Salesforce
Contracts

Salesforce Contracts automates and streamlines every stage of the contract lifecycle from authoring to compliance.

Generate your contracts using AI-powered clause creation and track throughout the contract lifecycle.

systems integration

Sales

Sales reps can:

  • Create a contract document from an order, opportunity or quote
  • Get immediate access to templates for all legal documents 
  • Use data from your Salesforce org to guarantee compliance and accuracy
  • Speed up approvals with pre-set contract approval workflows

Legal Operations

LEGAL ops can:

  • Pre-approve clauses for efficient compliance
  • Streamline your approval process with automation
  • Enhance control and accuracy with real-time versioning
  • Monitor contracts throughout their entire lifecycle all in one place.

Finance

Finance teams can:

  • Centralise and integrate all contract-related financial data for precise forecasting, budgeting and reporting
  • Mitigate risk with automated notifications to manage important actions effectively
  • Maintain an audit trail of every action taken across the contract lifecycle

Benefits:

How does AI improve your Contract Lifecycle Management?

As a Salesforce SI Partner, we understand that maximising your sales team’s efficiency is crucial for business growth. Contracts AI in Revenue Cloud from Salesforce is a game-changing solution that eliminates time-consuming administrative tasks and empowers your sales representatives to focus on what they do best: closing deals.

As your trusted Salesforce SI Partner, we can help you integrate Contracts AI into your existing Salesforce ecosystem, ensuring a smooth transition and maximising the benefits of this powerful tool.

About PhiX Technologies

As your Salesforce Consulting and Implementation partner, we specialise in simplifying and standardising your Lead-to-Ledger processes. Our expertise provides a clear blueprint for success, enabling you to streamline workflows while driving business growth efficiently. By leveraging innovative solutions like Contracts AI in Revenue Cloud, we empower your organisation to:

  • Generate contracts with a single click
  • Unify customer and quote data
  • Accelerate new sales and renewals
  • Utilise AI-powered contract clause drafting

Partner with us to optimise your processes and unlock your organisation’s full potential on Salesforce.

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