After an agreement is signed by both parties, sometimes you'll need to make small changes to it without triggering a full new agreement or order form. These alterations could include things like:
Adding or removing seats
Changing the length of the subscription
Removing an auto-renewal clause
The best way to handle these changes in Common Paper is using Amendments.
Note: The Common Paper Amendment can also be used as an Addendum to add additional terms to an underlying contract.
Issuing a New Amendment
In order to create a new amendment, you'll need to start from a signed agreement, which you can either create natively in the app or upload.
Issuing amendments is supported for any agreement type in Common Paper.
Click into the agreement that you wish to create the Amendment for and choose Issue Amendment from the Other Actions menu.
This will bring you to the Create Amendment screen and automatically associate the new amendment with the underlying agreement.
Drafting the Amendment
Amendments are very simple agreements and have few required parts.
The Underlying Agreement will be automatically populated from the agreement that you are issuing the amendment for - your customer will have access to this agreement when reviewing the amendment.
The Amendment Date is the effective date of the amendment is usually the date that the last party signs the agreement, although you can set it to a specific date if you'd prefer.
The Terms to Amend are the most important part of the agreement, and is where you actually layout what parts are changing.
For each distinct part of the contract you wish to amend, add a new term. Each Term to Amend has a term (for example, Cloud Service Fees) and a description (for example. 'Add 3 additional software licenses at $400/month per license')
You can add as many of these as you would like. If you don't want to break them into individual terms, you can also just use a blanket term like 'Changes' and just write them all into the description field.
You may also add Attachments to an amendment if you'd like to include pricing exhibits, term updates or other documents.
Sending an Amendment
Beyond these fields, Amendments operate like any other Common Paper agreement and allow you to specify signers, send test agreements, toggle on/off allowing negotiation, etc.
Amendments will show in the main agreement list. You can see the parent agreement at any time on the agreement history page.
