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

About this task

Manually run fix scripts if you have not installed the demo data at the time of installation. For more information on how to run the script see Run fix scripts to update Contract Management Pro.

Procedure

1. Navigate to All > System Definition > Plugins.
2. Search for Contract Management for Sales and Order Management (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.
3. Select Activate.
4. Complete the initial configuration steps to set up this integration.
   For more information on setting up Contract Management Pro, see Configuring Contract Management Pro.

What to do next

To learn more, see Configuring Contract Management Pro and Initiate a contract request.