Is it possible to automatically reflect clauses based on Quote Line Item in the contract documents?

Keisuke Nagata
Tera Contributor

Hi all,

 

We would like to generate Contract Documents from orders using CM Pro, and incorporate clauses based on the Quote Line Item.

Is this possible? If so, I would like to know how to set it up.

 

Thank you for your assistance!

4 REPLIES 4

Krupa Singampal
ServiceNow Employee
ServiceNow Employee

Please refer to the Contract Management Pro Implementation Bootcamp on how to configure the templates. https://learning.servicenow.com/lxp/en/general/contract-management-pro-cmp-implementation-bootcamp-o...

Satoshi Abe
Mega Sage

@Krupa Singampal 

Can I change a clause based on a quote line item? I have checked a Now Learning Course you suggested. Clause is dynamically set based on quote fields (not quote line item fields).

MollyWu
ServiceNow Employee
ServiceNow Employee

Currently, it’s not possible to apply clause conditions to the quote line item table when the template is set up on the quote table. This requires enhancements on both the SOM and CMPro sides and will be included as a roadmap item.

Satoshi Abe
Mega Sage

@MollyWu 

Thank you. Looking forward to seeing this enhancement!