---
schema_version: "1"
id: 6725edd9d2fe1c2f0601e3de6cf12fdb47e64133f1854d922b94f7761d0c1249
title: Revenue | Summarize Contract Document
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_revenue_summarize_contract_document.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_revenue_summarize_contract_document.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 77d7dba647084fa5e5854965bddbd9b8b113ddbd3ddc102aab283b9787473811
description: The Summarize Contract Document agent action calls Summarize Contract prompt templates of type Document Summary to create clear and business-focused contract overviews.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Revenue | Summarize Contract Document

The Summarize Contract Document agent action calls Summarize Contract prompt templates of type Document Summary to create clear and business-focused contract overviews.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Sales, Agentforce for Service, or Agentforce for Industries add-on, and Salesforce Foundations.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d131598e70">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d131598e70 ">To run this action:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d131598e70 ">
            <p>Data Cloud Admin</p>
            <p> AND </p>
            <p>CLM Admin User</p>
            <p> AND </p>
            <p style="margin-bottom:0;">Contracts AI
              User</p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d131598e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizeContractDocument</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">clm_ai__ContractDocumentSummary</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr></tbody></table>

## Summarize Contract Documents and Prompt Templates

The Summarize Contract Document agent action uses Summarize Contract prompt templates of type Document Summary to generate clear, business-focused overviews. It can summarize the entire contract or focus on specific areas—such as clauses, financial terms, durations, and obligations—based on the user’s query.

The action passes two required, non-editable inputs to the chosen template:

- Query – the user’s question.
- Contract ID – the ID of the contract record to analyze.
- Chunk Limit - the limit of the maximum number of chunks to be retrieved based on user query

The prompt template returns a rich-text summary in the Contract Document Summary output variable.

Customization options: In the default summary, if you want some sections of the contract document to be present which is not your template, you can customize the prompt template and create a new version of the prompt template. You can modify your prompt template instructions to create a new custom version and activate it to customize the template. See [Customize Prompt Template for Contract Search](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_customize_prompt_template_for_contract_search.htm&type=5&language=en_US).

## Guidelines and Considerations

Before using this action, make sure you’ve completed the Contract Search setup and understand any constraints. See [Configure Contract Search](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_set_up_contract_search_for_contract_ai.htm&type=5&language=en_US) and [Contract Search Limitations](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_contract_search_limitations.htm&type=5&language=en_US).