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Contracts in CPQ Client

Where contracts created from approved quotes appear, what you can do with them, and where deeper contract maintenance happens.

Audience: salespeople who want to see the contracts that resulted from their approved quotes. Scope: the Contracts tab in the CPQ Client — what appears there and what you can do with it. See also: The Quote Lifecycle: from Draft to Closed for how contracts get created in the first place. Creating a Quote for the upstream workflow. 

1. What the Contracts tab shows

The Contracts tab on the top navigation lists contracts that have been created from approved quotes in your environment.

The list shows:

  • ID — the contract’s unique identifier
  • Organization — the customer the contract belongs to
  • Name — the contract name (typically inherited from the quote)
  • Last modified — when the contract was last updated
  • Created by — the salesperson who closed the originating quote

A My contracts / All contracts filter is in the top-right, and a search field lets you find a contract by name, organisation, or ID.

If the list is empty, either no quotes have been approved and closed yet, or your environment isn’t set up to auto-create contracts (see §3 below).

2. How a contract ends up here

The flow that lands a contract on this list is:

  1. You create a quote, fill in customer details, pick products from the activated forms, and set contract terms.
  2. The quote moves through the lifecycle — Draft → Get customer approval → Send to eSign.
  3. The customer signs.
  4. You Mark as closed in the quote.
  5. Your environment auto-creates the contract in Good Sign Billing, with the products and pricing from the approved quote. If the customer’s organisation didn’t exist in Billing yet, it’s created at the same time.
  6. The new contract appears here on the Contracts tab.

This auto-creation is configured by your admin in CPQ Settings → Contracts. If it’s switched off in your environment, contracts are created manually on the Billing side and may not appear in the CPQ Client.

3. What you can do with a contract from here

The CPQ Client gives you a read-only view of the contracts created from your quotes. Open a contract from the list to see:

  • The customer organisation and contact
  • The products and pricing as agreed in the quote
  • The contract term and validity dates
  • A link or reference to the originating quote

The detailed contract maintenance — adding new products to an existing contract, changing pricing mid-term, processing renewals, handling cancellations — happens in Good Sign Billing, not in CPQ Client. Your billing team typically owns that work.

This split keeps the CPQ Client focused on sales (closing new business) and Good Sign Billing focused on billing and invoicing (managing the ongoing customer relationship).

4. Tips and gotchas

Don’t expect to edit contracts here. If you need to change something on a contract (a price, a renewal date, a product), go to your billing team — they’ll make the change in Good Sign Billing.

A contract that’s missing from the list is usually an admin-side issue. Either the quote wasn’t marked as closed, or the environment isn’t configured to auto-create contracts, or there was an error during creation. Check with your admin if a contract you expect to see isn’t there.

The contract is created in Draft by default. Most environments configure auto-created contracts to land in Draft status, so the billing team can review before activating. That’s intentional — it prevents an invoice from going out before the billing team has confirmed everything.

Renewals don’t run from the CPQ Client. When a contract approaches its renewal date, the billing team handles that on the Billing side. If a renewal needs a re-quote (e.g. with new pricing), you start a fresh quote here.