The best way to ensure a successful close is to start your contract process on the right foot. Delays in the contract process are often traced back to the beginning, when contracts are first generated. Because it can be challenging to know how to get started, sales reps may often cut corners in the interest of time. In order to avoid risks and slowdowns further along the contract process, sales reps need a tool that guides them through the contract process, ensuring that they’re using the most up-to-date contract version for generation and is flexible enough to handle third-party paper.

Jump-start the contract process with Document Generation

Leverage a guided approach from the point of initiation. With SpringCM Document Generation, you choose to expose the relevant and approved contract template automatically. This enforces business rules to build the appropriate contract and trigger the necessary governance workflows.

Our solution is designed with both the SpringCM administrator and end user in mind by providing flexibility to best match an organization’s specific needs. Features like Document Generation are easy to configure and requires little training, so organizations can get up and running and see immediate results.

doc launcher template

Build and deploy pre-approved templates

Configure and evolve custom templates for your most common types of contracts, including NDAs, MSAs and SOWs, giving you complete control over your document generation activity. Those who are creating the document can then from a pre-approved template library to ensure they have the most up-to-date version. This helps minimize contract risks associated with outdated language. Legal and contract teams who administer contract templates can easily apply rules to the contract process to enforce the best contractual terms for the organization.

Merge data from external systems

SpringCM works with Salesforce and similar cloud platforms to pull the most current data for use in contract generation and for driving downstream workflows. SpringCM’s powerful Salesforce integration is very flexible when it comes to mapping data from Salesforce into the contract process, and can query across extremely complex Salesforce data models with ease. Document Generation also provides online forms to capture user input and overrides when generating new contracts.

doc launcher tagging

Maintaining a clause library

Common language can be captured in a shared library of terms that can be used during contract generation and in downstream negotiation. With Document Generation, users can select pre-approved clauses and related terms from a clause library that can be added to a template and reduce reliance on Legal. The SpringCM Office 365 Clause Add-in exposes the SpringCM clause library within the redlining process, allowing users to quickly find and insert alternative language within MS Word to keep the contract process moving.

From generation to approval

After generating the contract, Document Generation will automatically initiate a customized workflow, automating the review and approval process based on defined business rules and accelerating the time to close.

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Check out the other ways SpringCM can help you accelerate your business.

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What are your biggest contract management challenges?

In the report you'll find important takeaways and analysis.

The report also answers questions such as:

  • Is the contract approval process causing deals to stall?
  • How long is a typical negotiated cycle for the contracts your company generates?
  • How often does human error impact your contract process?

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