Create a Contract

Create a contract manually when you want to enter every contract detail yourself. The Create a Contract page has four sections: Basic Details, Checklist, Contract Line Items, and Review. A green check mark appears next to each section once you complete it.

Before you begin

Keep the following details from your vendor agreement at hand:

• The applications the contract covers and the vendor
• The contract start date, end date, and any cancel-by or renew-by date
• The payment term, payment method, and payment date
• The licenses in the contract, with their quantities and costs
• A copy of the contract document, if you want to attach it

Start a new contract

Steps

1. In the left navigation, click Spends.
2. Under Contract Management, click Licenses, then click the Contracts tab.
3. Click + Add.

The Create a Contract page opens. The form is on the left, and a document panel is on the right.

👍

Let Zluri AI fill in the form

To skip manual entry, upload the contract PDF in the document panel on the right. Click Browse & Upload or drag and drop the file, and keep Process using Zluri AI selected. Zluri AI reads the PDF and fills in the fields in a few minutes. Files can be up to 5 MB. For more, see Contract Upload and Contract Mapping Process.

Step 1: Enter basic details

Select the applications

A contract can cover more than one application. Add every application the contract's line items apply to.

Steps

1. Under What is this Contract for?, search for and select each application the contract covers. To add an application that isn't in Zluri yet, click + Add a new application.
2. Select Not an App? if the contract isn't for an application.
3. If this contract renews an existing one, select Renewing an existing contract? and select the earlier contract.

Zluri names the contract automatically from the application and start date, for example Slack Contract - 01 Oct 2026. Click the edit icon next to the name at the top of the page to rename it.

📘

Removing applications

Remove an application from the list only when no line item in the contract uses it. If a line item still uses the application, the remove option is disabled and shows the number of linked licenses. Change or delete those line items first.

Add the description, vendor, and owners

Owners receive contract reminders, so assign each owner who needs to know about renewals and payments. See Contract Notifications and Reminders.

Enter the payment details

Under PAYMENT DETAILS, enter the contract dates and payment terms:

Use Clear next to Cancel By Date or Renew By Date to remove a date. When you finish, click Next.

Step 2: Complete the checklist

Use the checklist to attach supporting documents and track approvals.

Steps

1. Click + Add Documents to attach the contract and any supporting documents.
2. Turn on each checklist item that applies: Signed by both parties, Approved by Finance, Approved by IT, or Compliance Verification.
3. Click + Add More to add a custom checklist item, or click the delete icon to remove one.
4. Click Next.

The checklist status appears on the contract's details page after you add the contract.

Step 3: Add contract line items

Line items capture each license in the contract and what it costs.

Steps

1. If the vendor charges a flat base price for the contract, select I'm charged a base price for this contract.
2. From Select Currency, select the contract currency.
3. Click + Add a new line item and enter the details for each license, such as License Type, License Name, Application Name, and License Term.
4. Click Add discount or Add a one-time fee if either applies.
5. Review the TOTAL AMOUNT, then click Next.

Choose the application for a line item

Every line item needs an application. The Application Name list shows the applications you selected in Step 1. To use an application that isn't in the list, search for it or create it from the same list. Zluri adds it to the contract's applications automatically.

To link a line item to a license record Zluri already tracks, see Map line items to licenses.

Add licenses with different terms

Add the same license as separate line items when parts of it cover different periods or quantities. For example, add one line item for 100 seats from January and another for 20 more seats from July. Set each line item's period in License Term.

Choose how Zluri calculates cost

When a license term starts partway through a billing period, the cost calculation setting decides how much Zluri charges for that period:

Step 4: Review and add the contract

Steps

1. Review the application, vendor, owner, dates, payment term, and line items.
2. To change a detail, click the section you want to update.
3. Click Add Contract.

To finish later, click Save as Draft at the top of the page. Find saved drafts on the Drafts tab.

Zluri confirms that it added the contract and opens the contract's details page. Renewals and costs may take some time to appear.

👍

Map licenses to users

After you add the contract, click Map Licenses Now on its Overview tab to assign the licenses to users. See License Mapping.

Related articles

• Contracts
• Contract Upload and Contract Mapping Process
• License Mapping
• Contract Notifications and Reminders