---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Initiate a contract request

# Initiate a contract request {#ariaid-title1}

* Release version: Xanadu
* 
* Updated December 22, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Initiate a contract request from the Quote Management application.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Select QuotesAll .
3. Select the quote in the Completed state for which you want to create a contract.
4. Select the More Actions![]() menu and select Initiate contract.
5. On the form, fill in the fields.  
   {#quote-management-create-contract__entry__2}

   | 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. {#quote-management-create-contract__ul_awp_41c_zbc} |
   | Start date | Date that the contract begins. |
   | End date | Date that the contract ends. Note: The End date must be later than the Start date. |
   [Table 1.]

6. Select Initiate.  
   A contract management request is generated in the Contract documents tab. Select the record to view the document.

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