Configuring Contract Reference Numbers

Get your contract reference numbers set up exactly as you want in Pactly. By following these steps, you’ll control how contract numbers are generated and formatted for every contract created or uploaded.

Step 1: Click Settings in the left-side menu.

Step 2: Find the Contract Reference Section

In Settings, scroll until you find the Contract Reference Number Configuration section.

Step 3: Choose Reference Number Format

Within the Contract Reference Number section, select a format for your reference numbers. You’ll see options such as:

• Year Prefix (for example, 2025)

• Incremental number length (choose 3, 4, 5, or 6 digits)

Step 4: Add Custom Text (Optional)

Add custom text if you want it to appear in each contract reference number. Usually used if an acronym of your company/business unit is required.

Each token is separated with hyphens. For example: [Year] + [4 digit increment] would produce 2025-0001.

Step 5: Save Changes

After selecting your preferred format and entering custom text, click Save to confirm the configuration.

Every new contract will now have a reference number that matches your chosen format, starting at the beginning of each year and incrementing by one for each new contract. This keeps your records organized and makes it easier to search and track contracts.