Initiate a contract request

task brazil Updated Sep 10, 2026 1 min read quote-management-create-contract.md

Raw file servicenow.com

Initiate a contract request from the Quote Management application.

Before you begin

Role required: sales_agent

About this task

You can create a legal sales contract to finalize a deal and formalist the agreements with your customer.

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Select Quotes > All.
Select the quote in the Completed state for which you want to create a contract.
Select the More Actions[Omitted image "more-options.png"] Alt text: menu and select Initiate contract.
On the form, fill in the fields.

Field	Description
Type of paper	Type of paper to be used in the contract. Select Own paper.
Contract type	Type of contract to be generated. Select Sales Contract. If you want to generate a different type of document, select Other types of contract.
Signature type	Type of signature to do to complete the contract. - Electronic signature: You sign the document through electronic medium. Wet signature: You download the document and sign it manually.
Start date	Date that the contract begins.
End date	Date that the contract ends.Note: The End date must be later than the Start date.

6. Select **Initiate**.

A contract management request is generated in the Contract documents tab. Select the record to view the document.

Parent Topic:Using Quote Management

95 lines · 2.2 KB Wrap lines

---
title: Initiate a contract request
description: Initiate a contract request from the Quote Management application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/quote-management-create-contract.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Initiate a contract request

Initiate a contract request from the Quote Management application.

## Before you begin

Role required: sales\_agent

## About this task

You can create a legal sales contract to finalize a deal and formalist the agreements with your customer.

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Select **Quotes** &gt; **All**.

3.  Select the quote in the Completed state for which you want to create a contract.

4.  Select the **More Actions**\[Omitted image "more-options.png"\] Alt text: menu and select **Initiate contract**.

5.  On the form, fill in the fields.

<table><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Type of paper

</td><td>

Type of paper to be used in the contract. Select Own paper.

</td></tr><tr><td>

Contract type

</td><td>

Type of contract to be generated. Select Sales Contract. If you want to generate a different type of document, select Other types of contract.

</td></tr><tr><td>

Signature type

</td><td>

Type of signature to do to complete the contract. -   Electronic signature: You sign the document through electronic medium.
-   Wet signature: You download the document and sign it manually.


</td></tr><tr><td>

Start date

</td><td>

Date that the contract begins.

</td></tr><tr><td>

End date

</td><td>

Date that the contract ends.**Note:** The End date must be later than the Start date.

</td></tr></tbody>
</table>6.  Select **Initiate**.

    A contract management request is generated in the Contract documents tab. Select the record to view the document.


**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/quote-mgmt-using.md)