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Retry Contract Document Generation

Retry Contract Document Generation

Salesforce Contracts allows you to retry or cancel the contract document generation if the generation is incomplete due to any failure or time-out issues in generating the document.

Select an existing template to generate the document and click Retry. When you assign a template to a contract document, a document is generated using the template conditions, mappings, and so on. A new version of the contract document is generated and saved as an attachment. The contract document view is read-only. You can select the format to save the contract - Microsoft Word or PDF. Typically, you want to save a contract as a Microsoft Word document so others can edit it, if necessary. After all the parties agree on the contract, you can save the contract as a read-only PDF file.

Retry or cancel contract document generation.

You have the option to cancel the contract document generation by clicking Cancel. Contract creation can be selected by either selecting an existing document template or importing a contract document.

Contract page with different options to generate a contract document.

 
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