How to Create a Contract in Salesforce

Here are the steps to set up and generate a contract in Salesforce directly.

Step 1: Log in to Salesforce.

Step 2: Open Docs Made Easy from the App launcher.

Step 3: Click on Document setup, then click Launch wizard.

Step 4: Enter the Button Name, select the Salesforce Object (Contract), and click Create.

Step 5: Click on Next.

Step 6: Click on Create New Document Template.

Step 7: Open Merge Field Helper.

Step 8:  From the Insert field list, click on Contract Start Date.

The system will auto-generate the merge field syntax: {{Contract.StartDate}}.

Click Copy to Clipboard.

Step 9: Select Account ID (Contract → Account relationship).

Choose Account Name.

Click Copy to Clipboard.

Step 10: Next, click on Billing City, then click on Copy to clipboard.

Step 11: Select Company Signed By ID (Contract → Company relationship).

Choose Full Name.

The syntax appears: {{Contract.CustomerSigned.Name}}

Click Copy to Clipboard.

Step 12: Followed by, click on Mailing Street, and click Copy to clipboard.

Step 13: Paste all copied merge field syntax into the Template Editor.

Step 14:  Open the Upload Template window, enter the Template Name, upload the Template file, and click Save.

Step 15: Click on Next.

Step 16: Again, click on the Next button.

Step 17: Here, click on Go to page layout.

Step 18: Then, click on Contract Layout.

Step 19: From Mobile & Lightning Actions, drag and drop the Generate Contract button into Salesforce Mobile and Lightning Experience Actions.

Step 20: Click on Quick Save.

Step 21: Go to Contract Record and click on the Generate Contract button.

Step 22:  Click on Download Template.

Step 23: The system will start generating the document.

Step 24: Open the generated document.

                                                                                               Thank You