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CLM 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)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

Conga Product Documentation

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CLM for Salesforce

Managing Agreement Lifecycle Post-Activation

Cloning an Agreement

Cloning agreements are a simple and effective way to create look-alike agreements with similar fields in both new and cloned agreements; however, cloned agreements can have different information. The cloned contracts inherit fields from the original contracts.
Note: When you clone an agreement, the notes of the parent agreement are copied to the new agreement.
To clone an agreement
  1. Go to the Agreements tab and select an existing agreement record.
  2. Click the Clone button on top of the page and review the information it presents. Click Continue.
  3. Click Save.
The agreement record is cloned. The agreement is assigned a name as per the configurations in APTS_AgreementName_Default and APTS_AgreementName_Clone admin entries. The agreement record is cloned. The agreement is assigned a name as per the configurations in APTS_AgreementName_Default and APTS_AgreementName_Clone
User Guide
CLM

June 3, 2025