You can install Apttus Contract Management from the Apttus Customer Success Portal.

Prerequisite

Ensure that you have installed Apttus Base Library before installing Contract Management. 

The Apttus Base Library provides a shared library of reusable components that other Apttus packages may use. All CPQ and Contract Management customers must install this package in order to use Apttus CPQ and Contract Management products.

In addition, beginning in the Spring ’20 release, Apttus is adding a User Experience Analysis component that collects product usage data. No action is required on your part and there is no impact to any existing product features, system functionality, or configured workflows. No personally identifiable information (PII), nor any other proprietary, confidential, or sensitive data will be collected. If, during installation, you see an “Approve Third-Party Access” prompt, please click Continue. For more information, see Release Notes

Install the packages in the following order:

OrderPackageRequired?
1Apttus Base Library Yes
2

Apttus Contract Management 

Yes
3Apttus Content Integration Yes
Install the following packages if you use Adobe Sign:
4

Adobe Sign 

Yes, if you are using Adobe Sign.
5

Apttus Contract EchoSign Integration 

Yes, if you are using Adobe Sign.
Install the following packages if you use DocuSign:
4

Apttus DocuSign API 

Yes, if you are using DocuSign.
5

Apttus Contract DocuSign Integration 

Yes, if you are using DocuSign.

To install Contract Management

You must have Apttus provided login credentials.

  1. Go to https://apttusportal.force.com/community and use the credentials to log in to the portal.
  2. Click Install Center and go to the Contract Management tab and click Get It Now.
  3. Choose Production or Sandbox, and click Get It Now on the AppExchange site.
  4. Click Login to the AppExchange and use your Salesforce credentials to log in.
  5. Select the environment to install the package and follow instructions on the page.
  6. Select I have read and agree to the terms and conditions and click Confirm and Install!. You may be prompted to log in using your Salesforce credentials.
  7. Enter the password provided by Apttus and click Submit. Review the package items being installed. In case of an upgrade, the details of the currently installed version are also displayed.
  8. Click Continue and click Next.
  9. To approve package API access, click Next. These settings control the access components in this package have to standard objects through the API.
  10. Select a security level and click Next.

    If you do not know the security settings, leave it as Grant access to admins only. You can change the security settings later.

  11. To install all the components in the package, click Install.

Contract Management is successfully installed in your selected environment. Complete the post-installation settings.