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Contracts for Salesforce

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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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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Contracts for Salesforce

CLM (Contracts for Salesforce) for Users

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Creating a MSA Contract Request

If your Salesforce Administrator has set up the MSA for Sales Cloud Quickstart, you can create a MSA contract request using the following steps.

To Create a MSA Contract Request

  1. Navigate to an Account record in Salesforce
  2. Click the MSA Contract Request button
  3. Fill out the fields.
    The account is automatically selected. The Type, Status, and Agreement type are pre-filled but can be changed.
  4. Click Finish.
  5. Click on the dropdown arrow in the upper right menu and click Select Clause Bundle
  6. Select MSA Terms and Conditions
  7. Click Save
  8. Click the Conga Contracts for SalesforceMSASolution button
  9. Click Allow if prompted to allow access for Conga Composer
  10. After the merge completes, you are redirected to the Contract Agreement record and can view your merged document under Files.
    Note:

    You can also use these same steps to create a MSA contract request on an Opportunity record instead of an Account record.

User Guide
CLM (Contracts for Salesforce)

March 3, 2025