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CLM automates the creation of contracts through the CLM Document Generation process. Document generation is a CLM feature that merges information from user input or from a third party application like Salesforce, with a document template to create a document. Start your contract automation journey with CLM by preparing key documents before your CLM project kick-off. Review your existing documents and select which ones to automate through document generation. Review the document and mark up the positions where data values change for every customer or contract. This marked up document template will be used as a blueprint for the document generation process. A document template is an existing, completed document or contract that you may have been using before implementing CLM. In preparation for your CLM project kick-off, update or mark up a template for each document. Document the markups in the CLM template mapping guide document. Here is an existing contract where information specifi
