Apttus CPQ: X-Author Contract (for Word)

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Hi All,

                                                 

Today, let’s discuss about X-Author Contract (for Windows OS).

X-Author Contract for word is a MS Word Plugin which is used to design dynamic templates for your Quotes or for your contracts.

To Setup this plugin, just download from Apttus Portal.

Below are the steps:

Login, Choose Apttus Install Center

Select the below tool and download.

Install it in your machine. 

Now, Attach this plugin in your MS Word.

Go To Options -> Add Ins

Select the X-Author Contracts, click ok.

Now, wait for few seconds, you will see 2 new tabs in to ribbon in your MS Word.

Make a connection with Salesforce

Connect to Salesforce, see image

Now you are logged in successfully.

If you want to edit the existing template, click on Check out, but I do not have existing, I am going to create New template.

Click on ‘New’

Fill the details

Click ‘Create New’

On Blank Page, Create Some Structure of your Template. Put logos, tables, Labels.

Now, insert the fields from Proposal which will render dynamically at the time of proposal 

generation.

You will see Quote/Proposal fields like below:

Select the field and insert in proper cell against your Label

Now, for Line items, Select Insert Field from Menu, the select the Line item(see below) and select the multiple field with CTRL+Click.

Mark Insert as a table.

Click Finish.

All Line Columns will be inserted.

Now click on Check-In

Activate and Click on Check In.

Now we are done here with template Creation.

Go to SFDC, Search for 'Template' tab and open.

Put Your Proposal record type name in ‘Agreement Type’ field.

Your file is here below in Attachment.

Now Go to Proposal and try to Preview this.

  

Select the format and Listed file, click on Generate.

And we are done. You will get the below result. J

If you are facing any issue in this setup, just reach out to me radhe636@gmail.com or +91 8574715370