Agreement Fields
|
Field Label |
Description |
Data Type |
Required |
Default Value |
Reserved |
|---|---|---|---|---|---|
|
Agreement Name |
Unique identifier for the agreement record. This name appears in page layouts, related lists, lookup dialogs, search results, and key lists on tab home pages. By default, this field is added to the custom object page layout as a required field. |
Text (80) |
Yes |
Yes | |
|
Created By |
User who created the record |
Lookup (User) |
Yes: System assigned |
Yes | |
|
Last Modified By |
User who most recently changed the record |
Lookup (User) |
Yes: System assigned |
Yes | |
|
Owner |
Assigned owner of the agreement record |
Lookup (User) |
Yes: System assigned, changeable by user |
Login user |
Yes |
|
Record Type |
The agreement type for this record |
Record type |
Yes |
Agreement type from the selection screen |
Yes |
|
Account |
The link to the account record to identify the external party to this agreement. |
Lookup (Account) |
Yes |
Yes | |
|
Google Drive Enabled |
Users can select this check box to enable Google Drive for an agreement. | ||||
|
Activated By |
Auto-populated with the user who activates the agreement in the system. Read-only |
Lookup (User) | |||
|
Activated Date |
Auto-populated with the date on which the agreement was activated in the system. Read-only. |
Date | |||
|
Agreement Category |
Used to categorize agreement types. This can be agreement type specific (add appropriate values for each agreement type) and can also be used for template filtering. |
Picklist | |||
|
Agreement End Date |
The end date for this agreement. A required field on activation, if the agreement is not perpetual. |
12 months from billing activation |
yes |
Yes | |
|
Agreement Number |
The system assigned unique agreement number. Identifies the agreement number, including the version number. Use this field to display on screens, reports, dashboards, search filters and columns, etc. |
Auto Number |
Yes |
Yes: Not changeable by user. | |
|
Agreement Start Date |
The effective date of the agreement. A required field on activation. |
Date |
Yes |
Yes | |
|
Amendment Effective Date |
The date from which the amendment is effective. If set during agreement creation, this field is auto-populated in the amended agreement. |
Date | |||
|
Auto Renew |
Indicates whether the agreement will auto-renew |
Boolean (checkbox) | |||
|
Auto Renewal Terms |
Specifies any terms associated with auto renewal |
Long Text Area (32000) | |||
|
Business Hours |
Corporate Business Hours associated with the agreement; used for cycle time reporting. |
Lookup (Business hours) | |||
|
Company Signed By |
Link to contact record to identify internal signatory |
Lookup (Contact) |
Yes | ||
|
Company Signed Date |
Date when internal signatory signed |
Date |
Yes | ||
|
Company Signed Title |
Title of person signing on behalf of company |
Text (80) | |||
|
Contract Duration (Days) |
The duration from start date to end date in days. Shown when agreement is in effect. |
Formula (number) |
Yes | ||
|
Contracted Days |
Days from the contract start date to the current date if the contract is in effect and the start date and the start date is set. |
Formula (number) |
Yes | ||
|
Description |
Detailed description of this agreement |
Long Text Area(32000) |
Yes | ||
|
Executed Copy Mailed Out Date |
Date the final, executed copy was mailed to the external party |
Date | |||
|
Executed Date |
This is a date field that is auto-populated when a document is eSigned (Adobe Sign or DocuSign) by all the recipients. A user can manually enter the date when the document has wet signatures and when the signed document is uploaded manually. |
Date | |||
|
Initiation Type |
To indicate whether this record is being filed as an executed agreement or is being negotiated in the system |
Picklist (Negotiate Contract, Store Executed Contract) |
Yes |
Yes: Not changeable by user. | |
|
Internal Renewal Notification Days |
Notification period prior to Renewal Notice Date when notification is sent out internally that renewal is approaching. Email alert needs to be setup, if needed. |
Number |
Yes | ||
|
Internal Renewal Start Date |
Auto populated with Date by which internal notice of internal renewal is approaching. Issue Renewal Notice Date less internal renewal notification days. |
Date |
Yes: System assigned, changeable by user | ||
|
Non Standard Legal Language? |
To indicate whether this agreement contains non-standard language |
Boolean (checkbox) | |||
|
Other Party Returned Date |
The date on which other party returned signed agreement |
Date | |||
|
Other Party Sent Date |
Auto-populated with the date on which agreement was first sent to other party for review/signatures |
Date | |||
|
Other Party Signed By |
Link to contact record to identify external signatory |
Lookup (Contact) | |||
|
Other Party Signed By (Unlisted) |
External signatory identifier (when signatory is not maintained as contact (record) in the system). |
Text area | |||
|
Other Party Signed Date |
Date when external signatory signed |
Date | |||
|
Other Party Signed Title |
Title of person signing on behalf of other party |
Text | |||
|
Outstanding Days |
Shows the number of days since the agreement date if it hasn't been returned yet. Otherwise, shows the number of days between the return date and the sent date. |
