Contract Management Course


Contract Management Course

The process of contract management establishes legal responsibilities between parties, sets prices, and defines conditions for further cooperation. In this course, you will learn how to automate contract generation and route contracts between the involved parties as well as track all the changes during the negotiation process.

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About this course:

Learn how to create a new contract, add fillable fields to it, and configure no-code automation. These steps allow users to create compliant data-driven contracts, route them for signing, and negotiate in real-time.

By the end of the course, users will be able to build a contract management workflow and automate it using no-code airSlate Bots.

What does this course cover?

In this course, users will learn how to generate a contract using data from CRM records, SQL databases, or Excel spreadsheets and share it with business partners for commenting or redlining. Find out how to track all changes made to your contract during the negotiation process by sending automatic notifications and reminders to all the negotiators.

Why was this course made?

We created this course to demonstrate how an entire contract approval process is automated: from creating a first draft to archiving an executed contract.

Who can enroll?

Anyone can enroll in this course and we recommend doing so while getting to know airSlate better.

The materials for this course include:

  • learning resources to teach you how to automate every step of the contract management process with no-code Bots
  • practice sessions so you can consolidate learning through practical application

What you will learn

How to generate a contract using data from CRM records, MySQL databases, or Excel spreadsheets
How to automate your workflow with no-code Bots: recipient-to-recipient routing, and reminders and notifications
How to share your contract with others for negotiation, redlining, and signing
How to automatically archive an executed contract to the CRM or cloud storage you use
Duration 30 minutes
Certificate A verified certificate is included
Subject Contract management workflow
Level Advanced
Language English
Price Free

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
See the certificate sample

Become an airSlate Partner

Students who complete the airSlate Academy’s courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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Contract management automation changes how we do business

Nowadays, every organization has to complete tasks related to official reports and operational information; access, control, planning, etc. The larger the company, the more tools it needs for competent and convenient data processing.

Automating the contract management lifecycle is a key and paramount objective for any business involved in active cooperation with external contractors.

Namely, the creation of an online platform for working with contracts and agreements affects the company dramatically. It leads to the acceleration of closed deals and essentially reduces the risks of signing contracts with unfavorable conditions. Contract management solutions increase department efficiency, including; the tender and negotiation department, procurement department, HR, accounting, sales and more. Workflow automation helps employees directly involved in the Flow perform tasks faster and with fewer errors. In turn, management gets a reliable tool for controlling processes and timing transactions.

airSlate specialists (Slaters) have implemented our no-code contract management system to automate agreement processing in organizations of various industries and sizes. They gained their experience from taking the courses in the airSlate automation Academy. Take a look and enjoy free lifetime access to our online courses.

Benefits of automating your contract management process

When negotiations are delayed for a week or more without proper digital management, documents get lost — it’s time to automate the contract management process. airSlate workflow automation gives you the flexibility and advantages to get ahead:
  1. Accelerated contract lifecycle — execute documents between two or more parties in record time.
  2. Eliminated human error — get forms filled out with the correct data the first time.
  3. Automated document routing — route documents to the right people and to the right storage.
  4. Enhanced Visibility — see into the whole process and all significant parameters including actions from Bots and people.
  5. Customized templates — access the Forms library to take advantage of thousands of pre-built templates.
  6. Operative control — get full control of what roles are set and what recipients can see.
  7. Organized database — utilize a comprehensive database for storing all of your files created in airSlate.

airSlate’s out-of-the-box contract management solution allows you to ensure that a document has passed all the necessary stages of approval. Using the right business productivity tools enable the process to be completely transparent and straightforward for all employees.

Building conditional workflows with airSlate

The most likely way to adapt and succeed in the digital age is to know how to configure robotic process automation and embed it into your existing business environment. No-code airSlate Bots help you stand out from others who don’t have any type of automation architect skills.

Our easily configurable and triggered tools successfully cope with everyday tasks, which take from 10 to 20% of team members’ time. When things are automated, employees can switch to more essential duties.

Bots help teams carry out negotiations from anywhere, and reduce the time it takes for preparing and managing contracts by 3-5 times. Quickly configure smart Bots for routine activities and set conditions for when they act.

In conclusion, we note that special attention should be paid to the secure storing of contracts and the distribution of user access when implementing automation. With airSlate, you can accurately specify the rights and abilities of users; access to editing and viewing documents.

We believe your business could benefit from centralized online contract management. Improve your automation skills with our academy’s advanced certification programs. Sign your next contract with airSlate!

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