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Last Updated: 2025-09-19
Steps: Set Up Contract Lifecycle Management Integration for Salesforce CPQ

Steps: Set Up Contract Lifecycle Management Integration for Salesforce CPQ

You can configure Contract Lifecycle Management to automatically create a table in a contract draft using Salesforce CPQ quote data. This enables you to embed a single quote into a contract template.
  1. Access a document editor, like Microsoft Word or Google Docs and create the template document for the contract. As you complete this task, consider:
    Option
    Description
    Format
    Add a new table placeholder for the CPQ quote information using a specific syntax. See Reference: Table Syntax and Formatting
    Fields
    The field placeholder in the template must match the field name you define in the workflow.
    Amount of Tables
    Contract Lifecycle Management supports only 1 quote table in a template document.
    Conditionally Hide the Quote
    You can suppress the quote table from appearing in the document by wrapping it in conditional placeholders.
    If you need to conditionally suppress some rows while showing others, you will have to use CPQ templates.
  2. Update the existing workflow in Contract Lifecycle Management to define the quote field.
    1. Upload the document template that you created in the previous step.
    2. Create a new custom field type. You must set the field type to
      Text (Paragraph)
      .
    3. Map the field to a question on the intake form.
  3. In Salesforce, signed in as a Salesforce admin, update the
    Salesforce Object Type
     field.
    1. Access the
      Object Manager
      .
    2. Search for
      mapping
       in the
      Quick Find
       and select
      Intake Form Mapping
      .
    3. Navigate to
      Fields & Relationships
       and select
      Salesforce Object Type
      .
    4. Scroll down to the
      Values
       section and click New, type
      Relationship
      in the text box, and save.
  4. In Salesforce, map the intake form.
    1. Access the
      Evisort Admin
       page from the App Launcher.
    2. Navigate to
      Map Intake Forms
       and click
      Pull from Evisort
      if you don't see your workflow listed.
    3. Click
      Map New Intake Form
       if this is the first time mapping this workflow. Otherwise, click the arrow next to the workflow and select
      Edit
      .
    4. In the mapping form, select the correct workflow and set the Salesforce Object to
      Opportunity
      .
    5. Locate the Evisort field for the Quote, click the dropdown, and select
      Relationship
      .
    6. Enter
      SBQQ_Quotes2_r
       in the text box that appears.
  5. In Salesforce, define the Quote Lines View.
    1. Access the
      Object Manager
      and select
      Quote
      .
    2. Navigate to
      Page Layouts
      , find the
      Quote Lines
       and click the wrench icon to edit the view.
    3. Change the view to reflect the fields you want to appear in the quote table. The fields will be output in the same order they are shown in the view.
When a user creates a new ticket from Salesforce, they will be able to select from a list of available quotes. When the ticket is created, the contract draft will contain the quote information in a table format.