Contract: How to Write a Contract in Salesforce

Ensure the price on the Opportunity is accurate.

Use the Nintex DocGen component and hit “Select DocGen Package”.(right side of opp. page)

Select the template you wish to use.

Click on the name of the contact. 

Click on the box that says, “Attach to Opportunity”.

Hit “Run DocGen Package”. You will get a success message when it’s done loading.

The pdf is generated and saved to your “Files” Quick Link in Salesforce Opportunity

Now in the Adobe Sign Component and hit “Send Agreement”. (right side of opp. page)

Select the type of agreement that you are about to send.

This will send you to a new tab within Salesforce where you can set up your Adobe Sign agreement.

You will review the recipients. The second recipient defaults to the primary contact of the opportunity.

• A. If someone needs to receive a signed copy of the agreement, use “Add Cc”

• B. If you need someone to sign who is not the primary contact, change the “Contact” to “Email” (scroll in the drop-down) and manually enter that party’s email address.

• C. If you need multiple people to sign the agreement, use “Add Recipient”

Adjust the contract deadline and reminder schedule, if necessary. (Right side of the screen) Default is to send a reminder daily and for the contract to expire in 30 calendar days.

Note: If you want to give the client until 11:59pm on November 30th to sign, the deadline should be December 1st as the contract will expire at midnight on December 1st.

Scroll down and the files will include all pdf’s that were loaded in the “Files” Quick Links. You will want to delete anything that is not relevant by clicking the “X” on the right.

You can click and drag to reorder the documents as necessary. 

If you did not previously upload the Customer CAD Plans to the “Files” Quick Links, you will hit “Upload Files” to upload your plans.

Did you remember to turn off the Parts List when your created your pdf? If not, correct this before proceeding to upload the file.

You can click and drag to reorder the documents as necessary. 

Hit the blue button that says, “Next”.

If you get an error message at this step, check out our “Troubleshooting” articles for help.

You should now be sent to a separate tab in your browser for Adobe Sign to fill in the required information and add initial/signature tags for the pdf’s that you uploaded (i.e. customer CAD drawings)