To configure this feature:

1. Ensure Configuring Contracts is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   contract__v	CRED	listing__v sales__v	agreement__v account_specific_template__v (optional) template__v	Edit
   contract_line__v	CRED	listing__v sales__v	mandatory_contract_line__v (optional)	Edit

6. Grant Execute permission to the new_contract__v action on the account__v object.

To create a template:

1. Navigate to the Contracts tab.
2. Select Create.
3. Select the Contract Type:
   • Listing
   • Sales
4. Select Continue.
   
5. Complete the following fields:
   • Contract Name
   • Start Date
   • End Date
   • (Optional) Select Account Specific Template if the template should only be available to to specific account or set of accounts
   • (Optional) Select Product Bound if users should not be able to edit or add additional order lines to the Agreement outside of the order lines defined on the Template
   • Other fields as needed
6. Select the Template check box.
7. Select Save.

If users do not have access to a product in My Setup they can still view the product online when it is listed in a Contract Template line.

Once the end user begins the contract negotiation process from a template, a new contract record is created called the Contract Agreement. An Agreement record includes a sub-set of terms the end user selected from an existing template for the specific Account they are negotiating with. The end user can preview the entire Contract on one page and capture a signature. Once the signature is captured, the Agreement record can be reviewed, activated, or rejected.

End users can preview the Contract header, lines, disclaimer, Contract Partner attachments, and signatures.

To reject a Contract or Contract Partner, users must manually select Rejected from the Contract Partner Status field. Users must also manually complete any associated business processes, such as clearing the signature on the rejected Contract Partner record.

Only activated and locked templates are visible offline to the end users to ensure templates are still in progress and are not available for end users during actual negotiation with their accounts.

Any Contract record type can be flagged as a template. Users are able to view a list of available templates for an Account, select the template they wish to begin with, and create an Agreement for that Account based on the template. Users can also add contract lines to a template.

Original attachments to an Agreement are not copied when creating an Agreement from a template.

When syncing to offline platforms:

1. Use a naming convention to define your templates. All templates must begin with that name, for example, Contract_Template.
2. Ensure all Contract Template attachments begin with that same naming convention.
3. Create or update the Attachment VMOC where clause to sync all attachments and the content for the attachments that meet the naming convention. This is similar to the where clause for Signature Graphics.

If a Contract Template is an Account Specific Template, the template is only available for selection for an account if there is an existing contract partner record for the Contract Template and the Account.

If an Agreement is created from a Product Bound Template, the user cannot edit the agreement contract, the associated contract lines, or add additional contract lines.