Conga Product Documentation

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Creating a Contract

When you create a contract from a quote, note the following:
  • A contract can be created during any stage of the quote. Contract creation is not dependent on the quote stage or approval status.
  • If the business requires the Create Contract button to be hidden at any Quote stage, you can configure the button by applying a Visibility rule in the layout.
  • You can create multiple contracts. However you must select a contract type.
  • If the cart is finalized then agreement line items are created in the contract. If the cart is not finalized, then the Agreement is created but there are no agreement line items.
  • When the QuoteToContractThreshold setting is not configured under Quote Settings, the Quote-to-Agreement creation happens synchronously. However, when this setting is defined, the creation of Contract Lines from Quote Lines is handled asynchronously according to the specified QuoteToContractThreshold setting.
  • Pagination is supported on agreement line items in the Contract.
  • All standard and custom fields will automatically map from the Quote to the Contract object, provided the API Names and Data Types match exactly on both objects.
  1. Go to the Quotes page and click the required quote.
  2. On the quote details page, click Next > Create Contract.
  3. Select a contract type from the drop-down list and click Submit.
A new contract is created. In the confirmation message window, click on the contract name to open the contract in a new tab of Contract App. You can also access the associated contracts from the Related List, available on the quote details page.