Contract Execution
BigMachines delivers an integrated solution to automate the generation of dynamic contracts, route contracts for approvals and signatures, store contracts with accounts or opportunities, and analyze contract trends. Contract Manager integrates seamlessly with the BigMachines Selling Platform, as well as popular CRM systems, enabling sales users, channel partners, value-added resellers, and distributors to quickly populate pre-loaded templates and generate contracts that can be printed, faxed or sent to a customer in email.
BigMachines offers a complete contract solution
With support for legal business processes, template management, contract lifecycle management, dynamic clause libraries, and e-signatures, BigMachines Contract Manager is a complete contract solution. Dynamic, rules-based contract templates are created in the BigMachines Document Engine, which features patent-pending technology that provides an easy to use interface designed to feel familiar to most users by sharing the best practices and designs of popular word processing applications.
Document templates can be customized by your BigMachines System Administrator using a web-enabled editor. The Administrator has the freedom to define the page size and layout, add tables, headers, footers, logos, and images to match the visual style of your company’s brand. These templates ensure that all sales users will create consistent contracts, helping your business present a professional image. In addition, the administrator can provide the user with the flexibility to include language from pre-approved clause libraries as well as select fields that dynamically change the look and content of the contract.
You can feel confident that your contract data is accurate because the BigMachines Contract Generator automatically merges dynamic data from BigMachines quotes without any manual data input!
BigMachines offers dynamic workflow approvals and electronic signatures
Contracts that include non-standard terms or other custom language can now be automatically routed to selected approvers, such as your legal or finance managers for review and approvals. This ensures that your contracts meet all corporate and legal standards.
BigMachines supports integration of leading electronic signature vendors, including DocuSign, EchoSign, and others to provide convenience and fast turnaround for your customers. Your contracts can be signed online without printing, faxing or mailing. More convenience means a smoother path to a signed contract.
Create Contract Lifecycle Repositories and Reports
Save multiple versions of any contract directly in your CRM system to maintain a lifecycle history of contract revisions. You’ll always know what was changed with each revision and can easily revert to previous versions of your saved contracts.
Contract data is stored in BigMachines and you can use BigMachines Reporting to generate reports and analyze contract trends. In today’s competitive market, you will have the advantage of understanding the patterns found in your successful contracts and can use that knowledge to close more business in the future. Users select their analytics criteria, narrow the results with enhanced filtering, generate dynamic charts and graphs, and run reports. Reports can be saved, exported to Excel, or scheduled to automatically run and delivered via email.
