Configuration

“When my customers see how quickly and easily they can translate their needs into their new contract management system they often say, ‘We should have done this a long time ago!’” Once they’ve completed the system configuration, their users immediately adopt it because it so closely mirrors their previous processes.”

— DevAna Jackson, Customer Success Manager, Contract Logix

DevAna Jackson Photo

Configuring Your System to Your Needs.

Contract Logix solutions are designed to be simple to configure.  No technical expertise is needed to build custom fields, contract types, reports, etc.  Many products on the market today require a very significant implementation fee as part of their agreements.  This is where Contract Logix is different.  Every one of our customers is assigned a Customer Success Manager to provide support and consultation during their entire time as a Contract Logix customer, at no additional cost.

The role of our Customer Success Team is to assist in getting you up and running with your new contract management system as quickly and smoothly as possible and ensure that your user community uses it to successfully meet your needs. That process starts with configuration.

We’ll work with your team, and your designated administrator, to guide them through all the steps below in an organized, step-by-step process. When we’re done, you’ll have a system that reflects your terminology, your contract types, and the way you manage contracts.

Contract Management Implementation Services

Define settings such as login, security & password strength.

Add and suspend end-user access.

Create & edit end-user roles & permissions.

Define your organization, contact, contract, and document types.

Create your screens, fields, drop-down menus, and requirements.

Compose your email templates, including data merge fields.

Define your alert rules by record type.

Create your retention (delete/archive) rules by record type.

Populate your clause and template libraries with standard and alternate language.

Build workflows for contract authoring, redlining, and approval.

Configure forms for users or partners to request and submit contracts.

Much more…

Ready to Implement a Proven CLM Solution?

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