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Contract Creation
Contracts can be created from any standard or custom object.
Contracts can be created on opportunities, orders, and quotes. If the contract was created from an opportunity, Salesforce contracts creates the contract with the opportunity data.For details, see Create Contract and Update Contract.
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Click the Create Contract button to from the object to create a contract. When creating a contract, you can define a contract start date and contract term, which determine the contract end date.
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Click the Update Contracts button to update or create contract line items and create a new contract document attachment. Each contract document version indicates if it was created from an opportunity, order, or quote.
Contract Actions Summary
There are many Actions that you can use with contracts.
| Action | Purpose |
|---|---|
| Check In | Check in a contract document version |
| Check Out | After you generate and check in a contract document, you can perform these actions:
The newly generated document reflects changes to the contract data. |
| Delete | Delete one or more files from a contract document version |
| Generate | Generate the contract document from a document template, or import a contract document, or continue generating a contract if the version is locked but the generation is incomplete. |
| Lock | Lock the active contract document version. Only the current user and admin can unlock it. |
| Unlock | Unlock the active contract document version. Any user can check out or lock the document. |
| View | View the contract document. You can attach or download a Word or PDF file of the document based on the contract type config settings. Applies to both active and inactive versions. The version you see could have just been generated from a template or import document. You can select the version to preview the document. |
| Retry | When the contract document generation fails, retry to generate the document |
| Search Version | Search for a contract document version |
| Select Version | Select the contract document version |
- Create a Contract from an Opportunity, Order, or Quote
Using the Create Contract action button, you can create a contract directly from any object. The data from the object is copied to the contract object based on the defined field mappings. The field mappings can include both parent-to-parent mappings and child-to-child mappings. - Update Contracts from Opportunity, Order, or Quote
Using the Update Contracts action button, you can fetch changes made to the object based on field mappings and update the associated contracts. The associated contracts must be in the draft status and created using Create Contract action button. The Update Contracts action button automatically enables when the parent object has associated contracts that were created using the Create Contract action button.
