CLM

Did you know the best practice for maintaining contract relationships and a contract hierarchy? If your company has multiple Parent and Child Agreements, you can create a field in your CRM to track how those agreements connect. Then, when you are on a child agreement, you can easily see through the lookup what the Parent Agreement may be. You should also tag each agreement so you can easily separate all of the documents and their Agreement type.An example would be a Parent Agreement (ex: Master Services Agreement) and a Child Agreement (Statement of Work). You would make a lookup in CRM from the MSA to the SOW to see that Parent / Child relationship, and would tag the Parent Agreement in DealHub as a Master Services Agreement and the Child Agreement in DealHub as a Statement of Work. Beyond a lookup for a Parent / Child Agreement, when using DealHub CLM, you can also group related agreements per Opportunity to have a quick view of all applicable agreements. 

Hi, after updating the domain with sendgrid integration, what will happen to the already published dealrooms, will they still have the old domain? Is it going to cause an issue?

DealHub provides multiple ways to manage contract edits, such as Playbook Questions with pre-approved clause substitutions and our native Online Redlining experience. However, some customers still rely on Microsoft Word for redlining and want to manage changes using Track Changes.That’s where our Offline Revisions workflow shines.We recommend having the seller or selling-side legal team download the DOCX contract from the DealRoom and share it with the buyer over email. The buyer can then redline the document in the familiar Word environment. After both parties reach agreement, the seller simply uploads the revised DOCX file back into the DealRoom.For best results: Disable buyer permissions to download or upload revision files, keeping version control with the seller. Pair this workflow with Signing State controls to maintain structure and prevent premature signing.

Hi, do we have a way to capture the different address components on separate fields?

We have some signing rules in the system and there are multiple signers assigned to each rule. Is there system setting like one signature is ok or require signatures from all signers? ( Like the setting we have for rule based approvals require one or all). If not in this case would the system move deal to won if only 1 signer signs? Just trying to understand the behavior and the impact of multi-signers.Do all the signers needs to sign? Is one signature is enough for a deal to be considered as complete? Can we set the behavior of signature requirement as we do to approvers (all the signers or any of the signers)?

Hi, is there a way to sync the Quote creation date into Salesforce? I wasn’t able to find an option for this under the Salesforce settings. Any recommendations on how this can be achieved?

As a buyer, how do I confirm in Revisions that I agree to the terms? There isn’t an ‘Approve’ button like there was in the online version, right?