A new contract does not need to start from an old one.
Reduce the work of hunting down drafts, replacing information and checking data that is already part of the process in Salesforce.
See this flow in a demo- Contracting party
- Acme LLC
- Type
- Services
- Term
- 24 months
- Venue
- São Paulo/SP
TRIGGER
Contract approved Service agreement
{ Contracting_Party } { Term } { Venue } The deal is closed. Now Legal needs to prepare the draft.
The request reaches the legal team with the negotiated terms.
To save time, the analyst looks for a similar contract used before. They create a copy, rename the file and start replacing the contracting party, CNPJ, amounts, term, venue and any other information.
Then the checking begins. The challenge is not only reviewing clauses.
It is about making sure no data from the previous contract survived in the new version, and that everyone is working from the correct draft.
- Contracting party
- Acme LLC
- Type
- Services
- Term
- 24 months
- Contracting party
- Type
- Term
The new draft starts as a copy of the previous one.
Every review round produces another file, and manual replacement rarely catches every occurrence.
Service agreement
Company XYZ 1 occurrence Contracting party: Company XYZ
A stale piece of data slipped past the manual replacement.
The draft starts using the process data.
The legal template lives in docu2.me and is connected to the information the company uses in Salesforce.
Fields such as { Contracting_Party }, { CNPJ }, { Term }, { Amount } and { Venue } can be filled dynamically.
Instead of creating several nearly identical files, rules can determine which content appears depending on the context.
Service agreement
{ Contracting_Party }{ Term }{ Venue }The clause that enters the document depends on what the process recorded.
- Term
- 24 months
Service agreement
Clause 4 — Performance of services
The CONTRACTOR shall perform the services described in Annex I, subject to the deadlines and service levels agreed between the parties.
Clause 4 — Delivery and acceptance
The CONTRACTOR shall deliver the goods described in Annex I, and the CONTRACTING PARTY shall carry out provisional and final acceptance within the agreed deadlines.
Content shown according to the process rules.
From request to generated draft.
- 01
Request
The legal process holds the necessary information in Salesforce.
- 02
Template
Legal keeps a standardized structure for the document type.
- 03
Rule
Fields and blocks can vary according to record information and defined rules.
- 04
Document
The draft is generated using the context of that process.
What changes for the legal team.
Legal reviews what really matters: the legal content.
docu2.me reduces the operational work that happens before review and keeps data, template and process closer together inside Salesforce.