Let's check Cedar Vale's Solar Support draft before it goes for review. We'll match the proposal, check the terms, and confirm who acts next. This is an internal draft check; customer acceptance comes later.

You'll need the source proposal and an existing Contract draft, plus access to edit Contracts. Our fictional source is Solar Support Proposal, version one: one thousand US dollars a month for twelve payments. Keep it beside the draft.

In HubSpot, go to Revenue, then Contracts. Open Cedar Vale, Solar Support, and confirm its Draft status. Battery Monitoring is another agreement for the same customer, so check the service name as well as the customer. Choose Edit contract.

Match the seller, customer and contact to the proposal: BeaconGrid, Cedar Vale and Alex Morgan. Then check the associated Solar Support deal. That association helps you find the sale; it doesn't guarantee every field is synchronized. If the details differ, ask Sales to confirm the current source before continuing.

Here, the unit price is one thousand dollars per month, with quantity one and twelve payments. So the proposed term value is twelve thousand dollars. That total is not an invoice due today. Check price, quantity, billing frequency and payment count together.

The proposed service runs from November first, twenty twenty-six, through October thirty-first, twenty twenty-seven. Compare the service dates and effective date with the proposal. They match here; another agreement may use different dates.

Finance handles billing separately in this example, so HubSpot Billing stays off. The native message says no invoices will be created or sent. Keep that choice deliberate: checking this draft doesn't connect Finance's billing system or authorize a charge.

Return to the record and reopen the draft to check the saved values. Compare the customer, service, price, payment count, dates and Billing off with your source. In the workbook, record what you actually observed and which proposal version you used. If something differs, keep it in Draft and resolve the mismatch with Sales. After saving a correction, reopen the draft and repeat the affected checks.

The handoff now has three parts: the proposal version, the matching draft, and your recorded checks. In this example, Sales Ops owns the next action: request the Sales manager's review. We haven't submitted that request here. If the proposal changes, update the source and recheck the affected terms.

If you use PandaDoc or Docusign, keep the signed document as evidence of customer agreement. For an external agreement, getting its terms into the native Contract needs a create or import step, or a separately tested integration. A document-completion workflow can start a review task when configured; renewal follow-up needs its own dates, owner and testing. The PDF outlines those proposed follow-up checks.

For your next draft, use the workbook beside this video to record your checks and next owner. Use the PDF when you're ready to plan the signing and renewal follow-up.