Adding Contracts

In this article

Uploading a Contract File

Processing a Contract Automatically

Manually Entering a Contract

Uploading a Contract File

  1. Navigate to Contracts on the Home Page.

  1. In Contracts, click Add Contract.
  2. Click Browse Files.
  3. Upload the contract file from your device.


Processing a Contract Automatically

  1. Click Process Automatically.
  2. Pivott's AI auto-processing feature will collect and store the data from the contract.

Auto-processing may take time as each contract is also reviewed by trained Pivott staff, however, all contracts will be processed within one business day.


Manually Entering a Contract

  1. Click Enter Manually.
  2. Enter the Contract Details:
    • Enter the Contract Name.
    • Assign an existing Vendor from the drop-down list or create a new one by selecting Create A New Vendor.
    • Add the contract Date Range.
    • Click the downward arrow to add optional Additional Details:
      • Assign a Parent Contract using the drop-down list.
      • Attach an existing Label using the search or type and hit enter to Create A New Label.
      • Add Notes in the text box.


  1. Select the Properties the contract applies to:
    • Search for properties by Property Name using the search function.
    • Filter by City, State/Province, or Label.
    • Add A New Property by clicking Add Property.


  1. Add a Clause or Skip Step if not applicable.
    • To enter a new clause click Add Clause:
      • Type a Title.
      • Type a Description.
      • Click Save Clause.
        • Click the downward arrow to Duplicate Entry or Add Another Entry.

  1. Add Spend or Skip Step if not applicable.
    • To enter new spend click Add Spend :
      • Type to search for a Product and Service or to Create a New Product.
      • Type to assign Properties.
      • Select Duration: recurring or one-time.
      • Type Dates: enter Start and End Date (if applicable) or select Use Contract Dates.
      • Type in Cost:
        • Add Frequency.
        • Select Pricing Type using the drop-down list.
        • Type optional Notes.
        • Click Save Spend.
          • Click the downward arrow to Duplicate Entry or Add Another Entry.

  1. Add a Reminder or click Done if not applicable.

If the end date of the contract entered is at least 30 days in the future, Pivott will automatically create a default 30-day expiry reminder.

    • To add a new reminder click Add Reminder:
      • Type a brief Description of the reminder.
      • Set a Date for the reminder to be sent:
        • Set a Reminder Date before or after the contract start or end date or choose a Specific Date.
        • Click Save Reminder.
            • Click the downward arrow to Duplicate Entry or Add Another Entry.