Alert users of updates to the document. Alert when signed.
Alert when a Responder is active in the document.
Ensure internal comments and priority values stay protected.
Only show what you wish.
Using state of the art security, no co-mingling of user data. Rock solid we promise.
See a pattern? Flag it easily for future reminders.
Train your instance of Agreemint!
Ensure internal teams are 100% aligned. No need to track down everyone to sort out what is important vs. less important vs. negotiable.
Let the Agreemint doc enforce itself. Auto alerts of
renewal reminders or other follow -on document reminders.
PROBLEM: How important is an edit? Is it tradable for something else?
SOLUTION: As document negotiation (redlines) increases, Agreemint allows users to weight priorities to specific redlines or deal parameters in a document. This allows Agreemint AI to make intelligent solves in real time.
PROBLEM: Is this easy to set up?
SOLUTION: Use existing contracts through a drag and drop ease. Send to a responder as a URL link (no attachments required). Easy as cake.
PROBLEM: Most contract workflow solutions have complexity in user set up or ease, delaying productivity longer than expected.
SOLUTION: Use existing contracts through a drag and drop ease. Send to a responder as a URL link (no attachments required). Easy as cake.
PROBLEM: How can I can I sync contract fields directly to my CRM?
SOLUTION: Any tracked Smart Fields can be set to auto sync in real time to your CRM. This creates an up to date forecast or self-enforcing contracts later.
PROBLEM: Creating a system that tracks common contract data can be very time consuming.
SOLUTION: Agreemint allows legal or non-legal to create Smart Form fields within contract templates, which can be used for easy data and systems tracking later.
PROBLEM: Is there a way to track specific fields that are updated when 'in play'?
SOLUTION: Agreemint allows legal or non-legal to create Smart Form fields within contract templates, which can be used for easy data and systems tracking later.
PROBLEM: Is there any way to protect certain sections of a document from editing? Meaning, no editing rights to certain sections.
SOLUTION: Agreemint allows a users to set certain sections of a document to be only editable by assigned owners, ensuring safety and compliance long term.
PROBLEM: In current contract documents, it can take costly time to figure out what part of the document needs attention first, or understand the dynamic of high and low priority issues.
SOLUTION: Since Agreemint users can prioritize wants, those fields can be searchable by those priorities, by persona, by department, by topic, etc.
PROBLEM: When reviewing a redlined document, is there a way to sort the document issues by person, importance level or topic?
SOLUTION: Since Agreemint users can prioritize wants, those fields can be searchable by those priorities, by persona, by department, by topic, etc.
PROBLEM: Is there a way to ensure only certain viewers of this document have rights to edit vs view, vs not forward, etc.?
SOLUTION: Agreemint allows the owner of the document or sub owner to quickly create rights controls in the document - who can sign, who can edit, who can forward, who can comment, where it can be shared, etc. This can save a ton of time over older email workflows.
PROBLEM: Is there a way to have my back up clauses/remedies available to drag in? or suggested based on our companies policy or pattern?
SOLUTION: Agreemint allows the ease of a drag and drop assembly to quickly replace a section with a back up clause. Agreemint also makes suggest in real time to propose a useful negotiation solve.
PROBLEM: I want to create a workflow that is easy for any non-legal person to generate a contract based on parameters they understand.
SOLUTION: Agreemint allows the ease of a drag and drop assembly for any user, depending on the type of contract required for each party.
PROBLEM: Is there a way to write comments in a document that only my internal group or internal member can see?
SOLUTION: Agreemint users do not have to leave a document to do so, as Agreemint has the ability to create private threads (Slack like) for messages that can be private, public or direct to users.
PROBLEM: Many documents today have the need for some level of workflow - have certain departments sign off, approve, or review prior to closing.
SOLUTION: Agreemint documents have a pre-built in task list workflow for either party to use and assign with ease. Tasks can create alerts in Slack or email if you wish.
PROBLEM: Document workflows need to quickly report or sync with other third-party systems in and around the enterprise.
SOLUTION: Agreemint has APIs provided and third party plug -ins to allow for the ease of working within an existing workflow a user has set up.
How important is this edit?
One of the most costly time delays is the inability to know what is really important and to whom. With the unique Agreemint Negotiation Editor either party can set priority weights (through drag & drop interaction or setting priority weight flags) to what is most important, less important or even tradeable. A user can share this info, or keep it private and help to organize his/her own company as to what are the key points to drive in a particular contract.
PROBLEM: In order to understand where contracts are trending, it is very important to understand trends in negotiation, risk level, or required post contract compliance.
SOLUTION: Using Agreemints block style (computational contracts, through a GraphDB), this leads for very valued analytics both in set up, during negotiation time and close.
PROBLEM: How best to create an optimal contract for each deal scenario, without custom writing each contract?
PROBLEM #2: How to offload more assembly to front line sales or marketing to create contracts with ease?
SOLUTION: Agreemint's workflow designer solves this with ease. And no coding understanding required. Just point and click create your optimal workflow or computationally generated contract!
PROBLEM: Regulations in global jurisdictions have stepped up the need to improve privacy and clarity in data protection. This includes the need to prove user consent to policy changes - ideally through a third party service.
