Tracker

Every contract is accessible from the Renewal Tracker, and transactions link straight back to their contract. Update it in one place and the change is reflected everywhere.

Try it on your next renewal

Open Renewal Tracker, find an expiring transaction, and create your first contract. Add a term, attach the transactions, and close it when the renewal is done.

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