Integrate with Contract Management Pro

task brazil Updated Sep 10, 2026 1 min read quote-management-integrate-contract-management.md
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With the integration of Quote Management and Contract Management Pro, sales agents can initiate contract requests while finalizing a deal and formalizing agreements between you and your customers.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Definition > Plugins.

  2. Search for Contract Management for Sales CRM (Quote Management with Contract Management Pro) plugin (com.sn_som_clm).

    Note: To activate this plugin, there’s a dependency on the Contracts core plugin (com.sn_cm_core). Verify that it’s installed to use the contract creation workflow from a quote.

  3. Select Activate.

  4. Complete the initial configuration steps to set up this integration.

    For more information on setting up Contract Management Pro, see Configuring Contract Management Pro.

Parent Topic:Quote Management reference

Related topics

Configuring Contract Management Pro

Initiate a contract request

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