What Role Do We Play In Automation?

An efficiently automated Contract workflow has defined roles for its various stakeholders. Legal counsel still own and prepare the templates; but instead of creating new Word versions of the latest contracts and hoping that sales users find and use it, they can simply define and update one master template, meaning there are no alternate versions with which sales can confuse it.

Who creates the contracts?

To really enable sales, automation needs to be about self-serve. With confidence in the currency of the legal template and control over it, legal counsel can empower salespeople to generate their own document within the defined, approved template.

Who are the approvers?

Legal retain control by having approval rights before contracts go for signature. This workflow ensures that legal has oversight, without putting too much friction in the process. Other stakeholders, like sales managers, project teams and IT teams, might also need to approve and these permissions are created within the system.

Who are the authorized signatories?

Authorized signatories could range from sales managers to CEOs depending on the size and structure of the company. If an automated workflow has native eSignature, then authorized signatories can quickly and securely sign deals that have received legal approval.

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