Design contract templates and integrate with Salesforce without leaving Microsoft Word

Accordor web based Microsoft Office Word Add-In designing a contract template creation, customize , increase the visibility and control for any type of contract templates with centralized template repository

Templates

A template design is a collection of standard clauses associated with merge fields. It’s a pre-approved template from organization. The template will display and generate based on Contract type

Contracts

A contract is a template after generation with required merge data. Its used to negotiation and redlining with other party. We have to maintain the version control for wach negotiation.

Design workflow and Features

Define the structure of the contract, including fields, tables, images, clauses, and any required text. Include conditional fields, tables, and clauses that appear based on specific conditions or criteria defined within the contract.

Version control, ensuring that users can track changes made to templates over time and revert If needed. Customization options, such as font styles, colors, and formatting for a consistent look and feel.

Centralized library where all approved contract templates are stored, and compliant templates.

Key Capabilities

  • Cost saving and Avoid Errors with proper design of template
  • Risk Mitigation with well-crafted templates and best practices, reducing the risk of contractual disputes
  • Accessibility and can be stored in a central Template repository for quick retrieval when needed
  • Improved compliance and Adaptability with provide a standard structure
  • Version-controlled to track changes and updates

Benefits