You can create an agreement from 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 fields, which help in identifying which step of the agreement process is currently in the agreement lifecycle. For details on various Status categories, Statuses, and Agreement Actions, see Apttus Status Categories and Statuses and Agreement Actions. To complete the agreement, you must fill out various 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.
You must not use special characters (< , > , \\ , /) in the agreement name to avoid errors.
To create an agreement
- On the Home page click
Navigate to the Agreements tab and click the New button.
On the Opportunities Detail page, Contact Detail page, or the Account Detail page, navigate to Agreements section and click New. next to the Agreement tab and select New Agreement.
- In the Select a record type section, select a record type and click Next.
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, the New Agreement Form is not displayed.
For information on how to configure fields for the New Agreement Form, refer to Configuring Intelligent Discovery Fields.
- Click Next.
- Review and edit the details on the New Agreement Edit Form and click Create.
A new agreement record is created.
If the Action Panel is enabled by your administrator, you can access action buttons from the Agreement Lifecycle Actions panel. For more information, see Enabling and Customizing the Action Panel.