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What is the purpose of the subscription details tile in the Summary tab?


The Subscription Details tile at the top of the Summary tab is designed to display key contract-related information for each vendor. It allows you to view, update, or manually enter subscription terms and product-level details.

How can I go about populating the subscription details?


  • Automatically: Use Contract AI, which extracts essential contract data automatically. Simply upload your latest contract in PDF format using the “Upload Contract” button in the upper right corner of the tile. 
  • Manually: Click the “Edit Details” button to enter information manually. If a contract is already uploaded in the Documents tab for that subscription, it will appear alongside the form to assist you during data entry.


What is the best way to populate the subscription details?


We strongly recommend using Contract AI to minimize manual effort. Just upload your most recent contract as a PDF—this ensures faster setup, better accuracy, and alignment with the original document.


For best results, ensure the document is clear, high-resolution, and free of excessive watermarks or formatting issues.


Contract AI will extract:

  • Contract start and end dates

  • Contract value and currency

  • Renewal frequency

  • Line item details (product name, quantity, list price, and discounts, if applicable)


Processing typically takes 1–3 minutes.

What file types are supported?


Currently, only PDF files are supported. Make sure to upload a clear digital copy for best results.

Would the Contract AI work if I uploaded a contract to the Documents tab instead of the Summary tab?


Yes, it will—as long as the document is uploaded to the "Contract" section or designated area within the Documents tab.



After uploading, return to the Summary tab to see a banner indicating that the contract is being processed. This confirms that Contract AI is extracting the contents.


What are the best practices for uploading contracts and using Contract AI?


  • File Format: Use clear, high-resolution PDF documents.
  • Recency: Always upload the most recent contract, especially after a renewal.
  • Review: Validate extracted data and make manual adjustments as needed.

Can I re-upload a document?


Yes, you can upload a new contract at any time. Contract AI will reprocess the document and update the subscription details accordingly.

Can I rely on Contract AI to populate all subscription details?


Contract AI extracts as much information as possible from the uploaded document. However, contract formats and content can vary by vendor. Always review, validate, and adjust details after upload.


You can do this by clicking

  • The “Review” button on the banner after uploading, or

  • The “Edit Details” button anytime.


Does Contract AI accommodate contracts written in languages other than English, such as French or German?


Yes, our AI is capable of transliteration and supports multiple languages. Feel free to upload contract documents in any language; it will populate your subscription details without issue.

What should I do if Contract AI mistakenly registers a non-product line item as a product?


You can always delete any line item. To access contract details, click the "Edit Details" button. Then, navigate to the Product tab to locate the line item registered as a product. Once you have located the line item, simply click the bin icon to delete it.


What is the difference between the monthly price, yearly price, and total price tags under the Products tab?


The monthly price is used for items priced on a monthly basis (e.g., a license or seat per month), while the yearly price is used for items priced on a yearly basis. These two terms are the most commonly found in contracts.


The total price tag is usually used for contracts without specified lengths or quantities. It is best used for documents without a pricing breakdown.



The selection will modify the term length field. 

  • When the monthly price is selected, the term length will have the word "months" in parentheses, and the input will be the number of months. 
  • When the yearly price is selected, the term length will have the word "years" in parentheses, and the input will be the number of years. 
  • Total price will disable the term length and quantity fields altogether.


Only one pricing term can be used per contract. Mixed pricing types are not supported.

How is the contract value calculated?


The contract value is automatically computed based on the sum of all products' total costs:


Formula:
Product Total Cost = (Price × Quantity × Term Length) – Discount

  • If no discount is entered, the list price is used.

  • If a discount percentage is entered, the discount value is calculated automatically.

  • Alternatively, you can enter the discount value directly, and the percentage will be auto-computed.


The contract value updates in real time as pricing components change.


Can I enter the discount amount without using a percentage?


Yes. You can directly enter the discount value in the "Total Discount Value" field without entering a percentage.


Where can I enter the discount granted at the contract level?


Scroll to the bottom of the Contract Details page under the Products tab to find the “Add Contract Discount” option.


You can enter either

  • A percentage, which will auto-calculate the discount value, or

  • A discount value, which will auto-calculate the percentage.


Only one input is required.


Can Contract AI handle multi-year contracts? How are they displayed?


Yes, both Contract AI and the Contract Details page support multi-year contracts.

  • Contracts longer than 12 months are automatically identified as multi-year.

  • Each year is broken down and grouped individually for clarity.

  • For example:

    • Year 1: March 2024 – March 2025

    • Year 2: March 2025 – March 2026


Line items are grouped by contract year, making it easy to track pricing and terms over time.

What can I do if the contract details don't get saved?


If, after reviewing the contract information, you are seeing an error message when trying to save the details, the first thing you should do is go to the "Products" section and check if there's an error message there.


These are the most common reasons why the details don't get saved:

  • There are several products with the same name. You can simply slightly rename the products to fix this.
  • The start date of one of the products is before the contract start date. To fix this, simply adjust the start date in the "Contract" section.
  • The "term length" was not entered. You can fix this by selecting the correct billing cycle in the "Products" section (yearly or monthly) and then entering the correct term (e.g., 1 year).