Contract Renewal - Allow attachment of updated documents
When a contract comes up for renewal, it would be good if we could also attach updated contact paperwork etc. Currently, when you create the contact I can upload this, but the only way to get the opportunity again is to delete the contact and create a new one. This then removes the history of the contract.
It would be nice if the history contained the attachments for each renewal and the current contact contained the newly uploaded documents
2 people like this idea
We are adding some new capabilities to contract management and adding attachments after approval and during renewal is also in scope. You can follow this thread for updates on the contract management enhancements: https://support.freshservice.com/support/discussions/topics/322331