To negotiate an agreement
- Next, to the Agreement Document in the Notes & Attachments area, click View. Save the document to any location on your computer.
- Open the document using Microsoft Word.
- On the toolbar, click X-Author for Contracts.
- Login with your credentials.Note:
To use X-Author Contracts, you do not need to login directly via Salesforce. You only need to connect from the X-Author ribbon in Word. For details, see Connecting to Contracts section in X-Author for Contracts documentation .
Using Alternate and Fallback Provisions During the negotiation process, you may wish to incorporate existing alternate and fallback provisions that have been stored in your clause library. To perform this function, click X-Author Contracts, and then click the Playbook option. At the top of the new search window which opens on the right, you will be able to select from various filters to locate desired clauses that you may want to insert. You may insert the selected clauses as a reference or as inline text in your template When querying the Clause Library, you can elect to query the full language that will be included in your agreement or only the guidance. You can control this option by selecting X-Author, and then clicking Options > Template tab. Select or clear Store Template / Clause Content as Text. Add new text and delete a clause anywhere in the document. The X-Author plug-in provides the following options:
Save as Internal Version
Save to Conga CLM and preserve redlines. You can use the default name that comes up or overrides and enters one of your own.
Save as External Version
Save to Conga CLM and remove redlines. All changes are automatically accepted and the redlines are removed. You can use the default name provided by the plug-in when you enter this option or override and enter one of your own.
Save as Final Version
Save to Conga CLM, remove redlines, and prepare for obtaining signatures. The Save as Final Version initiates the process of finalizing an Agreement by accepting all changes and changing the Status Category to In Signatures.
Note:By using consistent naming conventions in your organization, you can simplify the process of keeping everyone on the same page in terms of what is happening in a negotiation and provide an easy-to-follow historical record of activities.
- When the agreement document is open and ready to be edited, go to X-Author for Contracts X-Author and choose Save as Final Version.
- If you are prompted to Reconcile, click No. Note:
If the variables (for example, start date, end date) were modified, ensure the same change has been made on the agreement detail page.
- Click View Refresh in browser.This action updates the agreement version in the repository and activity history.
Go to X-Author for Contracts in Microsoft Word and click Compare, and select two versions of the agreement that you need to compare. The two versions of the agreement are presented side by side and you can quickly see any differences.
