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Salesforce Contracts

Create Section in Contract Document

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Create Section in Contract Document

Contract authors can define sections within a document to structure and organize the content more effectively.

Initiate contract document creation 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 document opens on a new tab within the Microsoft 365 editor.
Click the Salesforce Contracts for Word add-in on the Home tab.
Create a section.
1. Click Insert New | Section .
2. Enter a unique name for the section.
3. Enter a description for the section.
4. Save your changes.

The section appears on the Sections tab. Contract authors can quickly navigate to specific sections and include the appropriate clauses, tables, and contract text within each section.

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