Integrate with Contract Management Pro

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • With the integration of Quote Management and Contract Management Pro, sales agents can initiate contract requests while finalizing a deal and formalizing agreements between you and your customers.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Plugins.
    2. Search for Contract Management for Sales and Order Management (Quote Management with Contract Management Pro) plugin (com.sn_som_clm).
      Note:
      To activate this plugin, there’s a dependency on the Contracts core plugin (com.sn_cm_core). Verify that it’s installed to use the contract creation workflow from a quote.
    3. Select Activate.
    4. Complete the initial configuration steps to set up this integration.
      For more information on setting up Contract Management Pro, see Configuring Contract Management Pro.