Salesforce Contracts

Manage the complete lifecycle of your contracts, from authoring and negotiation through approval, execution, and activation. Salesforce Contracts integrates directly with your sales process so that contracts move forward as deals progress.

Organizations rely on contracts to formalize agreements with customers, partners, and suppliers. But manual contract processes lead to slow cycle times, inconsistent language, compliance gaps, and missed renewals. Salesforce Contracts replaces fragmented, document-based workflows with a centralized platform that gives every stakeholder visibility into contract status and obligations.

Note Salesforce Contracts is independent of the Vlocity Contract Lifecycle Management application, which is part of a managed package.

What You Can Do with Salesforce Contracts

Author contracts from templates: Use Document Template Designer to create standardized contracts from pre-approved templates and clauses. Edit documents directly in Microsoft 365 with changes synced back to Salesforce.
Create contracts from sales records: Generate contracts directly from opportunities, orders, quotes, or any standard or custom Salesforce object. Standalone contracts such as non-disclosure agreements or partner agreements are also supported.
Manage the contract lifecycle: Define contract types with distinct lifecycles, configure state models that control which actions are available at each stage, and track document versions as contracts move through negotiation and approval.
Collect e-signatures: Integrate with DocuSign so that parties can review and sign contracts electronically.
Track obligations: Monitor contractual commitments such as delivery schedules, payment terms, and compliance requirements. Assign obligations to individuals and get automated alerts when deadlines approach.
Use AI to accelerate contract work: Generate clauses with Contracts AI, manage a reusable clause library, and digitize legacy paper contracts by extracting key terms automatically.
Analyze contract performance: Use Salesforce Contracts Analytics dashboards to track contract status, monitor renewal timelines, and identify bottlenecks across your contracting process.

Who Uses Salesforce Contracts

Sales teams: Create and negotiate contracts quickly so that deals close faster.
Legal teams: Enforce compliance with pre-approved templates and clauses instead of reviewing each contract individually.
Operations teams: Monitor every stage of the contract lifecycle from a centralized, auditable repository.
Finance teams: Track payment obligations and reduce revenue leakage from missed terms or excessive discounting.
Partners: Access contract management through Digital Experience sites to create and manage contracts for end customers.