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Add a contract

Create a new contract record with key terms and dates.

Contracts . 4 min read


Overview

Create a new contract record in GovSavi to track terms, dates, vendors, and deliverables.

Step 1 -- Open the Contracts module

From the admin sidebar, click Contracts then New.

Step 2 -- Fill in contract details

Field Description
Contract Number Auto-generated or enter manually
Title A short, descriptive name
Vendor Select from existing vendors
Start / End Date The performance period
Total Value The not-to-exceed amount

Step 3 -- Attach documents

Upload the signed PDF and any amendments using the Documents tab.

Step 4 -- Submit for approval

Click Save & Submit. The contract enters the review queue and your approver will be notified by email.


Tip: You can duplicate an existing contract to save time -- use the Actions > Clone menu on any contract row.