This article walks through the key features of your Contract Automation dashboard, including how to check negotiation status, pull precedent and custom reports, and view your digital playbooks.
Check negotiation status & key document details
- Learn how to check the status of your negotiations and quickly access key document details.
Precedent summary reports
- Learn how to pull a report to see consolidated negotiation outcomes, aggregated or broken down by quarter. Analyze historical contract trends to inform your negotiation preferences.
Custom Reports
- Learn how to build and export data-driven reports based on consolidated key legal and business terms.
Digital Playbooks
- View your playbooks directly in the app to see your current negotiation preferences and instructions.
💡 Connect with your Customer Success Manager to implement playbook changes, assess how your positions compare with the market, or get recommendations to improve negotiation times.