Configure templates for a contract and amendment request in Contract Management Pro

Create contract templates to easily generate Microsoft Word contract documents based on request types in Contract Management Pro.

The contract template in Contract Management Pro takes a Microsoft Word document that contains content controls as an input. The content marked by the content controls are parsed and used to create clauses and clause variations.

You can add content controls either manually or by using the Microsoft Word add-in for ServiceNow Contracts. Use only one method for a single contract template.

Note:

By using Microsoft Word add-in, you can add content controls on macOS as well as Windows systems. The manual method enables you to add content controls only on Windows systems.

For more information, see the following topics:

• Creating a contract template using Microsoft Word add-in for ServiceNow Contracts.

• Create contract template by manually adding content controls.

• Creating a contract template using Microsoft Word add-in for ServiceNow Contracts
  Create contract templates by using Microsoft Word add-in for ServiceNow Contracts to add content controls.

• Create contract template by manually adding content controls
  Create contract templates by adding content controls manually.
• Publish a contract template
  Publish a contract template to make it available for generating a standard contract document with predefined content when a contract user submits a request.
• Configure dynamic clauses for contract templates
  Enable dynamic customized content in contract templates through clauses that contain clause variations for preset conditions.

Parent Topic:Configuring Contract Management Pro