How to Convert a Record Into a Contract in Gridlex Zip?

Published | Oct. 4, 2023, 2:29 p.m.

Welcome to our guide! In Gridlex Zip, it’s easy to transform user-submitted records into contracts. This ensures a fluid transition of important information from the record directly into your new contract. Let’s dive into the step-by-step process.

Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section.

Step 2: From the list of available records, select the specific record you wish to transform into a contract.

Step 3: Look for the ‘Convert to Contract’ option located at the top right corner and click it. 

Note: The 'Convert to Contract' link will only be visible if the model of the record is configured to display it.

Step 4: Upon initiating the conversion, various fields within the contract form will be automatically populated based on details from the record.

For instance:

  • Record Subject becomes the Contract Name.

  • Record Description translates to Contract Description.

  • All Attachments within the record are imported.

  • Record Associations are also brought in.

Refer to the screenshot below. 

  • Record Subject:

  • Record Description:

  • Attachments:

  • Record Associations:

Note: Data from the record is directly transferred into the contract's sections when the section names in both record model and contract template match and the fields are the same. 

Step 5: As you continue scrolling down, you'll come across the Section Fields. These fields, mapped to your chosen contract template, are pre-filled for your convenience.

Step 6: Fill in the details for custom fields and once done, click “Create Contract.” Now your record in converted to contract.

Note: To learn how to create contracts in Gridlex Zip follow this guide: How to Create Contracts in Gridlex Zip?

Congratulations! You have now learned how to convert a record into a contract.


If you need any help with any feature, data migration of your old data, or anything at all, just email and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.