Fast Onboarding

Hit the Ground Running with Fast Software Onboarding

Our intuitive design enables you to configure, learn, and adopt your new contract management system quickly and easily. Our Customer Success Team will teach your designated system administrator how to configure your system to meet your organization’s specific needs, as well as how to migrate any of your contract, contact, or organization information that is currently housed in spreadsheets. Depending on the solution you choose, your administrator will learn how to leverage the user-friendly interface and our training resources to:

Add end-users, roles, and permissions.

Define organization, contact, contract, and document types.

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

Compose email templates.

Build alert rules for important deadline reminders.

Populate your clause and template libraries.

Configure workflows for contract authoring, redlining, and approval.

Build forms to request and submit contracts.

Much more…

Ready to Implement a Proven CLM Solution?


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