Formula (number) | |||
|
Owner Expiration Notice |
To indicate the number of days prior to expiration date that a notification must be sent to the owner |
Picklist (60, 45, 15, 1) |
90 Days | ||
|
Parent Agreement |
Reference to parent agreement if current agreement was created as child or assigned manually. |
Lookup (Agreement) | |||
|
Perpetual |
Identifies whether the agreement has a specified end date or if it is open-ended |
Boolean (checkbox) | |||
|
Primary Contact |
Primary external contact for the agreement. |
Lookup (Contact) | |||
|
Related Opportunity |
Identifies the opportunity related to the agreement |
Lookup (Opportunity) | |||
|
Remaining Contracted Days |
If the agreement is in effect, this value is calculated as contract duration days less contracted days. |
Formula (number) | |||
|
Renewal Consent |
Indicates whether consent is required to extend or renew this agreement |
Boolean (checkbox) | |||
|
Renewal Notice Date |
Issue renewal notice date = end date – renewal notice days |
Formula (Date) | |||
|
Renewal Notice Days |
The number of days before end date when the renewal notice is due |
Number | |||
|
Renewal Term (Months) |
The number of months to extend the agreement |
Number | |||
|
Renewal Terms |
Specifies any terms for renewal |
Text area | |||
|
Request Date |
The date the agreement was requested |
Date | |||
|
Requestor |
Agreement requestor (user). |
Lookup (User) | |||
|
Risk Rating |
This field allows users to assess agreement risk. |
Number (5, 2) | |||
|
Source |
Source of this contract: internal paper or third-party contract |
Picklist |
Yes: Not changeable by user. | ||
|
Special Terms |
Identifies any special terms related to the contract |
Text area | |||
|
Status |
The substage of an agreement: the status underneath a given status category. These are generally customer-modifiable, except for the following values, which are reserved for Conga CLM agreement lifecycle management:
|
Picklist | |||
|
Status Category |
The current state of the agreement: In Authoring, In Effect, Expired, and so on. These are Conga CLM reserved values |
Picklist (Request, In Authoring, In Signatures, In Filing, In Effect, Expired, Terminated, Amended, Cancelled) |
Yes: System Assigned |
Yes: Not changeable by user. | |
|
Submit Request Mode |
Picklist | ||||
|
Subtype |
The subtype of the agreement for a given agreement type. Specify values based on your agreement types |
Picklist (Default) | |||
|
Term (Months) |
Identifies the term, in months, of an agreement from the agreement start date |
Number | |||
|
Termination Date |
Date contract terminated |
Date | |||
|
Termination Notice Days |
Notice period prior to termination |
Number | |||
|
Termination Notice Issue Date |
Date termination notice was sent / received |
Date | |||
|
Total Agreement Value |
Total value of agreement
Note: When you create an agreement from the Related tab > Agreements section in the Opportunities tab, the Total Agreement Value field is auto-populated with the Amount field from the opportunities record. |
Currency (16, 2) | |||
|
Version |
The version number of the agreement that is incremented each time an agreement is amended |
Number (3, 0) |
Yes: System Assigned |
Yes | |
|
Version Aware |
Indicates whether the agreement record is version-aware. If checked, versioning is enabled for all documents belonging to the agreement record. This field is checked by default for all new agreements when Document Versioning is enabled (Enable Version Control and Enable Document Versioning are set to true in Comply system properties). |
Boolean (checkbox) | |||
|
Activate |
Link to activate the agreement. Shown only in desired statuses. |
Action | |||
|
Amend |
Link to amend the agreement. Shown only for active agreements. |
Action | |||
|
Cancel Request | |||||
|
Expire |
Link to expire the agreement; Shown only for active agreements. |
Action | |||
|
Generate |
Link to generate an agreement document using one of the templates in the library, shown only in appropriate agreement statuses. Attaches the generated document under Notes & Attachment and creates three tasks. Writes activity history. Changes status from Request to In Signatures or Ready for signatures. |
Action | |||
|
Generate Supporting Document |
Link to generate supporting document using one of the templates in the library. Shown only in appropriate agreement statuses. |
Action | |||
|
Insert Offline Document |
Link to add an external/offline document to the agreement record. Shown only in appropriate agreement statuses. |
Action | |||
|
Preview |
Action | ||||
|
Regenerate |
Regenerate a new agreement document using one of the templates in the library. The new version will have no redlines from earlier versions. |
Action | |||
|
Renew |
Start renewal of an active agreement. |
Action | |||
|
Return To Requestor |
Return the agreement to requestor. |
Action | |||
|
Send For eSignature |
Send document to external party using EcoSign/Docusign integration. Status changes to In Signatures or Other Party Signatures |
Action | |||
|
Send For Review |
Send agreement for other-party review. Status changes to In Authoring or Other Party Review |
Action | |||
|
Send For Signatures |
Send document for signatures. Status changes to In Signatures or Other party Signatures |
Action | |||
|
Submit Request |
Action | ||||
|
Terminate |
Action |
