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Salesforce Contracts application allows customers to manage the complete end-to-end lifecycle of contracts. Contracts can be associated with opportunities, orders, quotes, standard Salesforce objects, and custom objects. A robust contract lifecycle management is crucial to the overall sales process health of an organization.
The Salesforce Contracts application gives you complete control over the sales process integration, contract management process, and contract lifecycle that starts from contract authoring to activation.
With a comprehensive contract management strategy in place, you can get the most value out of your contracts during each phase of the process. Salesforce Contracts helps businesses:
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Reduce contract lifecycle time.
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Enhance customer experience and satisfaction through process digitization.
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Reduce administrative overheads.
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Improve compliance management by reducing financial and legal risks.
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Increase contract renewal rates.
To use Salesforce Contracts, you must enable the ContractManagement license. The Salesforce Contracts users include ContractMgmtAdmin, and ContractMgmtRuntime, and ContractMgmtRuntimePC user.
Salesforce Contracts application integrates contract creation with the sales process, which means contracts are carried forward through the different stages of a sale, for example from an opportunity to contract. You can also create standalone contracts that are not part of any sales process. For example, you can create non-transactional contracts such as non-disclosure agreements or partner agreements.
Each contract has a lifecycle that it progresses through based on a defined object state definition. Salesforce Contracts capabilities include contract lifecycle configuration, contract object state definition, and integration with DocuSign for e-signature.
Salesforce Contracts assures better customer experience with wide-ranging features:
- Salesforce Contracts APIs
- Facilitate industry-specific use cases where APIs can fully orchestrate Salesforce Contracts application functions.
- Create and Update Contracts
- Create and update contracts directly from opportunities, orders, quotes, or any standard Salesforce object, and custom objects.
- Contract Document Generation
- Generate a document within a contract document version.
- Document Version Management
- Simplify the process of maintaining an accurate record of the changes made to a contract document during its lifecycle.
- Contract Type
- Manage various types of contracts with different lifecycles within an organization.
- Contract Lifecycle Management and State Model Integration
- Automate and streamline end-to-end contract lifecycles. Using Object State Definition, define the lifecycle for a specific contract type, which controls the actions and operations available for users at each state of a contract.
- Document Template Designer via DocGen
- Standardize the contract creation process with pre-approved document templates.
- E-Signature Integration
- Review and sign the documents electronically. Salesforce Contracts application integrates with DocuSign to enable e-signatures.
After enabling the ContractManagement license in your org, Salesforce Contracts functionalities are available. However, you must configure a few additional settings. For information on Salesforce Contracts configurations, see Post-Install Steps for Salesforce Contracts Winter '23 and later releases.
- Journey Map Example by User Type in Salesforce Contracts
Salesforce Contracts support multiple personas such as contract user, and contract administrator, to deliver role-specific experiences. - Salesforce Contracts Licenses
Salesforce Contracts enables businesses to create and maintain the entire lifecycle of contracts associated with opportunities, orders, quotes, and other Salesforce standard and custom objects. When you purchase an add-on license you get the corresponding platform license and permission set license. - Salesforce Contracts End To End Flow
Salesforce Contracts has extensive configurations that automates and streamlines every stage of the contracting process. - Learn About and Implement Salesforce Contracts
Salesforce Contracts is an advanced application for managing the entire contract lifecycle. It integrates with opportunities, orders, quotes, and both standard and custom Salesforce objects, ensuring robust contract lifecycle management and a healthy sales process. Before you begin, familiarize yourself with the key capabilities and features of Salesforce Contracts. - Salesforce Contracts Glossary
Browse through this collection of terms, key objects, and key concepts. This collection is designed to give Salesforce admins, sales reps, and developers a clear and consistent understanding of salesforce contract concepts and helps them navigate the Salesforce Contract landscape. - General Considerations for Salesforce Contracts
Here's a list of known limitations for Salesforce Contracts.
