How does this affect me?
This update transforms the contract into a central, intuitive workspace where all contract-related information is easier to access, understand, and act upon. The redesigned layout provides a clearer overview of contract status, financials, and performance, helping users work faster and with greater confidence.
Core capabilities include:
- Modernized user experience: Aligns with improvements delivered in the Modern Quote feature and reduces unnecessary interactions across contract workflows.
- Nested grids for better visibility: Quickly view detailed estimate breakdowns for each contract line directly within the grid—no need to open multiple forms.
- Faster contract line management: Create and edit Contract Line Details from a single grid, including the ability to apply price overrides.
- Improved financial clarity: Contract summary now includes key KPIs, total cost, gross margin, billing status, and tax information surfaced directly on the grid.
- Streamlined contract lifecycle: Users can close a contract directly from the contract form, supported by improved visibility into contract health.
- Contract performance dashboard: Enhanced insights to help users quickly understand contract progress and financial performance.
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Improve contract management usability.