Contracts (InSight)

Reports listed in the category are those related to Companies and Corporate Clients.

The Contracts feature is an optional plug-in feature available for the Enterprise version.  Contact Sales for information on the cost to add this feature.

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Contract Documents
Displays list of document records linked to a Contract. Contracts feature required.

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Contract Funding
Displays list of funding records linked to a Contract. Contracts feature required.

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Contract Line Items
Displays list of line item records linked to a Contract. Contracts feature required.

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Contract List
Displays list of Contracts. Contracts feature required.

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Contract Log
Displays list of log records linked to a Contract. Contracts feature required.

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Contract Merge, Contract Addendum Merge, and Proposal Merge
Each of these reports will merge Contract data with a Merge Template. Contracts feature required.

• The template is designed to display in this order on the report: Header, Body 1, Body 2, and Closing with the Contract content displaying between Body 1 and Body 2.

• Contract Merge and Proposal Merge reports are identical except for the labels Contract Number and Contract Title. In the proposal version, they are titled Proposal Number and Proposal Tile. The Contract Merge also includes only Contract Line Items that are tagged as Addendum = No. Proposal Merge includes all Contract Line Items.
  
• Contract Addendum Merge includes an extra data element for Addendum Number and includes only Contract Line Items that are tagged as Addendum = Yes.

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