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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Contracts for Salesforce

Clause Library for CLM (Conga Contracts for Salesforce)

Creating Clauses for Contracts for Salesforce Documents

Clauses are the individual legal terms that comprise a Contract document generated by Conga Contracts for Salesforce. A Contract document contains multiple Clauses that are included in Clause Bundles and categorized by Clause Types. The components referenced in this article review the necessary prerequisites for preparing a Conga Contracts for Salesforce Word Template and Contract output document.

To create and structure Clauses that are referenced in a Conga Contracts for Salesforce output document:

  1. Click the Clauses object tab.
  2. Click New.
  3. Fill out the required fields for the new Clause record:
    • Clause Name: Use a naming convention that accurately describes the specific legal terms referenced within the Clause record.
      • Example of Clause Names: Colorado Governing Law, Confidential Information, and Internal Downtime.
    • Clause Type: Select a value for the Clause Type field. Clause Types allow you to group related clauses together. If you have not yet created Clauses Types yet, see Create Clause Types for more information.
      • Example of a Clause with a Clause Type: Colorado Governing Law (Clause) and Governing Law (Clause Type).
    • (Optional) Restrict To Alternate Clauses: Only check this box if you are creating an Alternate Clause. Alternate Clauses are related to a parent Clause (many to one relationship). You can switch the master Clause to one of the related Alternate Clauses within Conga Contracts for Salesforce Negotiate mode. After clause creation you can check to see if this option was enabled on the Related tab of the clause in the Clause Library.
      • For more information see, Creating and Adding Alternate Clauses and Alternate Clauses and Word Document Comments.

    • (Optional) Changes Require Approval: Only check this box if you want to enable clause level approval. If this checkbox is not selected, then there is no approval process active for your selected clause and you won't get the option for Approvals during redlining. After clause creation you can check to see if this option was enabled on the Related tab of the clause in the Clause Library.

    • (Optional) Sub Clauses: Similar to Alternate Clauses, Sub Clauses are child Clause records related to a master Clause. Sub Clauses are useful for providing additional information for a master clause in the Contract document while keeping them grouped together. For more information on Sub Clauses, see Create Sub Clauses.
    • Text: Add the full text of the Clause to this field.
    • Text (Rich): Add the full text of the Clause with formatting such as numbering, bullets, and italics to this field.
      • If the individual Clause's text requires numbering or hierarchical bullets, it is highly recommended to do so using the Text (Rich) field. You can then number and bullet the clause records within the Contracts document Word template. It is not recommended to number or bullet individual Clause's text within the Word document.
  4. Click Save.
Administrator Guide
CLM (Contracts for Salesforce)

February 18, 2026