Terminating a contract

End a HubSpot contract immediately or schedule its termination for a future date.

Contracts are enabled per account. Your HubSpot portal must have access to the Contracts API beta, and Quotivity must enable contracts for your account. Contact help@quotivity.com to get set up.

Terminating a contract ends the agreement in HubSpot on the date you choose. Only a Quotivity administrator can terminate a contract from the Quotivity Contract card.

Before you terminate a contract

Termination does not reverse charges that were already billed. Review the contract, its billing history, and the requested end date before continuing.

A terminated contract cannot be changed or renewed from the Quotivity Contract card. If the customer needs a new agreement later, create a new quote.

Terminate a contract

In HubSpot, open the contract record.
On the Quotivity Contract card, click Terminate contract.
Select the Termination date.
- Select today’s date to end the contract now.
- Select a future date to keep the contract active until that date.
Review the date, then click Terminate.

For a future termination, the contract stays active until the selected date and then moves to Terminated. Already billed line items remain unchanged.

Troubleshooting

Terminate contract is missing

The action is not shown after a contract has been terminated. If the entire Quotivity Contract card is missing, ask a HubSpot admin to customize the contract record and add the card.

Only a Quotivity administrator can terminate a contract

Your Quotivity user has a standard user role. Ask a Quotivity administrator to terminate the contract or update your role if appropriate.

Quotivity needs contract access

Reconnect the Quotivity app to HubSpot and approve the requested contract permissions, then try again.