In-house Legal App Template

Technology Trial Agreement

Generate Technology Trial Agreements from an intuitive digital
questionnaire and facilitate the approval & signature process
Generate Technology Trial Agreements from an intuitive digital questionnaire and facilitate the approval and signature process around the document

Key Features

  • User Self-service

    Enables business users to quickly generate a Technology Trial agreement without engaging lawyers.

  • Information Intake

    Allows business users to key in details around the type of trial (SaaS, Hardware, Software trial) and generate modules that are related to those provisions.

  • E-signature

    Facilitates the e-signature process for business users, ensuring documents can be automatically signed as a pdf.

  • Send & Store Documents

    Stores all TTAs that are signed, and also facilitates the ability to send signed documents to a central sharepoint email that the legal team has set up to centralise legal documents.

Benefits

  • Reduce turnaround time

    Generate documents for business users faster via our intuitive self-service questionnaire.

  • Reduce overhead costs

    Generate more efficient outcomes by reducing lawyer engagement time and therefore costs associated with lawyer time.

How Does Checkbox Automate This?

1. Build dynamic smart forms

Build dynamic smart forms to collect all the information you need to generate a technology trial agreement. Harness conditional content and built-in data validation.

2. E-signature

Checkbox integrates with e-signature such as Docusign and Adobe sign out-of-the-box to facilitate the signing of documents.

3. Gain visibility using dashboards

Approved stakeholders can use Checkbox Dashboards to manage and monitor the progress and audit trails of all contracts. Information such as the e-signature status, approval status and history of reviews can be displayed.

4. Automatically store signed contracts in other document systems

Signed documents are sent to be stored in central document repositories such as Google Drive, SharePoint, iManage, or NetDocuments. Oversee the document generation and e-signature status.

See It Live Now

Access our App Template or request a free personalised demo today