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CLM for Salesforce

Contract Wizard

Use Case: Configuring a Contract Wizard for Non-Disclosure Agreements

This use case describes how you can configure a Contract Wizard that enables sales representatives to quickly create Non-Disclosure Agreement (NDA) records. The wizard guides users through a structured series of on-screen questions, eliminating the need for contract expertise to create well-formed agreement records.

Business Context

Sales representatives need a fast, low-friction method to initiate NDAs without relying on the legal or agreements team for routine record creation. Unguided access to the full agreement form introduces errors, incomplete records, and inconsistent field values that downstream processes depend on.

A configured Contract Wizard solves this by presenting users with only the fields relevant to their task, in a logical sequence, with rules that enforce valid field combinations and automatically determine the correct agreement record type.

Overview

You create the wizard in three stages:

  • Create Inputs: You define the individual fields users will respond to during wizard runtime.
  • Create Steps: You group inputs into logical pages, and configure Input Rules to determine the focus object and record type.
  • Create the Wizard Design: You assemble steps into an ordered flow, activate the design, and make it available to users.

Once activated, the wizard is accessible from the Wizards tab in the Apttus Configurable Wizard. Sales representatives select and run the wizard to create an NDA agreement record with all required fields populated.

Actors
  • Primary actor: CLM Administrator
  • Secondary actor: Sales Representative (end user of the deployed wizard)

Scenario

ACME's sales team needs to execute NDAs quickly at the start of customer engagements. The legal team receives too many requests for routine NDA creation and wants to offload this task to sales representatives. You can configure a Contract Wizard so that sales reps can create NDA agreement records independently, with the correct record type, required field values, and agreement rules applied automatically on submission.

Prerequisite

Before you begin, ensure the following prerequisites are met:

  • The Apttus Configurable Wizard is installed and accessible in the Salesforce org.
  • You have access to the Wizard Component Library and Wizard Designs tabs.
  • You have configured the NDA record type (for example, NDA-ACME) on the Agreement object.
  • The following Agreement object fields are available and configured: Agreement Name, Agreement Category, Account, Language, Status Category, Agreement Start Date, and Primary Contact.
  • You have defined Submit Request agreement rules are defined for the NDA record type.

Creating Inputs

All agreements must have the following fields completed: Agreement Name, Agreement Category, Account Name, Language, Status Category, Start Date, and Primary Contact.

Input controls define the questions and field mappings that appear to users during wizard runtime. Navigate to the Wizard Component Library tab to create each input.

  1. Go to the Apttus Configurable Wizard.
  2. Navigate to the Wizard Component Library tab.
  3. Click New Input Control. Fill in the following fields and click Save.

    Field

    Value

    Control Name

    		Account Name

    Question/Instruction

    		Please select an Account

    Field Class

    		Object Field

    Object Name

    		Agreement

    Field Name

    		Account
  4. Click New Input Control. Fill in the following fields and click Save.

    Field

    Value

    Control Name

    		Start Date

    Question/Instruction

    		Please select an Account

    Field Class

    		Object Field

    Object Name

    		Agreement

    Field Name

    		Agreement Start Date

You have created all the inputs required to create the steps.

Repeat this process to create input controls for the remaining required fields: Agreement Name, Agreement Category, Language, Status Category, and Primary Contact.

Creating Steps

Inputs are placed in steps. Steps can also contain rules that determine the flow and logic of the wizard. Steps group input controls into pages of the wizard. Input Rules on steps determine the Agreement focus object and record type when the wizard is submitted.

  1. From the Wizard Component Library, click New Step.
  2. Enter Agreement Step 1 as the Step Name.
  3. From the Inputs Library, drag and drop the following inputs into the Inputs pane: Agreement Name, Account Name, Agreement Category.
  4. Click the Input Rules tab at the top of the page.
  5. Next to Agreement Name, click the +.
  6. Select Determine Focus Object as the picklist value under Rule.
  7. In the following picklist, select Agreement.
  8. Click Save.
  9. Click the + next to Agreement Name.
  10. Select Determine Record Type as the picklist value under Rule.
  11. Select Agreement in the following picklist.
  12. Select NDA-ACME in the following picklist and click Save.
    For Agreement Step 1, you should now see two Agreement Name input rules (1.1 and 1.2).
  13. Click Save.
  14. Repeat steps 1 – 3 to create Agreement Step 2. Use the following Inputs: Start Date, Status Category, Language, and Primary Contact.
  15. Click Save.
You have successfully created the two steps for the Wizard.

Creating a Contract Wizard

With the Steps created, the Wizard can now be designed. The Wizard determines the specific process, the end-user goes through, based on Steps and Inputs.

  1. Go to the Wizard Designs tab.
  2. Click New Wizard Design.
  3. Enter Agreement-NWD as the Design Name.
  4. From the Steps Library, drag and drop Agreement Step 1 and Agreement Step 2 into the Steps in the Wizard pane.
  5. Click Activate twice.
  6. Click Cancel to exit Wizard Designs.

The Contract Wizard is configured and activated. Sales representatives can navigate to the Wizards tab in the Apttus Configurable Wizard, select the NDA wizard, and complete the guided questionnaire to create a well-formed agreement record of the correct record type. Required fields are populated through user responses, and the agreement is submitted following the Submit Request agreement rules defined for the NDA record type.

On submission, the following actions occur automatically:

  • An agreement record of the configured record type is created.
  • A note is added to the Notes & Attachments related list with details about the wizard that created the record.
  • If Contract Document Versioning is enabled, the generated document is attached to the Document Versions related list.
  • Activity History records the wizard-initiated creation and any configured email template agreement rules are executed.
Administrator Guide
Use Case
Salesforce
CLM

August 12, 2026