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Creating and adding alternate clauses to existing clauses

This page applies to: Conga Contracts for Salesforce

You can add pre-approved alternate clauses to the clause library that are related to standard clauses. You can use the clause playbook to replace a standard clause with appropriate alternate clauses. Alternate clauses can be added to the clause library and associated with the standard clause. See Alternate Clauses for more information.

Before you begin

You must add the Alternate Clauses button to your page layout. See Adding alternate clauses button to your page layout for more information.

Creating and adding new Alternate Clauses to existing clauses in Contracts for Salesforce

You must create a new alternate clause and add that new alternate clause to an existing parent clause. 

To create and add a new alternate clause in Contracts for Salesforce:

  1. Navigate to the Clauses tab in Contracts for Salesforce and select New.
  2. In the New Alternate Clauses set up user interface, add a name for your new alternate clause. 
  3. Select an existing clause from the drop-down menu and click Save.
  4. Locate the existing clause to see the alternative you created. Select the alternative clause and place it in the order you want it listed for that clause.

Now the end user can select the alternate clause from the clause bundle in the Negotiate user interface.

To see how alternate clauses work, see the Alternate Clauses and Word Comments video.