Overview
With the Clause Library in the LinkSquares Finalize integration in Salesforce, sales teams can utilize language that has been pre-approved by legal to customize contracts according to clients' needs.
Legal and sales can partner more efficiently and get more deals out the door faster with a streamlined process.
To learn more about the Clause Library in the LinkSquares web app, reference our articles on Clause Library.
Process
The Clause Library is a repository of clauses that are pre-approved by legal.
When drafting an agreement, easily find relevant clauses within the library and embed them into your contract.
*Image above shows a Salesforce CPQ page and how to select the clauses available for a Governing Law
*Image above shows a Salesforce CPQ page and how to select the clauses available for a Governing Law- Noting the 3 sections of the clause.
1. The State
2. The rule of the clause
3. Notes for the clause
Clause Anatomy
1. Clause Name
This is the name of the clause.
2. Clause Text
This is the text contained in the clause.
3. Clause Notes
This is an optional Notes section that helps Drafters determine whether a specific clause fits their needs.
Mapping Clauses
Currently, there is no way to map the clause to a value automatically.
The user must manually select a clause.