A contract request typically marks the beginning of the entire contract lifecycle process. It outlines the details for the contract, including the type of contract to create and the parties involved. The contract request includes all the activities necessary to initiate a new contract intake.

You can initiate contract requests directly from an opportunity or an account in Dynamics 365 and view all related contract requests within the same record.

This streamline the contract initiation process, reduce manual data entry, and maintain consistency across systems. It is especially useful for sales, legal, or operations users who manage contracts tied closely to opportunities and customer accounts, to begin the contract lifecycle without navigating away from the Account record in Dynamics 365.