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CLM for Advantage Platform

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Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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CLM for Advantage Platform

Contract Requests Management

Converting an Approved Contract Request

  • The contract request is in Approved status.
  • You are the contract manager assigned to the contract request in Contract Request Settings. The Convert to Contract button is only available to the assigned contract manager.
  • The administrator has turned on the Convert to Contract toggle in Contract Request Settings > Enable Duplicate Checkto run duplicate checks during converting an approved contract request.

Once a contract request is approved, contract managers can convert it into a contract record. In the case of multiple (bundled) requests, a parent–child relationship is established between the resulting contracts. You can view the related contracts in the Related Contracts tab in the LINKS section of the contract request.

When a related contract request is approved and converted, the relationship is visible in the Relationships tab of the parent contract or vice versa.

  1. Open an approved contract request.
  2. Click Convert to Contract.
  3. If the administrator has enabled duplicate checking and matching records are detected upon submission, the Potential Duplicate records found window appears listing existing contracts or contract requests that match your request details.
    Note:

    • Only active or in-flight contracts (Request, In Authoring, In Review, In Signatures, In Effect, and so on) are displayed.

    • Contracts in Expired or Terminated status are excluded and does not appear in the duplicate list.

    • Click Proceed submission to bypass the warning and continue submitting the contract request.

    • Click Cancel request to cancel the submission and return to the request form. The status of the contract request is updated to Canceled.

    • Click the Close to close the window.

  4. Click Confirm.
The contract request is converted. You are redirected to the Contract Details page. Contract ownership is transferred to the contract manager who performed the conversion. The third-party document uploaded as contract document becomes the primary contract document.

The initial contract status depends on the source type selected for the request:

  • Own Paper: Contract status is set to In Authoring / Author Contract.

  • Third Party Paper with a contract document uploaded: Contract status is set to In Authoring / Author Contract.

  • Third Party Paper without a contract document: Contract status remains in Request status until a document is attached.

October 21, 2026