The right contract for every offering, without asking around
A guide with a few simple questions tells the sales team which contract template to use for each solution.
- Service
- Internal applications
- Area
- Legal, Sales
01The problem
To find out which contract to use for a digital offering, the sales team searched mailboxes and template folders, or asked whoever had done it before. Each area ended up using a different structure.
How the solution works
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01
Pick a solutionSales team · checks before proposing
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02
Answer questionsGuided assistant · leads the questions
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03
Get a recommendation
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04
Open templateContract owners · maintain the templates
02What we did
We brought the templates together in a catalog organized by business area and solution, and built an assistant that asks a few questions and points to the right contract path, with a link to the current template.
03What changed
Guidance now lives in one place and no longer depends on the memory of a few people.
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