Contract Management for Salesforce Overview
Our contract management for Salesforce product, Contract Express for Salesforce, integrates our contract creation and document assembly engine directly into the Salesforce platform.
Unless the contract creation and approval process is trusted by Legal, self-service contract creation is not possible. A lawyer will need to look at every contract for every user and make all changes manually. All the potential benefits of automated contract creation are lost!
The key to establishing legal trust is not needing programmers to automate the lawyer’s contract templates at the heart of the automated contract creation process.
Contract Express contract management for Salesforce uniquely eliminates the need for programmers by automatically utilizing legally intuitive mark-up in the template to determine the behavior of the questionnaire, generated contracts, and contract metadata. All in standard Word and using standard Word styling.
The box App allows users to share, access and manage files within Salesforce and Salesforce1. The integration with Contract Express for Salesforce enables the corporate legal departments to use Box as the central archive of all executed contracts in the business.
Our NDA Kiosk App that is part of Contract Express contract management for Salesforce is used for visitor management. Companies that require visitors to sign a non-disclosure agreement upon entering the building can set up an iPad kiosk in the lobby from which visitors can access the application. The new app connects directly with information stored in Contract Express for Salesforce.
The DocuSign DTM platform integration provides significant benefits to the vast number of Contract Express customers already use it for contract creation and contract management. Contract Express with DocuSign allows users to have a completely digital contract automation solution, without any need to “print, sign and scan” documents. The enhancement further streamlines the process by helping organizations go fully digital for both speed and process simplification within the signature phase of contract creation.
Native storage of data in Salesforce enables legal and compliance management to use standard Salesforce tools to create reports and dashboards. Out of the box reports and dashboards report and chart approval cycle times, requests by type, requests by stage and can be easily customized using standard Salesforce reporting.
Contract Express templates are created by legal content specialists in Microsoft Word, without requiring programming.
Contract Express questionnaire forms are dynamic multi-page forms that collect data during the document or contract request.
PDF or Lawyer
Contract Express for Salesforce’s contract creation capabilities ensure that sales users only receive compliant PDF contracts when they select standard pre-approved options. Any non-standard requests are routed to the legal team for approval and negotiation.
Trusted Self-service Contract Creation
Contracts and contract data created by Contract Express for Salesforce are stored natively in your Salesforce Org and associated with accounts and opportunities. Sales users initiate the creation of a contract directly from an opportunity.
Templates in Contract Express for Salesforce can embed product, price, and quote information created from your CPQ solution into generated contracts, enabling your sales users to create configurable contracts that include pricing and quote information.
Contract Express for Salesforce enables your legal team to create configurable contract templates without requiring any Salesforce technical knowledge. Contract templates are created in Microsoft Word, using an intuitive mark-up language for defining business rules for standard and fallback language.
Use Chatter to collaborate and negotiate contracts created by Contract Express for Salesforce.
Opportunity, account, and product information contained within your Salesforce Org flows into the contract request process, eliminating common errors and misconfiguration of the contract.
Contract Express for Salesforce creates alerts on execution of a contract request and notifies users when a contract nears its termination date.