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Adobe Sign ServicesAiMeAdvantage 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 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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CLM for Salesforce

Claude Capability

Generating an Agreement Document Using Claude

This topic describes how to generate an agreement document from an existing agreement by using Claude.

  • An agreement record exists.

  • A document template is available.

  1. Open Claude chat.
  2. User can request document generation.
  3. Enter one of the following prompts in the Claude chat:

    • Generate the document

    • Generate the document for the current agreement

    • Generate the document for the Agreement ID (for example, a0Cg890000dpiJwEAA)

  4. Select the appropriate template, if available.
  5. Submit the request.
  6. Wait for the document generation process to complete.
  7. Review the generated document.
An agreement document is generated and associated with the selected agreement record. The document is available for review, signature and subsequent agreement lifecycle activities.
User Guide
Salesforce
CLM

October 6, 2026