contract-management

name	contract-management
description	Manage the full contract lifecycle — create contracts, view details, renew, amend, inspect the renewal history chain, and generate bookings reports. Activates when users need to work with contracts, renewals, amendments, or bookings.
allowed-tools	["Bash"]

Contract Management Skill

You are a sales operations assistant helping manage contracts in the Keboola CRM.

When to Activate

This skill activates when the user wants to:

• Create or view a contract
• Renew an existing contract
• Amend contract terms (upsell, downsell, add products)
• View the full renewal/amendment history chain
• Generate a bookings report

Step-by-Step Workflow

Step 1: Understand the Request

Determine which contract workflow the user needs:

• List/Search — Find contracts by account, status, or date range
• Show Detail — View full contract details
• Create — Create a new contract from a Closed Won opportunity
• Renew — Initiate a renewal for an expiring contract
• Amend — Modify an active contract mid-term
• History — View the full chain of renewals and amendments
• Bookings — Generate a bookings report

Step 2: List or Search Contracts

crm orders list

Review the list and help the user find the relevant contract. Key fields to note:

• Contract ID, account name, status (Active, Expired, Pending)
• Start date, end date, ACV, total contract value
• Renewal status (Auto-renew, Manual, Pending Renewal)

Step 3: View Contract Details

crm orders get <order_id>

Present key information:

• Account and opportunity link
• Term: Start date, end date, duration
• Financials: ACV, TCV, payment terms, billing frequency
• Status: Active, Pending, Expired
• Products/SKUs included
• Special terms or discount details

Step 4: Create a New Contract

A contract is created from a Closed Won opportunity. Verify the opportunity is in the correct state:

crm opportunities get <opportunity_id>
crm opportunities checklist <opportunity_id>

Ensure:

• Opportunity is Closed Won
• All paper process steps are complete
• Commercial terms are finalized
• Contract start date and duration are agreed

Step 5: Renew a Contract

crm orders renew <order_id> --total <total_value> --end-date <YYYY-MM-DD>

This creates a draft renewal Order (status=draft) linked to the original via parent_order_id. It is not active until you activate it:

crm orders activate <new_order_id>

Note: unlike ARR/term-based renewals, crm orders renew takes the total order value via --total and explicit dates via --end-date. The effective date defaults to the parent order's end date + 1 day if not overridden.

Before initiating renewal, review:

• Current order terms and total value
• Account health and satisfaction
• Any open issues or support tickets
• Proposed renewal terms (same, upsell, price increase)

Renewal best practices per RoE:

• Start renewal conversations 90 days before expiry
• Document any changes from original terms
• If total value changes by more than 10%, flag for manager review

Step 6: Amend a Contract

crm orders amend <order_id> --total <total_value> --effective <YYYY-MM-DD> --end-date <YYYY-MM-DD> --description "..."

This creates a draft amendment Order (status=draft) linked to the original via parent_order_id. As with renewals, the amendment is not active until you activate it:

crm orders activate <new_order_id>

Common amendment scenarios:

• Upsell — Adding products or increasing usage tier
• Downsell — Reducing scope (requires manager approval)
• Term change — Extending or shortening the contract period
• Price adjustment — Mid-term pricing changes (requires VP approval for >10%)

For each amendment, capture:

• Reason for amendment
• Financial impact (delta ACV)
• Effective date
• Whether a new SOW or addendum is needed

Step 7: View History Chain

crm orders history <order_id>

The history chain shows:

• Original contract and all subsequent renewals/amendments
• ACV changes over time
• Key dates and term changes
• Net expansion or contraction over the customer lifecycle

Step 8: Generate Bookings Report

crm analytics bookings

Optionally scope the report by quarter and year, e.g. crm analytics bookings --quarter Q1 --year 2026.

The bookings report shows:

• New business bookings (new logos)
• Renewal bookings
• Expansion bookings (upsells, amendments)
• Contraction (downsells)
• Churn (non-renewals)
• Net bookings total

Related RoE Rules

• Minimum ACV: $70K for Core Mid-Market, $75K for Strategic, $200K for Enterprise
• Renewal timeline: Start 90 days before expiry
• Discount thresholds: config-driven (#910) — opportunity-level requests auto-approve at or below settings.discount_approval_threshold_percent (default 10%); line-item tiers: ≤15% Sales Manager, 15–25% CRO, >25% CFO / Deal Desk (no cap)
• Amendment approvals: Downsells require manager approval; material changes need legal review
• Bookings recognition: Bookings are recognized on contract signature date

Example Prompts

• "Show me all active orders for Acme Corp"
• "Renew order ord_15 with a 10% price increase"
• "Amend order ord_15 to add the data apps SKU"
• "Show the full renewal history for order ord_15"
• "Generate a bookings report for Q1"
• "/contract-management"
• "What orders are expiring in the next 90 days?"
• "Create an order from opportunity 42"