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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)Conga CopilotCPQ 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 NotesGeneral

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CLM for Advantage Platform

Working with Workflow Activities

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Automating Contracts

This topic outlines the steps to streamline the contract management process by automating NDA and MSA contracts using an out-of-the-box workflow.

To enhance efficiency and ensure compliance, you can generate, signing, and activation of Non-Disclosure Agreements (NDAs) and Master Service Agreements (MSAs). By leveraging an out-of-the-box workflow, these operations can be simplified, reducing manual effort and minimizing errors.

Use Case 1: Automating NDA Contracts

  • The administrator has granted to user Create, Read, and Update permissions.
  • For NDA, the administrator has published DefaultNDASelfServiceContractWorkflow and GenerateNDAOOBStage1, InSignatureOOBStage2, and InEffectOOBStage3.
Let us consider that you want to streamline the contract management process by automating the creation, signing, activation of NDAs. This use case outlines the steps to use an out-of-the-box workflow that simplifies these operations, ensuring efficiency and compliance. Before you begin, ensure that the necessary workflows are published and permissions are set as described in the prerequisites.
To generate and activate an NDA contract
  1. Create an NDA contract record and fill in the mandatory details. For more information on creating a contract record, refer to Creating a Contract.
    Note: The primary contact is mandatory, and if it is not added, the workflow fails during the document generation stage.
  2. The system triggers the Document Generation activity using the appropriate query filter if the workflow criteria are met. The system automatically generates the NDA document. The document is populated with all smart fields or clause values from a pre-defined template and the generated document is attached to the contract record. The workflow transitions to the Generate NDA stage.
    The workflow transitions to the In Signatures stage.
  3. You can now send the documents for signatures.
    1. Click the Send for Signature button to send an email notification to the primary contact informing them that the NDA document has been generated and is ready for signatures. The primary contact chooses manual signature or electronic signature and sends the contract document for signatures.
    2. Click Send for Signature button.
    3. Select WET SIGNATURE and click Next.
    4. Fill in the details in the Send For Signature page and click Send.

      After the document is signed, upload the signed document.

    5. On the Contract Details page, click Upload Signed Document and upload the signed documents.

      For more information on sending for signatures and uploading a document, refer to Finalizing a Contract.

  4. After the document is signed, upload the signed document and activate it. For more information, see Activating a Contract.
    The workflow transitions to the In Effect stage.
The NDA contract is automatically generated, signed, and activated. The workflow ensures that all necessary smart fields and clauses are populated, and the document is attached to the contract record. The primary contact is notified at each stage, and the contract moves through document generation, signature, and activation, and finally, the contract is in effect.

Use Case 2: Automating MSA Contracts

  • The administrator has granted Create, Read, and Update permissions to user.
  • The administrator has published DefaultMSASelfServiceContractWorkflow and stages GenerateMSAOOBStage1, NegotiateMSAOOBStage2, InSignaturesMSAOOBStage3, and InEffectMSAOOBStage4.
This scenario demonstrates how to automate the Master Service Agreement (MSA) contract process, including its creation, negotiating, signing, and activation. By leveraging a predefined workflow, you can enhance the efficiency of contract management and maintain compliance. Ensure that the required workflows are in place and user permissions have been configured as specified in the prerequisites before proceeding.
To generate and activate a MSA contract
  1. Create a MSA contract record and fill in the mandatory details.
    Note: The primary contact is mandatory, and if it is not added, the workflow fails during the document generation stage.
  2. The system triggers the Document Generation activity to generate the MSA document using the appropriate query filter if the workflow criteria are met. The document is populated with all smart field or clause values from a pre-defined template and the generated document is attached to the contract record. The workflow transitions to the Generate stage.
  3. After the document is generated, the workflow automatically moves to the Negotiate stage. The system sends an email notification to the primary contact informing them that the MSA document is ready for review.

    Perform the following steps to send the document for negotiation.

    1. Click the Send for Review button to send the document for simple review or Microsoft 365 Review.
    2. Fill in the details in the Send For Review page and click Send.
    3. Click the Review Cycle icon () in the right panel. Finish the contract document review.
    4. Click Finish Review.

      For more information on negotiating a contract, refer to Negotiating a Contract.

      The workflow automatically transitions to the In Signatures stage.
  4. After negotiations, send the documents for signatures.
    1. Click the Send for Signature button to send an email notification to the primary contact informing them that the MSA document is ready for signatures. The primary contact chooses manual signature or electronic signature and sends the contract document for signatures.
    2. Select WET SIGNATURE and click Next.
    3. Fill in the details in the Send For Signature page and click Send.

      After the document is signed, upload the signed document.

    4. On the Contract Details page, click Upload Signed Document and upload the signed documents.

      For more information on sending for signatures and uploading a document, refer to Finalizing a Contract.

  5. After the document is signed, upload the signed document and activate it. For more information, see Activating a Contract.
    The workflow transitions to the In Effect stage.
The MSA contract is automatically generated, negotiated, signed, and activated. The workflow ensures that all necessary smart fields and clauses are populated, and the document is attached to the contract record. The primary contact is notified at each stage, and the contract moves through document generation, negotiation, signature, and activation, and finally, the contract is in effect.
Conga

August 11, 2025