What's in the Contracts for Salesforce Package?
The following is a summary of the components included in the Contracts for Salesforce managed package.
Buttons
- Select Primary Document
- Send for Negotiation
- View Redlines
- True-Up
- Select Clause Bundle
- Select Clauses
Custom Objects
- Alternate Clause
- Bundle Clause
- Clause
- Clause Bundle
- Clause Revision
- Clause Type
- Content Version Mapping
- Contract Agreement
- Contract Collaborators
- Document Type
- Legal Entity
- Managed Clause
- Managed Clause Revision
- Platform Job
- Platform Job Data
- Sub Clause
Public Custom Settings
- Conga API Settings
- Conga General Settings
- Conga Trigger Settings
Page Layout (Contract Object)
- Conga Redlining Layout
- Custom Tabs
- Contracts for Salesforce Setup
- Document Types
- Clause Bundles
- Clause Types
- Clauses
App
- Contracts for Salesforce
Permission Set
- Conga Redlining
Custom Fields (Contract Object)
- Primary Document Id
- Primary Document
- Root Contract
- Parent Contract Reports
Reports
- Contract Renewal Pipeline
- Contracts by Status
- Clause Revision Frequency
- Managed Clause Revisions
- Managed Clauses by Type
- Sales Contracts by Owner
- Contracts Expiring Next Year
- Sales Contracts Summarized
- In Process Inventory
Dashboard
- Negotiator Dashboard