Is it possible to automatically reflect clauses based on Quote Line Item in the contract documents?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-16-2024 09:27 PM - edited 10-17-2024 01:07 AM
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!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
01-31-2025 03:52 PM
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...
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
01-31-2025 05:51 PM
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).
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-05-2025 09:04 AM
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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-05-2025 04:12 PM
Thank you. Looking forward to seeing this enhancement!