You can create an agreement from the Opportunities, Accounts, Contacts, and Agreements tab. When drafting your agreement record, you fill out the mandatory data fields, such as Agreement Name and Account for your agreement record. The system automatically populates the system fields, such as Status Category and Status, which help identify which step of the agreement process is currently in the agreement lifecycle. For details on various status categories, statuses, and agreement actions, see Agreement Status Categories and Statuses and Agreement Actions. 

To complete the agreement, you must fill out data fields relevant to your agreement. For the complete list of agreement fields, see Agreements Fields.

You can also create an agreement using the Contract Wizard. The Contract Wizard enables you to choose from and execute runtime wizard instances based on pre-configured wizards to create well-formed agreements.

To create an agreement 

  1. Perform one of the following steps:
    • On the Home page click the down-arrow icon () next to the Agreement tab and select New Agreement.
    • Go to the Agreements tab and click the New button.
    • Go to the Agreements section of the Opportunities Detail, Contact Detail, or Account Detail page, and click New.
  2. In the "Select a record type" section, select a record type and click Next.

  3. In the New Agreement form, enter the required details. Entering details in the Additional Fields section is optional. If no fields are configured for the New Agreement Form, it is not displayed. 

    To enable Google Drive for an agreement within CLM, select the Google Drive Enabled check box. For more information, see Agreement Fields.

    To configure fields for the New Agreement form, refer to Configuring Intelligent Discovery Fields.

  4. Click Next.
  5. Review and edit the details on the New Agreement Edit Form and click Create.

A new agreement record is created. Click the Edit button to modify agreement information or to capture additional information. For more information, see Agreement Fields.

If the Action Panel is enabled by your administrator, you can access the buttons from the Agreement Lifecycle Actions panel. For more information, see Enabling and Customizing the Action Panel.