The following is a summary of the components included in the Contracts for Salesforce managed package.

Buttons

  • Select Primary Document
  • Send for Negotiation
  • View Redlines
  • True-Up
  • Select Clause Bundle
  • Select Clauses

Custom Objects

  • Alternate Clause
  • Bundle Clause
  • Clause
  • Clause Bundle
  • Clause Revision
  • Clause Type
  • Content Version Mapping
  • Contract Agreement
  • Contract Responsibility
  • Document Type
  • Legal Entity
  • Managed Clause
  • Managed Clause Revision
  • Platform Job
  • Platform Job Data
  • Sub Clause

Public Custom Settings

  • Conga API Settings
  • Conga General Settings
  • Conga Trigger Settings

Page Layout (Contract Object)

  • Conga Redlining Layout
  • Custom Tabs
    • Contracts for Salesforce Setup
    • Document Types
    • Clause Bundles
    • Clause Types
    • Clauses

App

  • Contracts for Salesforce

Permission Set

  • Conga Redlining

Custom Fields (Contract Object)

  • Primary Document Id
  • Primary Document
  • Root Contract
  • Parent Contract Reports

Reports

  • Contract Renewal Pipeline
  • Contracts by Status
  • Contracts Expiring Next Yr
  • In Process Inventory
  • Sales Contracts by Owner
  • Sales Contracts Summarized by Account

Dashboard

  • Negotiator Dashboard