A contract template is a common set of sections, clauses, text, and placeholders for terms and conditions. Contract templates are stored within the Template object and are used to create contracts. This section describes the Conga CLM (Contracts for Salesforce) users through the setup of the entire contract template lifecycle within the scope of X-Author for Contracts. It covers information, step-by-step instructions, and use cases for the features provided by X-Author for Contracts. You can use X-Author for Contracts to create or maintain contract templates and manage them within the Conga CLM (Contracts for Salesforce) system through the Templates.
For more information about Conga CLM (Contracts for Salesforce), see Conga CLM (Contracts for Salesforce) User Guide.
The following sections describe the features you can use in X-Author for Contracts when working with contract templates.