Manage Contracts with

Oracle CPQ Cloud

The contract management capabilities in Oracle Configure, Price, and Quote (CPQ)
Cloud provide an integrated solution to automate the generation of dynamic
contracts, route contracts for approvals and signatures, store contracts with
accounts or opportunities, and analyze contract trends.
Contract Management
The contract management capabilities in Oracle CPQ Cloud provide seamless integration with
popular customer relationship management (CRM) systems. This enables sales users,
channel partners, value-added resellers, and distributors to quickly populate preloaded
templates and generate contracts that can be printed, faxed, or e-mailed to customers.
With support for legal business processes, template management, contract lifecycle
management, dynamic clause libraries, and e-signatures, Oracle CPQ Cloud offers a complete
solution for your contract needs.
Contract Authoring
Dynamic, rules-based contract templates can be created using the Document Engine feature
in Oracle BigMachines CPQ Cloud products. This patent-pending technology provides an
easy-to-use interface that will feel familiar to most users, thanks to its incorporation of the best
practices and designs of popular word processing applications.

Figure 2. Document templates ensure that users can create consistent contracts.
Using a web-enabled editor, your system administrator can customize templatesdefining
page size and layout, and adding tables, headers, footers, logos, and images to match your
companys brand. These templates ensure that sales users create consistent contracts,
helping your business present a professional image. In addition, the administrator can provide






Figure 1. Employees and channel partners can
quickly populate preloaded templates and
generate contracts.

K E Y F E A T URE S
Rules-based contract templates
Dynamic clause libraries
Automated workflow approvals
E-signature integration
Contract lifecycle repository
CRM integration
K E Y B E NE F I T S
Support legal business
processes
Automatically feed sales quote
data into contracts
Quickly populate preloaded
templates
Customize templates with ease
Ensure that all contracts meet
corporate and legal standards
Analyze contract trends based
on contract data





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users with the flexibility to include language from preapproved clause libraries as well as select
fields that dynamically change the look and content of the contract.
You can feel confident that your contract data is accurate because Oracle CPQ Cloud
automatically merges dynamic data from quotes without any manual data input.
Dynamic Workflow
The contract management capabilities in Oracle CPQ Cloud enable dynamic workflow
approvals. Contracts that include nonstandard terms or custom language can now be
automatically routed to select approverssuch as your legal or finance managersfor review
and approvals. This ensures that your contracts meet all corporate and legal standards.

Figure 3. Dynamic workflow approvals ensure that contracts are automatically routed to the required approvers.
Electronic Signature
Oracle CPQ Cloud supports integration of leading e-signature vendors to provide convenient,
fast turnaround for your customers. Your contracts can be signed online without printing,
faxing, or mailing.
Contract Lifecycle Repository
Save multiple versions of any contract directly in your CRM system to maintain a lifecycle
history of contract revisions. You will always know what was changed with each revision, and
you can easily revert to previous versions of your saved contracts.
Contract Analytics
You can use Oracle BigMachines CPQ Reporting Cloud Service to generate reports and
analyze contract trends based on the contract data stored in Oracle CPQ Cloud. In todays
competitive market, you gain the advantage of understanding patterns found in your
successful contracts so that you can use that knowledge to close more business in the future.
Users select their analytics criteria, narrow the results with enhanced filtering, generate
dynamic charts and graphs, and run reports. Reports can be saved, exported to Microsoft
Excel, or scheduled to automatically run and then be delivered via e-mail.

Figure 4. Generate reports and analyze contract trends based on the contract data stored in Oracle CPQ Cloud.

OR A CL E CONF I GURE , P RI CE ,
A N D QUOT E CL OUD
Oracle CPQ Cloud solutions
enable both enterprise and
midsize companies to streamline
the entire opportunity-to-quote-to-
order process, including product
selection, configuration, pricing,
quoting, ordering, and approval
workflows.

RE L A T E D P RODUCT S
Oracle BigMachines CPQ
Standard Edition Cloud Service
Oracle BigMachines CPQ
Enterprise Edition Cloud
Service
Oracle BigMachines CPQ
Premium Edition Cloud Service
Oracle BigMachines CPQ
Channel Users Cloud Service
Oracle BigMachines CPQ
Data Export Cloud Service
Oracle BigMachines CPQ
eCommerce Transactions
Cloud Service
Oracle BigMachines CPQ
Reporting Cloud Service
Oracle BigMachines Express
CPQ Cloud Service for
Salesforce.com