Integrate with Contract Management Pro
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
Navigate to All > System Definition > Plugins.
Search for Contract Management for Sales CRM (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.
Select Activate.
Complete the initial configuration steps to set up this integration.
For more information on setting up Contract Management Pro, see Configuring Contract Management Pro.
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