Working with Agreement Templates

Template Creation and Customization #

Build and customize contract templates directly within Salesforce to suit various contract scenarios. 

Steps to Create a New Template  #

1. Navigate to the Contract Butler app. 
2. Click on Agreement Templates.
3. The Agreement Templates page should open.  
4. Click on the New button. 
5. The New Agreement Template form should appear.
   
6. Enter the Template Name and Source Object(optional)
   
   
7. Click on the plus (+) button to add a new clause.
8. Two tabs will appear: Add Next and Add Sub.  
9. Click Add Next to create a new clause.
10. Click the pencil (edit) button to modify the clause
11. Add Clause Name and text.
    
    
12. Modify engagement options. 
13. Toggle checkboxes: Unnumbered or Is Locked (if locked, only you can edit the clause). 
14. Click OK to save the clause. 
15. Add additional clauses as needed. 

Clause and Section Management  #

Modify specific sections and clauses within contracts for dynamic adjustments. 

Steps to Add, Edit, or Remove a Clause  #

1. Open an existing Agreement Template. 
2. Select the template you wish to modify. 
3. Click on the pencil (edit) button. 
4. Modify the Clause Name, text, and engagement options. 
5. Toggle checkboxes Unnumbered or Is Locked as needed. 
6. Click OK to save changes. 
7. Click Update to finalize the modifications. 

Selecting an Existing Template  #

Instead of creating a new template, users can select and modify an existing template, ensuring consistency while saving time. 

Steps to Select an Existing Template  #

1. Click on Select Template. 
2. Choose the template you need from the list.
3. The selected template will be displayed. 
4. Modify the content, update fields, or adjust formatting as needed. 
5. Save either as a New Template or update the existing one.