Contract Management Simplified on Salesforce

End to end CLM to increased efficiency, improve accuracy and enhanced organization

Accelerate and streamline contract lifecycle every stage

Improves collaboration of contract lifecycle process with other teams or departments. Request flow with agreement data and update status and status group to start and continue the contract lifecycle stages.

Optimizing these processes manually is a difficult task for any company to effectively manage without the help of a comprehensive contract management software solution.

Our CLM platform gives control of the entire contract management process to control the contract on each stage of the lifecycle to help risk, client relationship, managing centralizing contract repository.

Generate document for Contract types

The Accordor powerful document generation engine to generate templates with Docx and PDF formats and template will have merge fields, clauses, and tables and conditions at all level.

Transfers and merge the data from system agreement and associated records to template. Enable the word auto tracking with associated password to control the negotiation and redlining, Comments, Version control.

  • To Generate an agreement, document the template need to be designed and created using Accordor Templates using MS word for each record type.
  • We can create templates with other agreement data combination along with record type
  • An agreement document generated using associated template and that can be stored in the filed of the agreement automatically

Upload Counterparty and Other Document

Upload document that will be attached in the existing agreement record. Choose an option while uploading the document to convert as a PDF or enable redline to enable the tracking with password protection. This will help to start the end to end lifecycle including negotiation and the redlining

Send for review to Negotiate and Approve

Contract authoring real time negotiation with internal and external parties along with attachment(s)

Please review and negotiate contract documents efficiently with authoring, editing, and auto redlining capabilities.

Maintain version control to ensure smooth transitions and finalize agreements between parties for better enforcement of terms.

Smart approvals let you streamline the approval process for your legal team. When you enable smart approvals on an approval condition

Benefits of negotiation

Contract Negotiator tool for negotiation process by providing a centralized for collaboration, automating workflows, ensuring compliance, and facilitating risk management. By leveraging tools, organizations can streamline negotiations, reduce costs, and improve contract outcomes.

Digital Signature & Contract Execute

  • Add Signatories
  • Set frequency
  • Sign Document
  • Finalize Contract
Add Signers” or “Add Recipients” in the platform’s interface and enter the email addresses or contact details of the individuals you want to add as signers
Set frequency of recipient reminders (Every Day, Every 5 Days..etc) and Enter number of days before expiration
Generate document, manually attached using Salesforce attachment or Upload Offline document of an agreement to send for the signature.
Once all parties have signed the document, the eSignature platform typically finalizes the contract, and all signatories receive a completed copy for their records

Contract Post Execution

Post-execution, you can maximize the benefits of the contract, minimize risks, and foster a collaborative and successful relationship between the involved parties. Regular monitoring, communication, and adaptability are key to successful contract management after execution.

  • Amend to initiate the amendment with the existing contract and maintain the association.
  • Renewals and reviews if the contract require periodic reviews or renewals with the existing contract and maintain the association.
  • Cancellation/Termination parties legally cancel or terminate their contractual relationship and maintain the history.
  • Implementation and Compliance to ensure that all parties involved understand their obligations and responsibilities Performance.
  • Monitoring to continuously monitor the performance of both parties to ensure that they meet their commitments as per the contract terms.
  • Track and maintain comprehensive records of all contract-related communications, changes, and activities.