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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Initiate a contract request

Initiate a contract request from the Quote Management application.

Before you begin

Role required: sales_agent

About this task

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

Procedure

  1. In the CSM Configurable Workspace, select the List
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view.

  1. Select Quotes > All.

  2. Select the quote in the Completed state for which you want to create a contract.

  3. Select the More Actions

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menu and select **Initiate contract**.
  1. On the form, fill in the fields.
FieldDescription
Type of paperType of paper to be used in the contract. Select Own paper.
Contract typeType of contract to be generated. Select Sales Contract. If you want to generate a different type of document, select Other types of contract.
Signature typeType 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 dateDate that the contract begins.
End dateDate that the contract ends.Note: The End date must be later than the Start date.

  1. Select Initiate.

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

Parent Topic:Using Quote Management