Prerequisite

Based on user roles, the administrator has assigned Read and Create permissions on the ContractRequest object. For more information, see Managing Roles and Permissions.

To create a contract request

  1. Click the App Launcher icon () and select Contract Apps.
  2. Go to the My Requests tab and click Create New Request.

  3. Enter values in the details.

    Fields marked with * are required.

    Field

    Action Required

    Contract Request Name *

    Enter the contract request name.

    Contract Type *

    Select the contract type from the drop-down list for this record. The available options are:

    • NDA
    • MSA

    The default contract type is NDA.

    Requester

    Search and select the requester's name.

    Description

    Enter the description.

  4. Click Next to display the Contract Request page.

  5. Enter the following details in the Basic Information section.

    • Contract Name, Contract Number, and Contract Type fields are auto-populated.
    • By default, the contract name is populated with the contract request name. To edit the contract name, see Editing a Contract Request.

    Field

    Action Required

    Contract Number

    Unique non-editable number assigned to the contract request by the system.

    To edit this field before you submit the contract request form, an administrator must turn the "Editable Contract Number for Contract Request Form" setting on. For more information, see General Settings. 

    Account *Search and select the account name.
    Contract CategorySelect a contract category from the drop-down list.
    Total Contract ValueEnter the total contract value.
    Parent ContractEnter the parent contract if you create the current contract request as a child or linked as a child.
    Executed DateSpecify the executed date.
    Owner TypeSelect User or User Group from the drop-down list. 
    Owner

    Assigned owner of the contract request record.

    An email notification about the contract ownership is sent to the members specified in the User or User Group. For more information, see the "To add group members" section in Creating User Groups.


    Notify owner(s)

    Toggle this button on to ensure an email notification is sent to user group members whenever there is a change in contract request ownership.

    Primary ContactEnter the primary contact for the contract request.

    The values in the Status and Status Category fields are automatically updated as In Progress or Request based on whether the contract request is in progress or submitted. 

  6. Click Next and enter the following details in the Terms & Renewals section.

    Field

    Action Required

    Contract Start Date

    		Select the contract start date. 

    Time

    		Specify the contract start time.

    Contract End Date

    		Specify the contract end date.

    Time

    		Specify the contract end time.

    Term Months

    		Enter the contract term in months.

    Contract Term Type

    		Enter the contract term type.

    Renewal Term

    		Enter the renewal term.

  7. Click Next and enter the following details in the Key Dates section.

    Field

    Action Required

    Retention Date

    		Specify the contract retention date.

    Time

    		Specify the retention time.

    Activated Date

    		Specify the contract activated date.

    Time

    		Specify the activated time.

  8. Click Next and enter the following details in the Miscellaneous section.

    Field

    Description

    Termination Date

    		Specify the contract termination date.

    Time

    		Specify the termination time.

    Termination Notice Days

    		Enter the contract termination notice in days.

  9. Click Next and upload the files in the Upload Documents section. You can drag and drop multiple files.

    • Supported file formats are .doc, .docx, .pdf, .png, .rtf, and .txt.
    • A maximum of ten files can be uploaded at a time.

    When you click the Close button, the Unsaved Changes window appears. Select one of the following options.

    • Close & Save: The details entered are saved and redirect you to the Contract Request list view.
    • Close & Discard Changes: The details entered are not saved and you are redirected to the Contract Request list view. 
  10. Click Next to view the Summary section. You can view a summary of all the details entered in previous sections.
  11. Click the Edit icon ( ) next to the section name to edit the details of that section.

  12. Ensure the details entered are correct and click Submit. This creates a new contract request and takes you to the Contract Requests list page within the My Requests tab. The newly created record is displayed at the top, and you can sort the list by clicking on the column name. The values of the Status and Status Category fields on the Contract Details page are both updated to "Request". An email notification is sent to the address specified in the user group, informing them about the transfer of ownership. The contract document is also accessible through the contract's document link.

    • Email notifications are not sent when the contract request is in Draft status.
    • The contract request's status is updated to Submitted on the contract request list page.
    • You can create multiple contract requests with an In Progress status.
    • You can open an "In Progress" contract request and edit its details.