Contract Line Items

A contract line item is a feature that allows you to add detailed information about a specific product or service to a contract. It includes essential details such as the product's name, pricing, quantity, and any other relevant information. Contract line items are essential for specifying the terms and conditions associated with each product or service within the contract, providing a comprehensive overview of the contract's components. They are also used for defining tables in a way that Contract Intelligence can recognize.

Customizing the Contacts Line Items View

Click the View Settings () icon to control the columns displayed in the grid and rearrange the column order. For more information, see Custom View Settings.

You can save a filtered view of the contact list and set it as your default, you do not have to reapply filters each time you open the the grid view (list view). For more information, see Custom Views.

Adding a Line Item

To add a line item

Open a contract.
On the LINKS panel, click Line Items.
Click Add New Line Item.

Enter the following details:


Field	Description
Line Item Name	Enter a name for the line item.
Product	Enter a product name.
Quantity	Enter the quantity of the product.
Extended Price	Enter the extended price. Extended price is the sum of the base price plus the option price multiplied by quantity and term ((Base Price + Option Price) x Quantity x Term).
Net Price	Enter the net price. Net price is the adjusted price with all category-level adjustments applied.
List Price	Enter the list price. List price is the standard price of a product or service, excluding all discounts, rebates, priced options, or other adjustments.
Description	Enter a description

Click Create.

Cloning a Line Item

To clone a line item

For a line item, click the More icon () and select Clone.
Update the required fields and click Save.

Editing a Line Item

Edit a line item

For a line item, click the More icon () and select Edit.
Update the required fields and click Save.

Deleting One or More Line Items

You can select one or more line items and delete it.

Delete a line item

For a line item, click the More icon () and select Delete.

The Delete Line Item popup is displayed.
Click Delete.

Deleting multiple line items

Select line items to delete.
Click the delete icon ().The Delete Line Item popup is displayed.
Click Delete.

Conga Product Documentation

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