The following key tasks are involved to complete the negotiation:

• Timely internal collaboration in the negotiation process
• Maintenance of persistent repository of predefined agreement clauses
• Reconcile redline / compare negotiated changes to terms, clauses, lines
• Retention of artifacts throughout the negotiation

You can secure documents during the negotiation cycle.

As an Agreement Negotiator, you coordinate changes to the agreement that might occur over the course of agreement negotiation. They are generally involved in finalizing the process in accordance with company policies and legal requirements. Agreement Negotiators can perform the following:

• Amend and save agreements/proposals in Salesforce
• Highlight reconcilable data
• Reconcile agreement/proposal records
• View chatter feeds from within Microsoft Word
• Share content and document to Salesforce Chatter
• Translate agreement/proposal documents from one language to another
• Create reminder tasks or schedule appointment events in relation to the opened agreement/proposal document
• Redline and store versions of the document during negotiations
• Compare different versions of agreements/proposals side by side

To create and negotiate an agreement, the X-Author Contracts Word add-in is designed for agreement administrators and legal users to help streamline the process of maintaining agreements and associated agreement and clause templates. Using the X-Author for Contracts, agreement administrators can manage complex negotiation cycles, clause and agreement template easily.

The add-in provides support for versioning of agreements, and agreement administrators can save redlined, clean and final versions of non-standard language in a Word document opened either from Salesforce or locally. When saving final versions, the add-in also helps the user to reconcile any terms that might have changed during the approval process. Agreement and Clause templates can also be managed, including the ability to insert, save as, and replace them to and from Conga CLM. Finally, users can compare versions of an agreement document.

For details on the X-Author for Contracts functions, see X-Author for Contracts documentation .