New Features

Following are the new features introduced in this release:

Manage Agreements

Connect to Apttus CLM and check out agreements for redlining and negotiation using Microsoft Word. You can take the following actions on agreement documents:

  • Check Out agreement document versions from CLM for redlining.
  • Use Playbook to insert legal clauses into your agreement document and mark existing content as fields or clauses linked to the agreement record.
  • Use the Document Panel to view, modify and reject changes to field values and clause content.
  • Check In new or final drafts of agreement documents and reconcile field and clause values to records in CLM.
  • Open agreement records in Salesforce directly from X-Author.

Manage Templates (Salesforce BETA)

Connect to Apttus CLM and check out agreement document templates. You can take the following actions on agreement templates:

  • Check Out agreement templates from CLM and make changes to static content.
  • Check In agreement templates to CLM as new versions.