Integrate with Contract Management Pro

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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 Configure Contract Management Pro.

    What to do next

    To learn more, see Set up Contracts Core and Initiate a contract request.