Contract Review

Salesforce facilitates a seamless internal collaboration and external review process for contract management.

USER PERMISSIONS NEEDED
To add the add-in to your Microsoft 365 Word:	Microsoft365WordUser

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions

Contracts require negotiation for which you can collaborate on individual contract documents. A well-coordinated and synchronized parallel review process can significantly reduce errors, cycle time, and loss of intermediate information. Salesforce Contracts tracks and shows the changes by using redlines and including the details about who made the change and when.

Note To maintain the integrity of the contract authoring and review flow, users should avoid manually changing the document mode (status) in Microsoft Word (such as switching from Editing to Reviewing). The system handles the mode changes in the backend, manual updates can break the contract review workflow. In the Microsoft 365 Add-in, the document status cannot be changed manually, this restriction ensures the process remains consistent.

Before you send a contract document for review, generate a contract document in Microsoft Word.

1. Generate Contract Document Versions
2. Modify Contract in Microsoft 365 Editor
3. Internal review
4. External review

• Internal Review
  Internal review enables authorized team members to analyze and verify contract information, ensuring accuracy and completeness.
• External Review
  Contract authors can initiate an external reviews, where individuals or parties outside of Salesforce evaluate, provide feedback, suggest changes, or seek clarifications on a document. External reviewers can easily access documents for review. After the external reviewer provides their input, the contract author incorporates the feedback and checks in the final version of the document for further processing within Salesforce. The data is stored in document authored content entities so that customers can build their custom reports.
• Reviewer Type and Access Mode
  Salesforce Contracts enables different types of reviewers to collaborate on the documents with varying access permissions.
• Internal and External Reviewer Statuses
  Salesforce Contracts supports various reviewer statuses to enable contract authors to monitor and evaluate document review progress.
• External Reviewer Type
  Salesforce Contracts enables different types of external reviewers with varying access permissions to collaborate on the documents.