Terms & conditions
Contract terms, amendments and risks read from the customer's agreements, and your own contract notes.
Overview → Terms & conditions collects what Deal Hub read from the customer's agreement documents, plus your own notes.
What's here
| Card | Holds |
|---|---|
| Standard Terms & Conditions | Extracted from uploaded agreement documents: terms, payment details and governing law |
| Amendments | Summary of terms and conditions outside the standard Microsoft Enterprise Agreement |
| Contract risks | Risks read from processed customer agreement documents, each with its source document. Open document opens it in the document viewer at the cited page |
All three fill in once the customer's agreement is uploaded and read. Until then you'll see No terms & conditions extracted yet, with Open Documents to upload one. See Documents.
Manual Contract Notes
Keep internal context that does not belong in the extracted contract terms above.
Choose Add notes (or Edit notes).
Type in Notes and manual amendments, for example a non-standard term, approval or amendment.
Choose Save notes.
Products & pricing
The customer's licensed products and what they pay today, where each price came from, and how to set or correct a customer price.
M365 data
The customer's Microsoft 365 tenant in Deal Hub: licenses and spend, user-level license recommendations, security, productivity, Copilot adoption and apps.