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 selection screen	Yes
Account	The link to the account record to identify the external party to this agreement.	Lookup(Account)	Yes		Yes
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	Check box
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 Contract Start Date to Current Date if the contract is In Effect and 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 out 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	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 bahalf of Other Party	Text
Outstanding Days	Shows the number of days between date agreement was today, if not returned as yet. Else number of days between returned and sent.	Formula(number)
Owner Expiration Notice	To indicate the number of days prior to expiration date that a notification needs to 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	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 / renew this agreement	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 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 track agreement risk rating	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 contract	Text Area
Status	The substage of an agreement – the status underneath a given status category. These are generally modifiable by the customer except for the following values which are Conga CLM reserved to manage agreement life cycles: Request, Submitted Request, Cancelled Request, In Amendment, Being Amended, Superseded, Activated, Expired, Internal Signatures, Author Contract, Expired, Terminated, Ready for Signatures, Fully Signed, Signature Declined	Picklist
Status Category	The higher-level state of the agreement – In Authoring, In Effect, Expired, etc. 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. Please 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	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 (Comply System Properties Enable Version Control and Enable Document Versioning).	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 agreement document using one of the templates in library. Shown only is appropriate agreement statuses. Attaches generated doc under Notes & Attachment and creates 3 tasks. Write activity history. Changes status from "Request" to "In Signatures/Ready for signatures"	Action
Generate Supporting Document	Link to generate supporting document using one of the templates in library. Shown only is approriate agreement statuses.	Action
Insert Offline Document	Link to add an external/offline document to the agreement record. Shown only is appropriate agreement statuses.	Action
Preview		Action
Regenerate	Regenerate a new agreement doc using one of the templte in the library. The new version will not have redlines (if any) from the 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/Other party Signatures"	Action
Send For Review	Send agreement for other party review. Status changes to "In Authoring/Other Party Review"	Action
Send For Signatures	Send document for Signatures. Status changes to "In Signatures/Other party Signatures"	Action
Submit Request		Action
Terminate		Action