When you need to make a change to an agreement before the expiration date, you can use the “Propose Change” feature.

Here’s how it works:

https://downloads.intercomcdn.com/i/o/497935632/2e8a468bec556725f2ee1147/propose+change.gif

Note: If you want to change the participants on an agreement, you can adjust the participant list by adding individuals or groups as needed. Make sure to notify participants you plan to remove ahead of time to ensure they’re cool with it before fully removing them from the process.

📚 Related content