Getting Started with Contract Management – Contract Sent
SaaS Contracts are hard, contract management shouldn’t be. Let’s get you up and running with Contract Sent, a contract collaboration tool to turn your contracts into actionable data
Adding my contracts
Upload your standard company MSA, SOW, NDA and other docs in .pdf, .doc or .docx format.
Click on Contracts > Add New Contract
Inviting sales and legal
Invite as many users as you want and set them as sales, legal, commercial decision makers or admins
Click on Users Management > Invite User
Create your first customer
Create your first customer, give them a use case, contract dates, liability caps and assign it to a sales person and a legal team member
Click on Add Customer
Add your first task
Add a task to your first customer, tasks can be used to manage work loads, approvals and contract versions
On your new customer click Go To Tasks > Add Task
Try out the contract comparison
Add two documents to your first customer and click on Compare Files. Make sure you’ve selected the correct two documents by selecting the left and right side of the comparison. Simple and easy contract management.
You’re now set up to negotiate
Now you’re set to raise tasks for your decision makers to sign off on while also being able to drill down to the smallest of changes
Getting up and running takes five minutes
Your contract management and legal team management doesn’t have to be difficult. With Contract Sent we aim to have you up and running in the first five minutes.
Add a contract
Uploading your base contracts is simple and easy with a contract repository.
Invite your team
Invite your entire team for no extra cost from sales to legal and everything in between.
Create a customer
Add in your first customer negotiation with details about who they are.
Create a task
Assign a task for your legal team and have them assign tasks for approval, simple and easy.