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Map Your Business Requirements to Salesforce Contracts Features
Support your business operations and needs with Salesforce Contracts.
| Business Requirement | Feature To Use |
|---|---|
| Reduce contract cycle times and improve compliance. | Use contract templates, automated workflows, and approval processes to standardize how contracts are created and executed. Template-based document generation and custom template filtering help teams produce consistent, compliant contracts faster. |
| Start contracts directly from the sales process without switching contexts. | Create contracts from an opportunity, quote, order, or any custom object with one click. Context Service mappings automatically populate contract fields from the source record, so sales teams can initiate contracts without manual data entry. |
| Enforce consistent processes across different contract types. | Define contract types to control which templates, approval processes, and actions apply to each kind of contract. Pair contract types with state models to define valid lifecycle transitions, such as Draft to In Approval or Negotiating to Awaiting Signature, so contracts follow the right process every time. |
| Collaborate with stakeholders on contract documents in a familiar toolset. | Integrate Salesforce Contracts with Microsoft 365 so users can open, edit, and redline contract documents in Microsoft Word online. Internal teams and external partners can collaborate in real time without leaving the tools they already use. A clause library lets teams insert pre-approved language to standardize terms and reduce legal risk. Trailhead: Salesforce Contracts Integration with Microsoft 365 |
| Speed up contract authoring and digitize legacy contracts. | Use Contracts AI to draft standard and custom clauses automatically, reducing manual authoring time. Convert paper or non-digital contracts into searchable digital records so they can be tracked, reported on, and managed alongside new contracts. |
| Eliminate signature delays and move contracts to execution faster. | Use the built-in DocuSign integration to send contracts for electronic signature directly from the contract record. Signers receive and sign documents without leaving their email, removing the delays of manual routing and wet signatures. |
| Track and fulfill contractual obligations to reduce risk. | Use obligation management to monitor commitments such as payment terms, delivery schedules, and SLAs. Each obligation is tracked as Compliant, Non-Compliant, or At Risk, giving teams early visibility into potential breaches before they become problems. |
| Gain visibility into contract performance and lifecycle status. | Use Salesforce Contracts Analytics dashboards to monitor contract KPIs, track lifecycle stages, and identify bottlenecks. Role-specific dashboards give contract administrators and sales users the views most relevant to their work. |
| Give contract managers a single workspace for day-to-day contract work. | Use the Salesforce Contracts Console app to access contracts, clauses, and management features from one place. The console consolidates the most common contract tasks so managers can review, act on, and track contracts without navigating between multiple pages. |
