Create a Contract Document by Using Clauses

You can add pre-approved clauses to the contract document from the clause library.

1. Initiate the creation of a contract document from an order, opportunity, or quote or from a standard or custom object.
   See Create a Contract from an Opportunity, Order, or Quote or Create a Contract from a Standard or Custom Object.

   To generate the contract document, select Create Contract in Microsoft 365.

   The contract document version 1 opens on a new tab in the Microsoft 365 editor.

2. Click the Salesforce Contracts for Word add-in on the Home tab.

   To insert a clause, from Insert New, select Clause.

   
3. Select a filter to search in the clause library from these options: All, Document Clauses, and Document Clause Sets. Enter the text in the search filter to narrow down the results.
   See Search for Standard Clauses in Clause Library.
4. To insert a clause into the document, select the clause, and then click Insert Clause.
   
   The add-in panel shows the added clause. You can select the clause in the add-in panel to locate the content in the document.
5. After adding the clauses and document content, click Check In.
   To view the updated clauses, click Refresh.
   
   This creates a new version of the contract document and the document is checked into Salesforce.
6. To preview the contract document version, refresh the contract page in Salesforce.