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Salesforce contract management simplifies the quote-to-cash process. Salesforce is the company that defined the role of CRM for businesses. Now, it's using its in-depth understanding of customer relationship management to redefine contract management and the quote-to-cash process, with Salesforce Quote-to-Cash.
Through the order record, you can create a contract for percent of total, covered, or bundle order products. You can also contract a single order product on your order, even when the order record is unactivated. Go to your order product, activate it, select its Contracted checkbox, and then save your changes.
Go to your order product, activate it, select its Contracted checkbox, and then save your changes. Salesforce CPQ creates a contract and subscription record as if you had contracted an order with a single order product. Tip You can activate and contract an order product even if its parent order is unactivated.
A contract is a written agreement between parties. Many companies use contracts to define the terms for doing business with other companies. Use Salesforce to establish and document the contracts that you have with your accounts and opportunities. Track the contract through your approval process.
CLM (Contract Lifecycle Management) for Salesforce allows you to streamline the contract lifecycle by automating manual tasks, orchestrating complex workflows, and eliminating unnecessary risk.