A playbook is a repository of clauses, sections, and supporting documents which can be inserted in the agreement document during the agreement management process. The playbook allows you a greater degree of delegation and experience sharing by providing a repository of readily available clauses which can be used during the negotiation process.

Working with the clause library for agreement management process, generally assumes that these clauses actually contain text only, and do not have merge fields, conditional statements, etc. which need to be resolved at runtime. Only clauses that have an agreement type that matches the record type of the agreement are displayed in the search results.