A Sales Agreement T&C Generator lets sales departments draft sales agreements that are up-to-date and in line with the company’s policies without having to consult the legal department. By introducing a standardized and self-serve process, it replaces the need for the legal department to review each draft manually as sales users can only access pre-approved templates that are maintained by the legal department. The tool also puts approval processes in place should the user require approval of commercial terms and negotiated clauses for higher value contracts from the authorized persons. The open architecture of the BRYTER platform allows the legal department to continuously review and update templates and clauses that business users have access to.

Background

Sales departments are commonly under a lot of time pressure to close prospective deals and need to be able to provide the prospect with a quote or order form without delay. When sales users are unsure which templates to use and to what extent clauses may be amended, the risk of agreeing to terms that do not comply with internal guidelines increases. On the other hand, the legal department receives a high volume of similar enquiries from the sales team that, without a standardized process in place, can add substantial workload.

With BRYTER, legal departments can build a Sales Agreement T&C Generator that lets sales users self-serve agreements while maintaining control of what terms are being agreed to. As the user goes through an interactive questionnaire, the modular logic of the tool selects the applicable template and clauses, which can be triggered by information such as the customer’s location or the contract value. Legal departments can easily maintain and update the integrated templates and clauses as well as the underlying logic. The tool constitutes a scalable solution for growing sales teams and overwhelmed legal departments and ensures consistency across all generated agreements.

Benefits

Self-serve & standardized

With a Sales Agreement T&C Generator, fully compliant sales agreements are generated on a self-serve basis. Legal departments can ensure consistency by maintaining full control of the templates.

Faster execution

Compared to manual processes, a Sales Agreement T&C Generator lets users generate agreements significantly faster, eliminating unnecessary back and forth between departments.

Integrated

The Sales Agreement T&C Generator can easily be integrated into a company’s contract management solution such as Salesforce, Hubspot or Pipedrive.

Highly customizable

As every application built on BRYTER is customizable, the Sales Agreement T&C Generator can accommodate a company’s internal policies and local requirements.

How it works

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Go through Q&A

Through a customizable and user-friendly questionnaire, all relevant commercial and customer data is collected. Using these inputs, the tool determines the applicable template and clauses based on information such as the customer’s location and the contract value.

Generate contract

A draft sales agreement is generated and sent to the respective sales manager for approval. Via an integration with DocuSign, the contract is automatically sent for signing to the other side once approved. Once signed by both sides, the final version of the contract is automatically saved in the company’s contract management system.

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Keep up-to-date

Due to the open architecture of the BRYTER platform, the tool’s modular logic that triggers templates and clauses can easily be amended to ensure compliance with internal guidelines and legal requirements.