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CLM for Advantage Platform

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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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CLM for Advantage Platform

Approvals

Use Case for Approvals

This use case explains how, as a customer using a Contract Management system, you may need to establish an approval process for the Contract object to ensure business compliance and streamline decision-making. This process will track changes to the Contract Line Items or Contract Clauses, and automatically initiate an approval request to the relevant stakeholders. The stakeholders can then review and either approve or reject these changes based on predefined business rules.

Contract Line Items

You want to establish an approval process for the Contract object to meet specific business needs. This process must trigger notifications to the relevant stakeholders, allowing the approver to easily accept or reject the request based on the business requirements. For example, when your customer changes the price or quantity of a line item listed in your contract document, you might require your manager to approve the change before the contract is finalized. Also, if there are additions or deletions of line items in your contract document, and you want the higher authority to approve or reject the changes, approvals can be used.

Contract Clause

You can initiate an approval request when any change is made to the clause of a contract document. This is required to ensure that all the changes your customer makes to the existing clauses are approved before finalizing a contract. It might be possible that your customer changes the contract's start date, and your CFO wants to approve the change before finalizing and signing the contract with your customer. For example, the contract document contains a six-month warranty clause, and your customer wants to extend the warranty period to one year. Once your customer changes the period in the warranty clause, you can set the Approval process for the change in the contract clause record. Approval for a contract clause is useful to track the addition of a new clause, modification of an existing clause, or deletion of an existing clause from your contract document

Prerequisite: Administrator has created an approval rule and approval flow for contract line items and contract clauses, created rules to trigger approval requests, and manage notifications to ensure the correct stakeholders are involved in the process.

You can proceed with configuring the following steps for the Contract Line Item and Contract Clause. This ensures that only the necessary contract changes trigger an approval request.
OrderContract Line ItemContract Clause
1Add line itemsAdd or modify clauses
2Preview and submit a contractPreview and submit a contract

Adding a Contract Line Item

A contract line item is a feature that enables you to include comprehensive details about a particular product or service in a contract. This feature covers crucial information such as the product name, price, quantity, and any other relevant details.
  1. Open a contract and click on the Line Items link in the LINKS panel.
  2. Click Add New Line Item.
  3. Enter values in the following fields.
    1. Enter Lineitem1 in the Line Item Name field.
    2. Enter 125 in the Quantity field.

      Repeat steps 3(a) and 3 (b) to add Lineitem2 and 300 in the Line Item Name and Quantity fields, respectively.

  4. Click Save.
    The Approval Indicator for these line items is Not Submitted. Once the line items have been added, you must preview and submit the contract for approval.
The new contract line items, including details such as the product name, price, and quantity, are now successfully added to the contract. The Approval Indicator status for these items displays as "Not Submitted" until they are reviewed and submitted for approval.
After the line items have been added, you can preview and submit the contract for approval.

Adding or Modifying Clauses

You can use X-Author for Contracts to add or modify clauses in a contract document.

  1. Log in to X-Author for Contracts using your credentials and open the contract document.
  2. Add or modify the contract clause in the existing contract document.
  3. Reconcile the document and check it into the contract.
The reconciled document with clauses is checked in.
After the contract document with the added or modified clauses is checked in, you can preview and submit the contract for approval.

Previewing and Submitting a Contract

When the criteria for a request are met, you can preview the approval process before submitting the request for approval. This preview is customized based on the request's approval criteria set by the administrator. These criteria might include parameters such as discount, total value, quality of service, duration, and others. As configured by the administrator, the approvals can be completed by one or more approvers across one or more approval steps.
  1. Click the contract name link on the My Contracts tab to open the Contract Details page.
  2. Click Preview & Submit. The line items are displayed for approval if they meet the criteria set in the approval rule.
  3. Click Submit, enter the submission note, and click Submit again.
    The Approval Indicator updates to Pending Approval, and the workflow stage transitions to In Approval and an email notification is sent to the users mentioned in the Approval Rules.
  4. Go to My Approvals page to see the users in Assigned status. Reply to the email or click Approval on the My Approvals page to approve or reject the request. Once approved, the user's status is updated to Approved, and the Approval Indicator updates to Approved.
The approval process is triggered for the contract requiring approval based on the defined conditions (for example, quantity > 100 for contract line items or if it includes any modified clauses in the contract document. The approval process ensures that the relevant stakeholders review and approve or reject any changes to contract line items or contract clauses.
User Guide
Conga
CLM

March 23, 2026