AGREEMENT TYPES
Keep the customer promise connected from start to finish.
Bring the request, scope, commercial terms, review, signature, and onboarding obligations into one connected process. Make the handoff from sales to delivery easier to understand.
Prepare terms that reflect the deal
Collect the customer details, services, quantities, fees, and dates through your intake process. Create contracts from your approved templates when appropriate. Check the merged document and pricing details before asking reviewers to consider the terms.
Resolve changes and retain the decision
Edit contracts with Word redlining and version comparison, and approval routes to work through the returned draft. Approved contracts should be clearly identifiable before they are sent for signature. Keep the review history with the document so colleagues can understand the final position.
Make the signed result actionable
Connect onboarding, delivery, and payment commitments to the signed contract. Give each responsibility an owner and the appropriate timing. Contract lifecycle management helps the team stay aware of what the customer was promised after the sales conversation ends.
A FEW PRACTICAL QUESTIONS
Before your next step.
Can we review customer-provided paper?
Yes. Bring the supplied document into the review process and apply your organization’s playbooks and judgment.
Can we connect later statements of work?
Yes. Link the related agreements so colleagues can navigate the wider customer relationship.
How do we decide which workflow to use?
Evaluate contract solutions around the handoffs between sales, legal, and delivery. A full-lifecycle CLM process should keep the same agreement understandable before signing and throughout the commitments that follow.
LET’S TALK ABOUT YOUR WORKFLOW
Bring your agreements.
We’ll help you find the next step.
See how the documents, people, dates, and commitments fit together for your team.