This article aims to explain the use of the "Create contract in Contractbook" button in Salesforce.

How can I create contracts in Salesforce?

As a Salesforce user, you can create a contract at any time of the commercial process by clicking on the Contractbook button created and attached to a Salesforce object by your Admin user. 

The button in Salesforce is called: “Create Contract in Contractbook.”

When the Create Contract in Contractbook button in Salesforce is clicked, you will be presented with the “Create contract” modal. 

• Note: If you cannot locate the "Create contract in Contractbook" button, please contact your Salesforce Admin.

• In the modal, you have to select an automation.
• The number and name of displayed automations in the pick list depends on the number of automations previously created in Contractbook by your Salesforce Admin. 
  • If you are in doubt, you can reach out to your Salesforce Admin, who is responsible for the flow configuration in Contractbook.

• The newly created contract will be listed under the “Contrcatbook contracts” widget in the Salesforce Object you work in.
  • You can use this widget to monitor the status of the contract directly from Salesforce without the need to open Contractbook.
• If you need to access a created contract directly in Contractbook, click on the contract name in the “Contractbook contracts” widget.  
  • You will be redirected to the document in the main Contractbook application.
  • Once in Contractbook, you can view the document, make changes (with the right permissions in the main application), fill in or amend data and metadata fields, or take any other action.

Can I add attachments to the created contract? 

Any file presented in the list attachments can be included in the created contract, if your Salesforce Admin has included this in your chosen automation's setup.

• Currently, no external attachments beyond already existing record files can be added.
• With Salesforce CPQ, you can save the generated quote as a PDF file on either the Quote or Opportunity Salesforce records. 
• Our integrated solution can send these PDFs to Contractbook as attachments if you launch the flow from the same Salesforce object where the PDF is saved.
  • For example, if you generate the PDF quote with CPQ and save it against the Quote record, you will need to start the automation from the Quote record to be able to select the file.
  • The same applies to the Opportunity record. 

Where can I find created contracts?

• Under the Salesforce object, you will find a dedicated custom widget called Contarctbook contracts.
• Remember to refresh the page or the widget itself after running an automation under the "Create contract in Contractbook" module, as this will load the newest contract in the Salesforce widget.
• The title column includes the name of the document in Contractbook.
• You can open the contract in Contractbook to make further modifications.
  • To make any changes, see the document history or resend it for signatures, you need to open it in Contractbook first.
• Monitor the status of your contract (draft, pending, signed, rejected).
• Find the exact creation date and hour under "Created on":

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.