Generate a contract from one of your company's contract templates. VendorPM fills in the contract details from an awarded quote request or from a quote PDF you upload, and saves the contract as a draft.
Property managers and Enterprise leaders can generate contracts. This is available if your company has it turned on. Contact VendorPM to turn it on.
Before you start
You need at least one contract template. Enterprise leaders add contract templates under Templates, on the Contract templates tab. If there are none yet, you'll see No contract templates yet.
Where to find it
In the left navigation, under Manage, click Contracts, then click Generate contract.
Or open an awarded quote request and click Generate contract on the right.
Generate a contract from the Contracts page
In the left navigation, under Manage, click Contracts.
Click Generate contract.
On Select contract template, find the template you want. You can search by contract title. Click Preview to open a template, then click Select.
On Select quote request or upload new, choose where the quote details come from:
To use a quote file, upload the quote as a PDF and click Generate contract.
To use a quote request already in VendorPM, find it in the list below OR and click Select. You can search by quote request title or filter by property. Each row is one awarded vendor on a quote request.
On Contract details, wait while VendorPM fills in the contract. Check the information and make any edits directly in the PDF. Fields highlighted in amber were suggested by AI. Click Continue.
On Supporting docs, upload any supporting documents for this contract. If you don't need any, leave this empty.
Click Confirm.
You'll see Contract saved to drafts. The contract appears on the Draft tab of the Contracts page.
Generate a contract from an awarded quote request
Open the awarded quote request.
On the right, click Generate contract.
If you awarded more than one vendor, choose a vendor from the Generate contract for list. Each vendor shows how many properties they were awarded and their total quote amount.
On Select contract template, find the template you want and click Select. A banner at the top shows which vendor you're Generating contract for. If you awarded more than one vendor, you can click Change vendor to pick a different one.
VendorPM fills in the contract from the quote request and takes you to Contract details. Check the information, make any edits in the PDF, and click Continue.
On Supporting docs, upload any supporting documents, then click Confirm.
The contract is saved to the Draft tab of the Contracts page.
Good to know
If a quote request covers several properties, the contract includes every property awarded to the vendor you chose.
Quote files must be .pdf files smaller than 50MB. Supporting documents must be .pdf files smaller than 25MB.
If some fields can't be filled in for you, you'll see Some fields could not be populated automatically. You can fill those fields in yourself in the PDF.
To go back to an earlier step, click it in the step tracker at the top of the page.
You can still upload a contract you already have with Upload contract.