DealSleek · How-to guidePreview
Create a contract
3 steps, from “Contract basics” to “Review & create”, with what to enter at each one.
- Audience
- Administrator, Operator
- Owner
- DealSleek product documentation
- Last reviewed
- Oct 12, 2026
- Reading time
- 3 min
Steps
- 01
Contract basics
Name the contract, choose its type and pricing mode, and identify the counterparty.
- Contract titleRequired
- A short internal name for this contract — e.g. "Acme — MSA 2026".
- Contract typeRequired
- Classify the agreement. Choose its pricing mode separately and upload the reviewed document.
- Pricing modeRequired
- Counterparty account
- Select the account whose identity will be captured for document review. It can also be reviewed later in Drafting.
- Linked dealRequired
- The deal this contract closes. Pulls in its account, value and owner.
- 02
Line items & pricing
Shown only when “Pricing mode” is Priced.
Build the quote — one item at a time. Add the next once the current one is priced.
- Document currency
- Use one three-letter currency for all priced lines. Blank uses workspace currency. No currency conversion is performed.
- Commercial line itemsRequired
- Itemized products, services, licenses, or custom rate terms.
- 03
Review & create
Confirm the details below before the contract is generated.