Customer Success Workflows in Ironclad Guide and Training material

Dagmar_Paulo

What is Ironclad?

Ironclad is a software platform that streamlines contract creation processes and gives companies a single source of truth for their contracts and contract metadata. Before a contract is completed, Ironclad automates administrative work around creating, negotiating, and obtaining approvals and signatures, drastically speeding turnaround times and improving accuracy. After a contract is completed, Ironclad automatically stores and names completed contracts. It also extracts important metadata and makes contracts full-text and metadata-searchable.

 

Key Ironclad Benefits

● Documents managed. Improve and standardise your agreements with pre-approved, self-service templates, and easily collaborate with Legal when necessary.

● Integrated with Salesforce & Email. Minimise disruption by logging in through Salesforce using your native company credentials.

● Automatic Storage & Metadata Collection. Ironclad automates your document storage process to ensure that all agreements and inherent metadata are filed correctly and easily accessible.

 

Agreement Process

● Create. Collects information in order to generate a new agreement based on your standard templates and triggers internal Reviewers and Approvers.

● Review. Prompts relevant Reviewers and Approvers to review draft agreement in order to send out for e-signature.

● Sign. Sends fully-approved documents out for signature automatically via your e-signature account.

● Archive. Confirms contract data is accurate for your Legal Team's repository

 

For instructions on how to use Ironclad, please see the attachment in this article.

 

Contact information:

PS Field Ops: fieldops@anaplan.com

AMER: Craig Bjella 

APAC: Erika Ito

EMEA: Dagmar Paulo