Multi-Year Agreement Intake Form

Multi-Year Agreement Intake Form — Form Fields

This sales template includes 7 fields. Initiate a multi-year contract request by collecting deal structure, pricing terms, and approval requirements. Designed to streamline legal and finance review for long-term commitments. Free to customize and use on ZenBuild.

• Customer Name (text, required)
• Account Executive (text, required)
• Contract Length (dropdown selection, required) — options: 2 Years, 3 Years, 4 Years, 5 Years
• Total Contract Value ($) (number, required)
• Discount Offered vs. Standard Pricing (multiple choice, required) — options: No discount, Up to 10%, 11–20%, Over 20% (requires VP approval)
• Special Terms or Conditions (long text, optional)
• Legal Review Required (checkboxes, optional) — options: Yes, this agreement requires legal review