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Coupa Success Portal

Edit and Sign a Contract

Introduction

There are two ways to edit a contract. In most cases, you'll see the option to download and upload edited contract versions, which lets you download the contract for editing and signatures before uploading it when your changes are complete. If your Coupa customer was grandfathered into Contract Collaboration, you might see the option to edit the or sign the contract online.

Once all the required parties have signed the contract, it is automatically marked as Completed and can't be reopened. All parties to the contract will be emailed a PDF of the completed contract that includes the digital signatures of the signers.

 

Editing a Contract document in Contract Collaboration is based on permissions your Coupa customer assigns. If you have permission to edit a contract the edit button displays above the contract. Contact your Coupa customer for more information.

How it works

Download and upload an edited contract

  1. Open the contract from your invitation email.
  2. At the top right of the page, select Edit Document and select Download for Edit. Coupa downloads a file that you can edit.
    Download a contract for editing.
  3. After you complete your edits and save your file, select Upload and upload your edited contract.
    Upload a contract after editing.

Edit a contract online

Online editing and commenting is only available for suppliers of certain Coupa customers. If you don't see the option to edit online, see Download and upload an edited contract.

  1. Open the contract from your invitation email.
  2. At the top right of the page, select Edit.
    Edit a contract online.
  3. On the page that appears, edit the contract in the contract window. You can use the formatting options at the top of the page to format your content.

You can also leave comments by highlighting a portion of text and selecting the Comment button contract_comment.png that appears to the right of the highlighted section. You can review comments or comment on a comment by selecting Review Comment review_comment.png on the right side of the contract window.

  1. After you finish your edits, select Save and select who you want your changes shared with.
    Edit and save a contract online.

You can select who you want your saved changes shared with:

  •  Save and keep private for me
    • The contract locks so only you can view and edit the most recent changes
    • Contract Collaboration doesn't create a new version in the history for the contract until it is shared with others
    • Saving and keeping the contract private for you doesn't trigger recent activity notifications for the changes you made
  • Save and share with [Your Company]:
    • The contract locks so only you and other members of your organization (your colleagues) can view and edit the contract until it is shared with others
    • Contract Collaboration saves an incremental version of the contract in the history. Only people in your organization can see that this version was created
      • For example, if you edit version 1 of a contract, the history increment to version 1.1 of the contract
    • Saving and sharing with only your company doesn't trigger recent activity notifications for the changes you made. An email notification with all the relevant changes made since the last full version sends when the contract is saved and shared for all parties
  • Save and share with all parties:
    • The contract is unlocked so that all parties can view it and make edits (if they have the suitable permissions)
    • When you save and share with all parties the contract version will increment by 1
      • For example, if you edit version 1 of a contract and select to save and share with all parties, the history increments to version 2 of the contract
    • Saving and sharing with all parties triggers recent activity notifications for the changes that were made to the contract since the last time it was saved and shared with all parties

Sign a contract online

Online signing is only available for suppliers of certain Coupa customers. If you don't see the option to sign online, see Download and upload an edited contract

  1. Open the contract from your invitation email.
  2. Click the Sign button in the top right corner of the contract.
  3. Choose your signing option. You can choose to sign By typing and type in your signature or to sign With mouse and draw your signature.
  4. Confirm who you are signing as.

If you didn't create the contract and were invited to sign by somebody from a different company, you may be given the option to update the organization name you are signing for.

If you're signing as yourself, you don't need an organization name. Signing on behalf of yourself (not an organization) is rare for Procurement use cases.

  1. Type your name in full into the Signature box or draw your signature with your mouse.
  2. Select Sign. Your eSignature is automatically added to the contract and includes information about who you are, who you signed on behalf of, and the date you signed.