Initiate a contract request

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Initiate a contract request from the Quote Management application.

    Antes de Iniciar

    Role required: sales_agent

    Por Que e Quando Desempenhar Esta Tarefa

    You can create a legal sales contract to finalize a deal and formalist the agreements with your customer.

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Select Quotes > All.
    3. Select the quote in the Completed state for which you want to create a contract.
    4. Select the More ActionsMore options icon. menu and select Initiate contract.
    5. On the form, fill in the fields.
      Field Description
      Type of paper Type of paper to be used in the contract. Select Own paper.
      Contract type Type of contract to be generated. Select Sales Contract. If you want to generate a different type of document, select Other types of contract.
      Signature type Type of signature to do to complete the contract.
      • Electronic signature: You sign the document through electronic medium.
      • Wet signature: You download the document and sign it manually.
      Start date Date that the contract begins.
      End date Date that the contract ends.
      Nota:
      The End date must be later than the Start date.
    6. Select Initiate.
      A contract management request is generated in the Contract documents tab. Select the record to view the document.