Bulk Contract Generation

Create hundreds of renewal contracts in minutes, error-free, using automation.

The Challenges

Business relationships continue with the renewal of contracts, which for many organisations involve a manual and repetitive process every 6-12 months with hundreds or thousands of suppliers. The challenge is that each contract is bespoke to each vendor, with updates to the agreement on factors such as pricing, clauses, and contract deliverables. Due to the volume and manual nature, the contract generation process is a massive time drain for the business. As the existing contract comes to an end, under-resourced teams often find themselves scrambling to meet deadlines and end up rushing the task, increasing the risk of human error. Further, any contract templates used can be hard to maintain later down the track as contract content and document structure changes.

How Checkbox Solves Bulk Contracting

Challenges

How Does Checkbox Address It?

For both business users and the legal team, the manual collection of client data for the contract is time-consuming and repetitive. Further, each contract is bespoke, consuming too much time. 

Checkbox’s form-based user interface is seamless and easy-to-use, allowing for digital employee information capture. 
 
Checkbox also eliminates the need for manual contract creation by populating customer data such as client business unit, additional fees, salesforce account code, and contract start and end date into the contract. 
 
These business-critical documents are automatically customised and can feature: 
Conditional clauses – only the relevant clauses are inserted into the document and numbered automatically. 
Dynamic tables to structure information in rows and columns that are adjusted automatically to the content. 

A high volume of contracts needs to be generated in a short amount of time.

Generating large volumes of contracts in Checkbox is made easy by importing bulk contract data via rest API integrations, or CSV upload to bulk generate contracts.

Contracts that require approvals take time to manually execute and approval rules are often complex and not decentralised.

Seamlessly set up approval workflows in Checkbox that are determined by business logic. For example, if the contract size is greater than $1,000,000, the legal team is notified via email to review and approve the contract.

Adjustments to the contract are difficult to make and updated documents must be manually sent to document repositories.

Checkbox’s no-code drag and drop studio empowers anyone to quickly build and deploy their solution in a matter of days, and independently make updates as required. 

These changes include adding new commercial details (e.g. additional fees), introducing approval checkpoints, and changing business logic.

High risk of error and non-compliance from manually entering contract details.

Checkbox’s document automation engine automates the generation of documents by populating an underlying master template which is compliant by design.

Clients experience a tedious and lengthy contract signing process by having to download, sign and re-send their contract.

Leverage e-signature in Checkbox to effortlessly sign contracts and streamline the process of generating the contract, reducing friction and time to execution. 

How Does Checkbox Automate This?

1. Bulk upload information into Checkbox:

The no-code platform can pull information from enterprise systems, including CSV files, Salesforce and other ERP systems.

2. Checkbox automatically generates the bespoke contract:

Legally correct renewal contracts are created inside Checkbox based on the customer details provided.

3. Checkbox automatically tracks and sends the contract to relevant parties with requests to e-sign:

Both suppliers and approvers follow the DocuSign or AdobeSign experience to quickly and easily sign the document. Upon signature, documents are automatically directed to the repository of choice.

Benefits

  •  Faster turn-around time for the contracts
    From automated bulk contract generation to email reminders to sign, the entire process is streamlined and designed to reduce the time spent on this repetitive task.
  •  Eliminate contract errors
    The automation of generating contracts, in parallel with the standardisation of approval workflows ensures error-free contracts are generated each time.
  •  Improve maintainability
    Through no-code, the solution can be easily and independently modified for any contract content, logic or format changes. The platform tracks all responses that have been entered, providing an audit trail for record keeping.
  •  Improve client’s experience
    Moving from manual paper-based contracts to e-signature makes the contract generation process convenient and effortless for suppliers. 

Key Features

  • No code app builder & studio
  • Smart and dynamic forms
  • Document automation and generation
  • Automated email notifications
  • Approval workflow
  • E-signature and contract status tracking
  • Integrations with third-party systems
  • Tailored dashboards

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