CLM (Contracts for Salesforce)
This section lists terms and their definitions for the CLM (Contracts for Salesforce) application.
Managed Package
A Managed Package for CLM (Contracts for Salesforce) is an installation package available for Salesforce that includes buttons, custom objects, and public custom settings, page layouts, the CLM (Contracts for Salesforce) application, permission sets, custom fields, reports, and the negotiator dashboard.
Automatic Configurator
The Automatic Configurator lets you set up Contracts for Salesforce tools (Redlining, Send for Review, True Up) on standard salesforce objects, custom objects, or any combination thereof.
Send for Negotiation
The process of reviewing a contract and negotiating changes through email.
Redlining
Changes from the latest version are underlined in red when viewing a document.
True-Up
Synchronizes changes made in a document back to Salesforce.
Document Generation
You can generate contracts, addendums, and any other supporting documents for CLM (Contracts for Salesforce) using Composer or X-Author for Contracts.
