This article applies to:
All workflow participants
Premium Procurement, Free Platform
About This Article
This article covers the process of uploading a contract to your Vendr database.
Before You Begin
Contract Vs. Subscription
A Contract usually has a signed agreement with a clear end date and a term length of one year or more.
Subscriptions are purchased with a credit card, typically billed monthly with no definitive end date and can be cancelled at any time.
You will need a digital copy of you contract or order form and any additional information you may need to properly record and categorize it.
To begin, click Agreements on the sidebar.
Upload your contract
Click the purple Add agreement button on the top right corner of the screen
Click Contract on the top of the right hand pop-out
Drag the contract document into the attachment window, or click on it to browse your computer
Fill out all relevant fields to match your contract
Purchase information
These are the primary contract data points, such as contract value, start and end dates, terms, etc.
Line items
This section is where you add itemized pricing related to the contract.
Related contracts
If the previous, or upcoming contracts are not already linked, you can add them here.
Contract owners
Whichever individual(s) on your team are responsible for the managment of this contract should be added here.
Click the purple Save contract button on the bottom right corner of the page
Congrats! Your contract has been created.
Bulk Agreement Upload
If you have a bunch of agreements to upload to Vendr, we offer a way to do this in bulk. Next to the Add agreement button on the top right corner, click the down arrow and click Upload via csv.
Choose Subscriptions or Contracts and, if needed download the sample CSV to ensure accurate formatting and a successful upload
Click Upload file if you have a CSV prepared or Manually enter data
Follow the next steps based on the option you choose
Click Submit