These fields are available on the Contract Details page,

Field Label

Description

Basic Information

Contract Name

Name of the contract that is provided by a user while creating a contract; can contain up to 255 characters.

Contract Number

Unique number assigned to the contract by the system

Account

Link to the account record to identify the external party to this contract

Contract Type

Contract type for this record

Contract Category

Used to categorize contract types. This can be contract type-specific (add appropriate values for each contract type) and can also be used for template filtering. 

Status Category

Higher-level state of the contract – In Authoring, In Effect, Expired, etc. These are Conga CLM reserved values

Status

Status of a contract. These are modifiable by the customer except for these values, Request, Submitted Request, Cancelled Request, In Amendment, Being Amended, etc. These are Conga CLM reserved values to manage contract life cycles.

Total Contract ValueTotal value of the contract
Parent ContractContract name of the parent contract if you create the current contract as a child or linked as a child.
Executed DateThis date field is auto-populated when a document is eSigned (Adobe Sign or DocuSign) by all recipients. A user can manually enter the date when the document has wet signatures and when the signed document is uploaded manually.
Primary ContactPrimary external contact for the contract
Approval Status

Approval status is updated depending on the approval request. The available statuses are:

  • Not Submitted
  • Notified
  • Submitted
  • Assigned
  • Approved
  • Rejected
  • Reassigned
  • Cancelled
  • On Hold
  • Pending Approval
  • Approval Required
OwnerAssigned owner of the contract record
Owner TypeOwner type of the contract record

Terms & Renewals

Contract Start Date

Effective date of a contract. A required field for contract activation

Contract End Date

End date for a contract. A required field for contract activation

Term Months

Duration of the contract

Contract Term Type

A contract term type is a categorization of specific contract conditions by nature and duration. Perpetual, Conterminous, Fixed Term, and Auto Renew contract term types are available on the Contract Details page and each contract term type has a different logic associated with it.

Key Dates

Retention Date

Date on which the contract is purged

Activated Date

Auto-populated with the date on which the contract is activated

Miscellaneous
Termination Date

Date on which the contract shall be terminated

Termination Notice Days

Number of days before which the contract owner is notified regarding the upcoming termination of the contract

Expiration Notice Days

Number of days before which the contract owner is regarding the upcoming expiration of the contract