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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.
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RLM Workflow Simplified

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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