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Renewals, Localization & Compliance

Change terms safely, localize correctly, and meet retention/privacy rules.

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Written by Catalin Fetean
Updated over 2 weeks ago

Audience: Legal, PMs, Admins, Compliance
Outcomes: Safe change management; enforceable in target jurisdictions

Amendments / addenda / renewals

  • Amendment: change clauses/amounts/dates

  • Addendum: add new clauses/scope

  • Renewal: extend term or set new term

Process
Active → Amend → author changes → review → signature → status amended briefly → active with version +1.
All PDFs remain accessible (original + amendment bundle). Delivered orders remain untouched.

Rule of clarity
Maintain a short Change Summary field.

Localization, currency & governing law

  • Dual-language templates; identify prevailing language

  • Store currency as ISO code; display by user locale

  • Jurisdiction/venue via clause variants; ensure partner acceptance

  • Tax IDs & addresses in structured fields for invoicing

Compliance, retention & deletion

  • Contract bundles retained per legal/tax obligations

  • Personal data can be deleted/anonymized on request; records remain

  • Legal hold prevents deletion until lifted

QA checklist

  • Amendment produces new bundle; original preserved

  • Locale and currency display correct per user

  • Legal hold blocks deletion attempts with clear error

Runbook: “Can’t amend contract”

  • Check role (Admin/Owner)

  • Verify not under legal hold

  • Resolve pending blocking reviews/approvals


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