Generated from your data, not a template
The contract is produced from the same data the quote was priced on. What was quoted is what gets papered — there’s no re-keying step for the deal to drift across.
Contract Lifecycle Management (CLM)
The contract that sayswhat the quote said.
Generated from the same data the deal was priced on — terms as data, obligations that execute, renewals that don’t surprise anyone.
- The deal is priced, configured, and approved.
- The agreement is generated — its terms written as data.
- Signed once; billing, service, and renewal read the same terms.
Generated, not assembledThe contract comes from the same data as the quote. No re-keying, no drift.
Terms as data, not prosePricing, entitlements, term, and renewal conditions stay queryable — not buried in a PDF.
Renewals that actThe renewal isn’t a reminder. It’s an event the system executes.
One system, quote to invoiceWhat was quoted is what gets papered, billed, and renewed.
The problem
Somewhere between the quote and the signature, the deal changed.
The terms end up in a PDF nobody can query, the renewal date in someone’s calendar, the obligations in the account manager’s memory. That’s not contract management — that’s contract archaeology, performed at renewal time.
What the CLM does
The contract stops being a record. It starts being the instruction.
Terms as data
Pricing, entitlements, term, and renewal conditions live as queryable data — not prose that has to be re-read to be known. Billing and service execute against them directly.
Renewals that execute
The renewal isn’t a reminder someone acts on; it’s an event the system runs — priced from current terms, entitlements carried forward correctly.
In your world
ManufacturingThe negotiated terms live in a PDF while the order desk quotes from last year’s price sheet. Here they’re the same data.ManufacturingEquipment, Devices & ConnectivityThe warranty and entitlements granted in the contract never reach the service team. Here, the contract’s terms are what service executes against.Equipment, Devices & ConnectivitySaaSAmendments, co-terms, and renewals, each a manual reconciliation of what was actually promised. Here, the change event executes from the contract itself.SaaS
A contract is a promise. The engine is what keeps it.
Everywhere else, the contract is where the deal’s truth goes to be forgotten — signed, filed, re-discovered at renewal. Here, the contract’s terms are live data: the same engine that priced the quote enforces the entitlements, drives the billing, and executes the renewal.
Trusted by teams that run on it
2008Operating since
50,000+Users
Frequently asked questions
Standalone CLM stores the contract and metadata about it. Here the contract is generated from the same data as the quote, and its terms stay queryable — billing, service, and renewals execute against them directly.
Yes. Deviations from standard terms route to the people who decide, in the flow of the deal rather than a checklist beside it.
Pricing, entitlements, term length, and renewal conditions are stored as structured values, not sentences in a document — so other systems can act on them without a human re-reading the contract.
The renewal is generated from current terms before it lapses, with entitlements carried forward — not a calendar reminder someone has to chase.
No. It runs on Salesforce as an overlay — your CRM and data stay where they are.