Create a contract from a quote synchronously, along with contract group plans and
attributes, based on the quote configuration for new business.
Resource
/connect/insurance/contracts/actions/issue
Resource Example
https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/contracts/actions/issue
Available Version
68.0
HTTP Methods
POST
Request Body for POST
JSON Example
{
"quoteId": "0Q0xx0000004C9OCAU",
"contractStartDate": "2026-01-11",
"contractEndDate": "2028-01-20",
"transactionDetailLevel": "COVERAGE_LEVEL",
"additionalFields": {
"insuranceContractItemList": [
{
"entity": "Contract",
"fields": {
"data": [
{
"key": "Description",
"value": "Renewed for FY2026"
}
]
}
},
{
"entity": "InsuranceContract",
"fields": {
"data": [
{
"key": "myCustomPickList__c",
"value": "Alive"
},
{
"key": "EnrollmentEndDate",
"value": "2022-01-20"
},
{
"key": "EnrollmentStartDate",
"value": "2021-01-20"
}
]
}
},
{
"entity": "ContractGroupPlan",
"productPath": "dentalBasic",
"fields": {
"data": [
{
"key": "EnrollmentEndDate",
"value": "2025-12-31"
}
]
}
}
]
}
}
Properties
| Name | Type | Description | Required or Optional | Available Version |
|---|---|---|---|---|
| additionalFields | Insurance Contract Item Input[] | List of additional fields to add to contract items. | Optional | 68.0 |
| contractEndDate | String | End date of the contract in ISO 8601 YYYY-MM-DD format. If specified, this value overrides the contract end date that’s derived from the quote. | Required | 68.0 |
| contractStartDate | String | Start date of the contract in ISO 8601 YYYY-MM-DD format. If specified, this value overrides the contract start date that’s derived from the quote. | Required | 68.0 |
| contractTerm | Integer | Duration of the contract in months. If specified, this value overrides the contract term derived from the quote. | Optional | 68.0 |
| quoteId | String | ID of the quote from which you want to issue the contract. | Required | 68.0 |
| transactionDetailLevel | String | Level of transaction detail to include when issuing the contract. Valid values are: PLAN_LEVEL, COVERAGE_LEVEL, CHARGE_LEVEL. The default value is PLAN_LEVEL. | Optional | 68.0 |