1.Simplify contract creation

• Generate NDAs, MSAs, agreements, quotes and other documents in a variety of formats (e.g. Word, PDF and HTML)
• Ensure accuracy and compliance with an intuitive guided creation flow
• Reuse previously amended agreements via a Dynamic Contract Repository
• Use pre-approved templates to minimize errors
• Easily edit and change terms, and automatically pull and merge contact data from your CRM

2.Standardize collaboration and approvals

• Share and collaborate on agreements internally with legal or management before they are sent to customers
• Trigger parallel approvals workflow based on configurable criteria
• Get real-time email notifications and status updates directly in your CRM

3.Streamline revisions with contract redlining

• Enable customers to provide feedback and amend critical issues
• Capture data via integrated forms with automated syncing to your CRM
• Get access to contract records directly from the relevant account on your CRM

4.Gain insights to keep contracts moving

• Track contract views and edits
• Get real-time notifications about customer engagement
• Identify other stakeholders a contract has been shared with
• Enhance the buyer journey with faster response times

5.E-signature & contract storage

• Allow single or multi-party online signatures
• Signed documents and signer details automatically sync to your CRM
• Store contracts for easy retrieval