PROBLEM #2: Customers or prospects may need to be alerted of changes of terms or warranties or other disclaimers in the Master Agreement, without denying they have read those changes.
IMPACT: Without adherence, this includes fines or costly injunctions - including brand degradation. Reduce probability of costly litigation or user dissatisfaction.
SOLUTION: Agreemint's quick ClickWrap feature allows for ease of uploading policy or term language, track consent and prove adherence via digital signatures. This is all logged within an easy to use dashboard and posted to your CRM of choice.
PROBLEM: Get provable sign off of important legalese to customers/prospects with the least impact to your or your customers workflow.
PROBLEM #2: Customers or prospects may need to be alerted of changes of terms or warranties or other disclaimers in the Master Agreement, without denying they have read those changes.
SOLUTION: Agreemint Developer ClickAPI allows for ease of uploading legalese, track consent and prove adherence via digital signatures. This is all logged within an easy to use dashboard and posted to your CRM of choice.
PROBLEM: How to quickly assess risk or other parameters of an old contract?
PROBLEM #2: How to grab key information from a previous contract and populate to your current CRM or Systems of Record?
SOLUTION: Using Agreemint's MetaScan service (as part of the Agreemint platform), one can easily scan and train your search to locate and assess that information:
PROBLEM: Document workflows need to quickly report or sync with other third-party systems in and around the enterprise.
SOLUTION: Agreemint has APIs provided and third party plug -ins to allow for the ease of working within an existing workflow a user has set up.
PROBLEM: Document workflows need to quickly report or sync with other third-party systems in and around the enterprise.
SOLUTION: Agreemint has APIs provided and third party plug -ins to allow for the ease of working within an existing workflow a user has set up.
Take whatever template format you have (word, pdf) , and convert it to a URL link. Easy as cake. .
Given a contract changes over time, can I auto sync key fields to my CRM in real time?
Yes you sure can. And the result? Everyone can also see now a revised forecast, or revised obligation level, or term info - all in real time. Now that is a time saver!
Can I capture key inputs directly to my CRM?
Aas an Intiator of the document you can easily create Smart Form fields to sync directly with your CRM. These form inputs can be named and cataloged for future searches or intelligence.
Can I lock down sections of the contract to be only editable by certain personas?
Yes, you can. Just block out the text you intend to control for more fine grained protection. Perhaps a warranty section or some section that is normally never adjusted .
Can I only see the most important issues first? Can I sort issues by persona?
As added convience for document review, instead of weeding through endless redlines, one can decide to display edits by a department, or by priority or by responder's priorities only. Up to you in how you want to review for efficiency of your time.
Can I control who can do what within the document?
As a user of the document you can fine grain controls for what anyone can do with the document. Including whether you can allow another to share with their team.
Can a Responder of my document send to others?
Any user of the document can also share with another (but with no greater admin control than the Intiator). A user can have others review and set permission guidelines for what they can do within that document.
Can I capture the most common areas of delay in my contracting? How long particular contracts take vs others? How do we benchmark against norms in my industry?
To build efficiencies in contract workflow it is important to catalog key patterns that are repeated, or even areas that are getting negotiated over and remedied in similar ways as prior contracts. These analytics can help in forecasting and time management for contracts in play or for internal guidance in forecasting.
Can I quickly grab clauses from past contracts for solves in a current negotiation?
Rest assured your previous approved clauses are all searchable
Who has the last draft? Can I edit without anyone seeing me do this live?
One of the biggest fears of contract negotiation is that two people or more are editing different drafts, or at same time, causing a big mix up on 'who is working on the last draft'. Any user can decide to lock it and alert others that they are currently working on it.
Note: This doesnt prevent a user from accessing the last version in a 'viewer only' mode, but it would lock the document from new edits until the person unlocks it back. An automatic alert is generated the the document is back open to review the new edits in an unlocked document.
Through an innovative drag and drop interface, a user can quikly assemble the right document each time. An admin user can populate pre defined, or pre approved clauses for different types of contracts.
Note: A user can also do a 'one click' conversion of a Microsoft Word contract as well.
Can I control who can see my comments?
Another fear of a contract negotiation is that certain comments are accidently left over in a document. Usually a user has to spend costly time cleaning it up before sending it back over to another party. A very highly valued feature in Agreemint is that we allow a user to flag his/her comments for private review for which can only be seen by his/her own company, or even a particular person only in his/her company.
Has Finance or Legal reviewed? Set a task. Keep all on track with ease.
Place smart forms where you need, including signatures or initials. Capture recurring data anywhere in the document.
Smart forms are very useful for automating future tracking. For example, capture information in a smart forum directly to a CRM so you have automatice alerts of key future events.
To keep things simple, either the initiating user or responding user can sign right in the app without any additional conversion required. However, users can also sign with Docusign or other tools if they wish. Just convert the doc to Word and you are good to go.
No good app can do all services as a stand-a-lone. Agreemint recognizes that you may already have existing infrastructure in place today. Let us know of any services you use and we can help to make sure it is an added application integration.
Have a feature request? Send it in.
Our goal is for you to LOVE our products and ultimately save time in your contract management process.
Let us know if any features you wish to see next!
hello@agreemint.com.
Improving the contract workflow experience.
