Assign Plan to Customer

Once a contract template has been created, it can be assigned at any point to a new customer.

1. Go to the Plans & Pricing page
2. Click on the three-dot menu on the line of the plan you wish to assign and select Assign customer
3. Define the starting date according to the customer's contractual terms and click 'Finish'.

It is also possible to assign a contract directly by selecting Assign and save as a contract from within the plan editor by using the Save dropdown menu.