home

CLM for Advantage Platform

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
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

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CLM for Advantage Platform

Contract Requests

Creating a Contract Request

Based on user roles:

  • The administrator has assigned Read and Create permissions on the ContractRequest object.
  • The administrator has granted the DocumentMetadata object permission.
  • The administrator has enabled the feature flags for Multiple Requests and Third Party Paper.
  • The administrator has granted the Property-Based Access Control (PBAC) Create permission on the applicable Contract Group.
  • The administrator has granted the PBAC Update permission on the applicable Contract Group.
To initiate a contract request, follow the steps outlined in this task. Each step guides you through the necessary details and actions required to successfully create a contract request in the system.

In addition to the default fields available on the New Request window, an administrator can customize the contract request page layout using Wizards Layouts in CX Studio. This allows them to add or remove standard and custom fields. For more information, see Wizard Layouts.

When creating a contract request, the system determines whether to display the Account field or the Supplier field based on the intent type of the selected Contract Request Type record:
Intent TypeField Displayed
Sell SideAccount
Buy SideSupplier

For example, if you select MSA as the Contract Request Type and its intent type is sell-side, the Account field is displayed. If you select Purchase Agreement with an intent type of buy-side, the Supplier field is displayed instead.

When creating multiple contract requests, the system enforces consistent intent type selection across all selected record types.

After you select a Contract Request Type, the Additional Contract Request Types field displays only record types that share the same intent type as the selected Contract Request Type. This ensures that all record types within a single multiple contract request are compatible.

For example:

  • If the selected Contract Request Type is MSA (Intent type: Sell Side), the Additional Contract Request Types field displays only other sell-side record types (for example, NDA). The Account field is visible for all request types.
  • If the selected Contract Request Type is Purchase Agreement (Intent type: Buy Side), the Additional Contract Request Types field displays only other buy-side record types. The Supplier field is visible for all request types.
    Note: You cannot select both sell-side and buy-side record types within a single multiple contract request. This restriction prevents field mismatches between the Account and Supplier fields across the selected record types.
  1. Click the App Launcher icon () and select Contract Apps.
  2. Choose Manage Requests () on the left pane and go to the My Requests tab.
  3. Click New Request and select Contract from the drop-down menu.
    The raises the New Request window.
  4. Enter the following details.

    Field

    Action Required

    Contract Request Purpose

    		(Required) Select New Contract from the drop-down.

    Contract Request Type

    (Required) Select the contract request type from the drop-down menu.

    If the selected contract request type has a sell-side intent type (for example, MSA, NDA, SOW), Account field is displayed. If the selected contract request type has a buy-side intent type (for example, Purchase Agreement), Supplier field is displayed. .

    Account

    (Required) Search and select the account name. Links the contract request to the account record to identify the external party.

    This field is displayed when the selected contract request type has a sell-side intent type.

    Supplier

    (Required) Search and select the supplier's name. Links the contract request to the supplier record to identify the associated supplier.

    This field is displayed when the selected contract request type has a buy-side intent type.

    Is Multiple Request(Optional) Toggle this button to add multiple contract request types. When enabled, the Additional Contract Request Types field is displayed.
    Additional Contract Request Types(Required) This is displayed when the Is Multiple Request is turned on.
    Select one or more contract request types from the multi-select drop-down. The primary request type is excluded from this list so that parent and child types are always different.
    Note: This field only displays contract request types that share the same intent type (Sell Side or Buy Side) as the selected primary Contract Request Type. For example, if the primary Contract Request Type has a sell-side intent, only other sell-side record types are available for selection. This ensures consistent field behavior (Account or Supplier) across all request types in a multiple contract request.
    Source (Required) Select Own Paper or Third Party Paper. If Third Party Paper is selected, at least one contract document must be uploaded per request type before the request can be submitted.
    Contract Group(Optional) Select the contract group from the drop-down.

    The Contract Group field is included in the OOTB create popup layout by default. Administrators can use CX Studio to remove the field from the create popup layout. When you select a Contract Group value:

    • The selected value is applied to all requests in the bundle.
    • The Contract Group field is disabled at the individual request level within the bundle.
    • To change the Contract Group after creation, navigate to the Request Form > Basic page of the bundle.
    • If no value is selected, the Contract Group is set to NULL.
    Note:

    If the administrator has configured a custom create popup layout using Wizard Layouts in CX Studio:

    • If the Contract Group field is retained in the custom layout, it behaves the same as the OOTB layout; the selected value synchronizes across all requests in the bundle.

    • If the administrator removes the Contract Group field from the custom layout, each request's Contract Group can be managed independently from its respective Basic page.

    Contract Request Name

    (Required) Enter the contract request name provided by the user; can contain up to 255 characters.

    Description

    (Optional) Enter a description for the contract request.

    Requester

    (Required) The individual responsible for initiating the contract request process. Search and select the requester's name.

  5. Click Next.
    This opens Contract Request details page displaying the Basic Information and other sections.

    If multiple requests are selected, then the Request Form and Upload Documents tabs for each contract request type are displayed.

  6. Click Next Page.
  7. The Request Form displays three parts for each contract request type.
    1. Basic: The fields ( Contract Request Purpose, Contract Request Type, Source, Contract Request Name) are pre-populated. Status is set to Draft. Fill in any remaining fields as needed.
    2. Parties: The fields (Owner Type, Owner, Requester, Account/Supplier) are pre-populated. If needed, fill in the other fields.
      Turn on the Notify Owner(s) to send an email notification if ownership changes.
    3. Terms: Specify the terms for the contract request.
      Note: Click Next Page or Previous Page to move between sections. Data entered in any section is retained when navigating between steps.
  8. Click Next. In the UPLOAD DOCUMENTS section, you can drag and drop multiple files or browse files and upload the files.

    An administrator can configure the document upload capability as a section within a step in the Contract Request Wizard using Wizard Layouts in CX Studio, instead of it being a separate step. This reduces the number of steps in the wizard by combining the document upload with other sections in the same step. The section supports its own wizard rules.

    Note:
    • Supported file formats are .doc, .docx, .pdf, .png, .rtf, and .txt.
    • You can upload files up to 10 MB.

    You can view, download, or open the uploaded documents from the Summary section and the Documents tab on the contract details page.

  9. Click Next to view the Summary section.
    A summary of the details entered in previous sections is displayed.
  10. Click the Edit icon ( ) to update any section or manage uploaded documents
  11. Verify the details and perform one of the following actions:

    • Submit: Submits the contract request for approval. Enter an optional comment and click Submit. An email notification is sent to the approver.

      Click the More icon () to select one of these options.

    • Close: Closes the window without saving changes.

    • Save as Draft: Saves the contract request in Draft status. The request can be resumed and resubmitted at any time.

    • Cancel Request: Cancels the contract request permanently. Enter a comment and click Cancel. An email notification is sent to the approver.
A new contract request is created and takes you to the Contracts list page in the My Requests tab. The newly created contract request record is displayed at the top.
From the Contract Requests list page, click the Contract Request Name link to view the contract request details. You can also download the uploaded documents and open them.

Clicking the Contract Name link directs you to the contract details page, where you can view or edit the contract details.-The uploaded documents are located in the Documents tab, where they can be downloaded and opened.

User Guide
Conga
CLM

June 15, 2026