Partners that have already signed a contract can be easily switched over to a new set of terms. Once accepted, their new terms will go into effect on a date you specify (as long as it is past the notification period).
There are four ways in which you can change or create a template term for a partner's contract. Select the option that best suits your needs.
From the left navigation menu, select
[Engage] → Partners → Partners.For the partner you want to switch out contracts for, under Actions select Contract.
Under Actions, select Contract → Switch to existing contract.
From the drop-down menu, select the template term you want this partner on.
To see how long the notice period is for each partner, select View Partners.
Select the contract dates and contract length.
If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
Choose Approval Option.
Replace will bypass partner approval and automatically take effect.
Propose will need partner approval and automatically take effect.
If you select Propose and your partner declines the new terms, their current contract will remain active.
If you have any, add a comment.
Select Submit.
If you do not have a template term that you want to replace the one your partner is currently on, you can create the new template term during the transition period. Learn more about template terms.
From the left navigation menu, select
[Engage] → Partners → Partners.For the partner you want to switch contracts for, under Actions, select Contract .
Under Actions, select Contract → Switch to a new contract.
Fill out the requested information.
Select Next.
Select the contract dates and contract length.
If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
Choose Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will need partner approval and automatically take effect.
If you select Propose and your partner declines the new terms, their current contract will remain active.
If you have any, add a comment.
Select Submit.
From the left navigation menu, select
[Engage] → Contracts → Template Terms.For the template you want to switch, under Actions, select Switch Terms for all Partners → Switch to existing contract.
Select a different template term from the drop-down menu.
To see how long the notice period is for each partner, select View Partners.
Select the contract dates and length of contract.
If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
Select the Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will need partner approval and automatically take effect.
If you select Propose and your partner declines the new terms, their current contract will remain active.
If you have any, add a comment.
Select Submit.
If you do not have a template term that you want to replace the one your partner is currently on, you can create the new template term during the transition period. Learn more about template terms.
From the left navigation bar, select
[Engage] → Contracts → Template Terms.For the template term you want to switch, under Actions, select Switch Terms for all Partners → Switch to a new contract.
Fill out the requested information.
Select Next.
Select the contract dates and contract length.
If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
Select the Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will need partner approval and automatically take effect.
If you select Propose and your partner declines the new terms, their current contract will remain active.
If you have any, add a comment.
Select Submit.
The Fallback Contract is the contract that will govern your partnership after a temporary contract expires.
You can fallback to the current contract or another template term. If you choose another Template Term, you will need to have another template term already set up.
Not checking the box to enable Fallback Contracts will end the partnership when the end date entered comes.
You can only have one fallback set up per contract at a time. If you set up a second fallback while the first is active, or before the first fallback begins, you will overwrite the original fallback and this may leave your partner without a contract.