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.
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 This helps minimize contract risks associated with outdated language.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.
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.
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.
The report also answers questions such as: