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Self-paced
Salesforce Contract Negotiation with airSlate WorkFlow
1065 students
30 minutes
Is your team butting heads when negotiating contracts with stakeholders from inside and outside Salesforce? Discover how to manage a fast and neat contract negotiation process to keep all the data you need at hand without leaving Salesforce.
About this course
This course demonstrates how to customize and run automated contract workflows to make the most complex and time-consuming step — contract negotiation — seamless for your business and customers. It explains how to apply document generation, no-code automation, and online redlining while handling contracts in your Salesforce organization.
By the end of this course, you'll be able to create and customize contracts according to your needs, collaborate on them with your partners, track changes online, and store your executed copies in Salesforce and other systems.
What’s included?
lessons to explain how to enhance contract negotiation in Salesforce
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to create and customize contracts available for redlining in Salesforce
How to adjust access settings for a contract’s recipients
How to plan and visualize an entire contract workflow
How to store different versions of one contract in Salesforce
How to set automatic notifications for contract workflows
How to collaborate on contracts with every party online
Who is this course for?
Anyone who wants to enhance their contract negotiation process in Salesforce
Anyone looking to accelerate and simplify their contract lifecycles
Those who want to advance their career with new skills
Related workflows
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Sign now for free
Learn how to optimize contract negotiation in Salesforce with airSlate WorkFlow automation
Discussing terms of a business contract and reaching a consensus is a significant step for sales, as it guarantees that the negotiated deal is equally beneficial to both parties. Starting from drafting the contract, forwarding it for agreement on conditions, approving, and finally executing it can be a long and challenging journey. Millions of companies use Salesforce for this, as the tool perfectly suits any sales process. However, there’s a more innovative way to negotiate agreements. Let’s look at optimizing contract negotiation in the most popular CRM.
Using standard Salesforce document generation tools vs. integrations
Salesforce CRM keeps all sorts of data about the organization, its products, and its clients. It also has such contract lifecycle instruments as document generation, negotiation, sharing, and signing. The platform’s most significant problem is its general complexity and the need to handle most processes manually. With one or two deals in progress, it’s not critical, but manual data input becomes time-consuming when you have dozens of them, which may cost your company significantly. Software integrations are the best way to eliminate such shortcomings.
How airSlate WorkFlow settles things for Salesforce
airSlate WorkFlow is the best automation platform among various tools on the market, making it easy to improve contract management for Salesforce users without particular technical skills. Here’s how it helps sales reps to work on agreements faster and hassle-free:
- There’s an extensive collection of pre-built workflow templates which you only need to customize as necessary.
- The platform enables you to auto-generate forms upon the completion of other forms.
- eSignature collection takes a minimum of time once the user sets up automatic notifications and reminders.
- Hundreds of no-code bots enable you to pre-fill documents with CRM records, update those same records with data provided during form completion, or create new ones.
- Complete process analytics are right at hand in the organization’s Workspace.
Free Salesforce course for contract negotiation automation
airSlate WorkFlow is easy to use and doesn't require long and tedious training. For newbies and experienced users, the best way to explore its new capabilities is by joining the airSlate Academy. This free learning platform explains fundamental automation features and offers a Salesforce course on agreement template building and negotiating. This 30-minute class contains general aspects of getting both platforms to collaborate, instructions for arranging and visualizing contract-related processes, and real examples of common bot configuration. Join today and make your contract generation and approval in Salesforce easier than ever!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support
Yes, Salesforce document generation tools are available within its new user interface, Lightning Experience, created for sales and customer service representatives to speed up their processes. To create a form, open the Lightning page and use the “+” icon in the top menu ⇒ New Document. You can edit its content and link the file to the appropriate CRM record.
You can create contracts in Salesforce in several ways. You can do this from an Opportunity or an Object using the Create Contract action button. The newly generated document will contain data copied from the relative object resulting from the field mapping applied. The detailed guide for this is available on the CRM’s Help pages. Another great way to create documents in Salesforce is by integrating it with airSlate WorkFlow and using its no-code bots. Take our free airSlate Academy course to learn how it works in detail.
Salesforce features contract lifecycle management instruments such as document generation, negotiation, sharing, signing, and monitoring the status of an agreement in the approval process. However, because of the platform’s complexity, these processes may require more manual work than CRM in collaboration with third-party workflow automation tools, like airSlate WorkFlow.
This process is automated for creating and managing critical business paperwork, such as agreement templates, sales proposals, sales orders, invoices, etc. Salesforce document generation tools can be either native (available within the Opportunities or Object menus) or external, which you can use through third-party integration software. airSlate WorkFlow’s integration with CRM automates document management, making it easier and more efficient.
The best way is to connect your CRM with airSlate WorkFlow, our top workflow automation platform. It provides quick and effortless document generation and contract negotiation automation thanks to a variety of no-code bots. You only need to spend about ten minutes configuring the flow to get your templates automatically pre-filled, sent for approval, and stored in the particular folder upon completion.
airSlate WorkFlow offers a lot of learning materials and training programs for Salesforce users. If you’re looking for a Salesforce course on contract negotiation and flow optimization for your CRM processes, join airSlate Academy. It offers free learning programs regarding Salesforce document workflow automation with detailed video guides based on actual use case examples.
Salesforce Contract Negotiation with airSlate WorkFlow
Explore the intricacies of managing contracts with document workflow automation in the Salesforce Contract Negotiation with airSlate WorkFlow course. Dive into techniques to streamline contract negotiation processes, including document generation, no-code automation, online redlining, and seamless Salesforce integration.
What You'll Learn:
- Generating and customizing DOCX contracts for redlining.
- Adding and editing tags and fillable fields in DOCX contracts.
- Adjusting contract access settings and visualizing entire contract workflows.
- Saving different contract versions to Salesforce records.
- Configuring email notifications for all parties involved in a contract workflow.
- Finalizing contracts, annotating, and adding comments with airSlate WorkFlow.
Key Takeaways:
- Efficient Contract Negotiation: Learn to expedite the contract negotiation process by leveraging automation tools, reducing manual effort, and enhancing collaboration among stakeholders.
- Customization and Flexibility: Gain insights into tailoring contract documents to specific needs, incorporating tags, fillable fields, and adjusting access settings to accommodate diverse contract workflows.
- Enhanced Visibility and Tracking: Understand how to visualize contract workflows, track revisions, and manage document versions efficiently, ensuring transparency and accountability throughout the negotiation process.
- Seamless Integration: Discover the benefits of integrating airSlate WorkFlow with Salesforce, enabling smooth data flow and synchronization between contract management systems.
Course Outcomes:
Upon completion of this course, you will be equipped with the skills to navigate complex contract negotiation scenarios with confidence. You'll be able to streamline document generation, facilitate collaboration, and automate key aspects of the contract negotiation process. By leveraging airSlate WorkFlow and Salesforce integration, you'll enhance efficiency, accuracy, and agility in managing contract workflows, ultimately driving better outcomes for your organization. Enroll now to revolutionize your contract negotiation approach and unlock new levels of productivity and effectiveness.