How to Create an Agreement in Salesforce

Creating agreements manually in Salesforce can quickly become time-consuming, especially when you’re copying Account details, billing addresses, or related Opportunities again and again. With Salesforce document generation, that process becomes structured and reliable. Using an agreement generator like Docs Made Easy allows you to pull real-time CRM data into your template, ensuring every agreement is accurate, consistent, and generated directly from your Salesforce record. Here are the steps to create an agreement in Salesforce in just a minute.

Step 1: Log in to Salesforce.

Step 2: Open Docs Made Easy from the App launcher.

Step 3: Click on Document setup. Then click Launch wizard.

Step 4: Enter Button Name, select Salesforce Object, and click on Create.

Step 5: Click on Next.

Step 6: Click on Create New Document Template.

Step 7: Open Merge Field Helper.

Step 8:  From the Insert field list, click on Account Name

The system will auto-generate the merge field syntax: {{Account.Name}}

Click Copy to Clipboard.

Step 9: Click on Billing street.

The system will auto-generate the merge field syntax: {{Account.BillingStreet}}

Again click on Copy to clipboard.

Step 10:  Click on the Insert Related List. From the Available Related List, select Opportunities

Step 11: Under Child Object Fields, choose the required fields such as:

• CreatedDate

• CloseDate

Step 12: The system automatically generates the table merge syntax. Copy the generated table merge syntax.

Step 13: Paste all the syntax into the Template Editor.

Step 14: Reopen the Upload Template window, enter the Template Name, upload the Template File, and click Save.

Step 15: Click on Next.

Step 16: Again, click on Next.

Step 17: Go to Page Layouts.

Step 18: Click on Account layout.

Step 19: From Mobile & Lightning Actions, drag and drop the Generate Agreement button in Salesforce Mobile and Lightning Experience Actions.

Step 20: Click on Quick Save.

Step 21: Go to Account record and click on the button (Generate agreement).

Step 22: Click on Download Template.

Step 23: The system will start generating the document.

Step 24: Now, open the generated document.

Conclusion

After the setup is complete, generating an agreement becomes a straightforward click from the record. Salesforce document generation pulls the exact details into your template without manual edits. So, with an agreement generator like Docs Made Easy, you can also automatically generate and send the agreement for eSigning and track its status directly inside Salesforce, keeping everything connected in one place.

        

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