In addition to the ‘Overview’, ‘Content’ and ‘Proposal’ tabs described in this document, a ‘Contract’ tab can also be configured. Its purpose is to integrate a contract management module provided by SpringCM®.

This feature is only available if the user is using the proper SpringCM® license.

Within this interface, you can manage contracts from the SpringCM® plugin. Please refer to SpringCM® documentation to learn more about SpringCM® functionalities.

In order to activate the ‘Contract’ tab, you have to modify a specific custom setting. Navigate as follows:

• Click on Setup
• Click on Develop in “App Setup”
• Click on Custom Settings
• Click on Manage for the “PROS CPQ settings” set
• [From the Custom Settings]
  • If you want to activate the ‘Contract’ tab, specify for the ‘Quote Panel CONTRACT Tab Visibility’ setting the list of quote statuses for which the tab should be displayed. The list of statuses should be separated with commas.
  • Example: “Draft”,“In Review”, ... or “NONE” (default) or “ALL”.

In order to activate the sync from CPQ to SpringCM® and in order to send documents generated in CPQ to SpringCM® repository:

• Click on Setup
• Click on Develop in “App Setup”
• Click on Custom Settings
• Click on the “Environment” link for SpringCM® package
• Click on New button
• Add a field with the following information
  • Type = Text
  • Length = 50
  • Field Label = API Key
  • Field Name = SpringCM_API_Key
  • Other fields to remain unchanged
• Back to the Custom Settings, click on Manage for the “Environment” set for SpringCM® package
• Select your environment, and click on Edit on the corresponding line
• Fill in the API Key
  Tip: The API Key for your SpringCM environment can be retrieved on the SpringCM® support side.

The second step is about adding necessary SpringCM® URLs in the trusted sites of Salesforce:

• Click on Setup
• Click on Security Controls in “Administration Setup”
• Click on Remote Site Settings
• Click on New Remote Site button to add the following sites
  • SpringCM_SFDC_ORG
    • Remote site URL = https://{yourSFDCServer}.salesforce.com
    • {yourSFDCServer} value can be retrieved form the browser url when you are logged in your environment
  • SpringCM_SOAP_WS
    • Remote site URL = https://{yourSpringCMServer}.salesforce.com
    • {yourSpringCMServer} value can be retrieved form the SpringCM support or by taking example on other remote sites automatically created by SpringCM package.