Salesforce Contracts

Salesforce
Contracts

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

Generate and record contracts using your Salesforce data.

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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:

Self-serve contract creation

Generate contracts on demand using a library of pre-approved clauses, standard terms and conditions, and other common language.

Remote collaboration

Accessible contracts enable real-time teamwork for sales and legal teams, regardless of location.

Accelerated sales cycle

Eliminate manual processes, streamline approvals, and shorten the sales cycle with Salesforce contracts.

Robust security

Encrypted, repository-stored Salesforce contracts safeguard against forgery with eSignature protection.

Error prevention

Reduce the potential for human error by automating contract creation.

Real-time visibility

Effortlessly track contract status and updates throughout the entire contract lifecycle from authoring to activation and compliance.

How do Salesforce Contracts fit into your tech stack?

Salesforce now includes native contract management functionality to flow from your CRM through to your CLM. Enabling you to generate contracts and manage the entire contract process without leaving Salesforce.

Tap into the capabilities of Salesforce Contracts to streamline your end-to-end contract lifecycle management.

Reach out to us today and elevate your Contract experience with Salesforce.

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About PhiX Technologies

As a trusted Salesforce Consulting and Implementation partner, and winning Systems Integrator for Conga CLM, we help to simplify and standardise your systems from Lead-to-Ledger.

Providing a blueprint for success to efficiently streamline your workflows and simultaneously grow your business.

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