S
Salesforce
Start a contract review from an opportunity and follow its status without leaving Salesforce.
Category
CRM
Works with
Sales Cloud, Enterprise and above
Set up by
A Salesforce admin
Setup time
About 15 minutes
What it does
Request from the opportunity
Sales starts a request with the counterparty paper attached. Account, amount and close date come across.
Status on the record
Each step shows on the opportunity, from routing to ready to sign, so no one has to ask legal.
Signed copy back in Salesforce
When the agreement is signed, the final PDF and its review record are attached to the opportunity.
How to set it up
Your Salesforce admin needs about fifteen minutes. Nothing changes for sales until the button is on their layouts.
1
Install the Proviso package
A Salesforce admin installs it from AppExchange into production or a sandbox.
2
Connect your workspace
In Proviso, open Settings, then Integrations, and sign in to Salesforce as that admin.
3
Map your fields
Choose which opportunity fields fill a request. Account, amount and close date are mapped for you.
4
Add the button
Put Request a contract on the opportunity layouts your sales teams use.