AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Thomson Reuters Contract Express for Salesforce

Speed-up the sales cycle with document automation

Overview

Contract Express for Salesforce provides intelligent automation that lets your sales team sell, while freeing up the capacity of your legal department.

1 of 4

  • Empower your sales team to swiftly generate compliant contracts, SOWs, quotes and other routine documents. All contained in a Salesforce App, ensuring your sales team is using consistent client information and legal agreements.

  • Accelerate sales by reducing repetitive processes and the standard review time legal departments require for regular sales agreements with automated document creation, e-signatures and streamlined workflows.

  • Includes dedicated support from Document Automation Specialists who understand the challenges of the legal profession and are available to train your team and help with your automation efforts.

Accessing the Contract Express app directly within a Salesforce record, your organization will streamline the creation of standardized contracts from your legal team's expertise, dramatically reducing errors and freeing the sales and legal teams to focus on higher-value work. FEATURES: • Empower users to generate contracts by filling out web-based questionnaires from guided, compliant templates. • Utilize Salesforce data to generate customized documents, ensuring consistency and uniformity in your agreements. • Provide sophisticated approval workflows with notifications to review a completed but non-standard document. • Allow users to work from their preferred desktop, tablet or phone device. BENEFITS: • Eliminate the drudgery of redrafting commonly used contracts and documents. • Control the language and clauses in sales contracts, while simplifying and accelerating the sales process. • Quickly modernize your sales contracting process to drive business. • Identify and implement contracting process improvements. • Easily track documentation and contract version changes in one platform.

Categories

Business Needs
Contract Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package