Administer Contract Lifecycle Management directly within Salesforce
Streamlined Contract Creation from Opportunity to Approval
- Seamlessly generate contracts directly from your Salesforce Opportunity.
- Redlining Manager automatically populates comprehensive contact information, along with products and services, directly from the Opportunity.
- Leverage the power of the Salesforce Activity Timeline for complete visibility into the process of your contracts.
Stages of Contract: Seamless Template Creation and Contract Routing
Intelligent Contract Routing: Tailored View for Enhanced Efficiency
- Leveraging Salesforce Data Field Tags, our system seamlessly incorporates critical information into contract templates on a global scale.
- Our innovative Department Tags feature empowers teams to precisely designate the sections of a contract for review by specific departments.
- This ensures that each department receives and evaluates only the pertinent segments of the contract, enhancing efficiency and accuracy in the review process.
Effortless Contract Generation
Contract Generator: The ultimate tool for businesses
of all sizes
- Effortlessly generate contract documents and NDAs in multiple formats, such as Microsoft Word and Google Docs, with a simple click.
- Nintex DocGen for Salesforce expertly assembles all essential components of your contract, ensuring a seamless and comprehensive document.
- Streamline the process of modifying terms and conditions using RLM’s innovative Clause Library, making edits a breeze.
- Automate the population of contract fields with Salesforce CRM data, ensuring accurate and efficient merging of critical information.
Branded Notifications Sent to Clients or Internal Reviewers
- Our system ensures that both clients and internal reviewers receive professionally branded email notifications as soon as contracts are prepared for their review.
- As part of our dynamic RLM roadmap. we are actively working on expanding notification integrations, including seamless connections with popular platforms like Slack and Microsoft Teams.
- With our user-friendly interface, reviewers have the convenience of promptly accepting or rejecting contracts directly from the notification, streamlining the review process.
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