Using Contract Management Pro

Use Contract Management Pro to initiate and manage contract requests for self served and non-self served contracts.

• Contract Workspace
  As a contract fulfiller, you can work with the actionable widgets on Contract Workspace to categorize, prioritize, and efficiently work on contract requests.
• Initiating a contract or amendment request
  As a case owner or fulfiller, initiate a contract or amendment request for the case you are working on.
• View and track contract request details
  As a contract user or contract administrator, view the details and track the activities of the contract request.
• Assign a contract request
  As a contract fulfiller or contract administrator, assign a contract request to yourself or to someone in your assignment group.
• Use self-served contract request
  Use Contract Management Pro to submit contract requests that will generate contract documents using a predefined contract template and template rules.
• Use non-self-served contract request
  Use Contract Management Pro to submit non self-served contract requests for review of contracts based on third-party templates.
• Contract amendments
  The contract amendment workflow enables you to initiate, manage, and track changes to existing contracts through amendment requests.
• Send email to stakeholders
  As a contract fulfiller, set up an email to stakeholders to request review of the contract document reviewed and confirm the changes.
• Add clauses during authoring or negotiation
  As a contract fulfiller or reviewer, while authoring or negotiating a contract revision, add clauses from the clause library listed in the Microsoft Word add-in for ServiceNow Contracts.
• Create a document revision
  As a contract fulfiller, create a document revision to upload an updated version of the contract that contains the latest changes in the contract request, corrections, or suggestions from a third party.
• Internal review overview
  Get your contract document reviewed by internal subject matter experts who have the expertise you need.
• Linking parent-child contracts
  The contract family hierarchy in the Related contract requests tab shows all related contract requests and lets you link, inherit from, and unlink parent contract requests.
• Initiate an ad hoc approval for a contract document revision
  Initiate an ad hoc approval for a contract document revision from a user or a user group.
• Compare contract revisions in Contract Management Pro
  Streamline the contract negotiation process by comparing two contract revisions to quickly identify and review all changes between the two versions, thereby reducing manual effort and minimizing the risk of missing critical updates.
• Ask Now Assist to generate summary of contract documents in a contract request
  Generate summaries, frequently asked questions (FAQs), or ask questions to retrieve specific information from contract documents in Contract Management Pro.
• Signature workflow for a contract request
  Contract Management Pro supports electronic signature, wet (manual) signature, and offline signature for a contract request.
• Cancel a contract request
  Cancel a contract request if it is no longer necessary.
• Preview and download a signed contract document
  View and download a signed contract document.
• Obligation Management
  Obligation Management in Contract Management Pro enables you to track and fulfill the responsibilities specified in a contract.
• Search for keywords in contract templates
  Search for keywords in contract templates easily.
• Search in Microsoft Word add-in for ServiceNow Contracts
  As a contract configurator, search for templates and clauses in the Microsoft Word add-in for ServiceNow Contracts.

Parent Topic:Contract Management Pro