Creating a Contract

When drafting your contract record, you must fill out the mandatory data fields, such as Contract Name, Account, and Contract Type for your contract record. The system automatically populates the system fields, such as Status and Status Category, that help identify the current stage of the agreement lifecycle.

You can use one of the following ways to create a contract:

Add basic contract information and generate a contract document later.
Use an existing contract template.
Import a contract document.

According to the option you select for creating a contract, the following status and status categories are set on the Contract Details page.

Option	Status	Status Category
Fill out a contract form	Request	Request
By Import Documents	Author Contract	In Authoring
By Store Executed Contract	Activated	In Filing
Intelligent Document Import	Import	In Review

Prerequisites

To create a contract from a template, you have a contract template in the system. For information on creating a template, see Creating New Templates in X-Author for Contracts.
To import an existing contract document, you have a contract document in the system.

Restriction

A contract name must not contain more than 255 characters (including spaces and special characters).

To create a contract

Launch Conga CLM and click Create New Contract.
The following popup appears.
You can create a new contract or import contract details from a third-party document.
1. To create a new contract:
  1. Select Fill out a contract form.
  2. Fill in the Contract Name, Contract Start Date, Account, Contract End Date, Contract Type, Term Months, Total Contract Value, and Primary Contact fields. The Contract Type and Account fields are mandatory.
    
    For more information about contract fields, see Contract Fields.
  3. Click Create.
    
    After creating a contract, you can generate a contract document. For more information, see Generating a Contract Document.
    You can raise a contract request if you are unable to create a contract from this page. For more information, see Creating a Contract Request.
2. Or, to import contract details from a third-party document:
  1. Select By Import Documents to import a third-party document.
  2. Enter the required details. The Contract Type and Account fields are mandatory.
    
    For more information about contract fields, see Contract Fields.
  3. Upload or drag and drop the contract document from your system.
    
    You can import documents in DOC, DOCX, PDF, PNG, RTF, and TXT formats.
  4. Click Import.
3. Or, to import an executed contract:
  1. Select By Store Executed Contract to import an executed contract.
  2. Enter the required details. The Contract Type and Account fields are mandatory.
    
    For more information about contract fields, see Contract Fields.
  3. Upload or drag and drop the contract document from your system.
    
    You can upload documents in DOC, DOCX, and PDF.
  4. Click Import.
4. To import a document using Conga Contract Intelligence, select Intelligent Document Import.

A contract record is created. The Contract Details page page is displayed with the basic information you just added. Click the edit icon () to modify existing information or to capture additional information. For more information, see Contract Fields. You can click the hyperlink in the Account field to go to the Account Details page.

The following table describes the Actions available for the contract when it has Request as status category and status:

Action	Description
Generate Document	Generates the first version of an agreement document and attaches a copy of the same to the agreement record. For more information, see Generating a Contract Document.
Import Offline Document	Imports a third-party contract document and attaches it to the contract record. For more information, see Importing Offline Documents.
Preview	Generates a draft version of a contract document based on the template set up for the contract type.
Generating Supporting Document	Generates a document from a template of type Supporting Document and attaches it to the contract record. It can be used to attach supporting documents such as contract summary, renewal letter, termination letter, etc. For more information, see Generating Supporting Documents.
Intelligent Document Import	Imports a third-party or offline document and runs it through Conga Contract Intelligence to extract data from it. For more information, see Importing Documents Using Intelligent Import.
Cancel	Cancels a contract. Can be used for contracts that are no longer required.
Submit Request	Submits a request for automatic or manual contract document generation as per contract rule configuration. For more information, see Submitting a Document Generation Request.

Visibility into the contract lifecycle stage

Once you create a contract, you can track its lifecycle through the transition bar displayed above the contract details. The workflow stages are arranged sequentially, depicting the progress of the contract stages from initiation to completion.

The current contract stage is displayed in blue, and the completed contract stages are displayed in green. Click the workflow stage icon to view the tooltip with a brief description of the stage. The tooltip disappears when you click the cross icon ( ). in the tooltip text box.

For more information about the mapping between contract statuses, status categories, and workflow stages, see Contract Status Categories and Statuses.