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Parties

Pipedrive deal ID

Term

Set from term start + years. Type here to override; it recalculates if you change the start or the number of years.

Uncheck when the client refuses auto-renewal. The document then states the agreement expires and needs a further signed order form to continue.

Commercial
Annual fee schedule
Total$0.00

Schedule B — Services

Off by default. Turn on when implementation or training forms part of the deal.

Order-specific terms

Leave blank and the section is omitted from the document entirely.

Products
Quick set

New client
75%