Between easing COVID restrictions, a full-scale corporate acquisition, and beautiful spring weather, Ironclad’s product team had plenty of distractions to contend with in the second quarter of 2021. Nevertheless, they did what they do best: build and ship important new features to Ironclad’s Digital Contracting Platform.
Here’s a rollup of the most notable improvements released in Q2, 2021.
▶ Use Ironclad for high volume, standardized clickwrap agreements
With the acquisition of leading clickwrap transaction platform Pactsafe, you can now use Ironclad to handle high volume, standardized agreements — like terms of service and privacy policies — in a way that’s fully enforceable and easy to manage.
▶ Define custom naming conventions for workflows
Having a hard time distinguishing between active contracts in your dashboard? With this new feature in Workflow Designer, you can define custom naming conventions for newly launched workflows — just like you do with your document naming conventions. For example: [MSA] with [Counterparty Name] for $[Total Value]. Once the contract is executed, these naming conventions will apply to your to repository records, too.
▶ Create different naming conventions for draft and signed documents
Small but important improvement to the document naming convention feature in Workflow Designer: you can now have two different naming conventions — one for pre-signature docs and another for post-signature docs.
▶ Improved load times when working with long documents
Let’s face it, sometimes contracts get a bit lengthy. But that shouldn’t mean your experience in Workflow Designer should be, too. Hopefully you’ve noticed a marked improvement in load speeds since this release in May.
▶ Let users choose approvers, signers, signature coordinators, and archivers in the launch form
Here’s another way to help the business help themselves: You can now let users define approvers and signers right on the launch form. (You define the list, though — they can’t choose just anybody.)
▶ Use negative conditions (=is not)
▶ Quicker tag editing
When hovering over tags in Workflow Designer, there’s a new modal that lets you replace, format, and/or remove tags with a single click.
▶ Copy/Paste questions when building launch forms
Collaboration & Negotiation
▶ Add new approvers to active contracts
Sure, we try to build approval logic in Workflow Designer. But sometimes you need to add an approver who wasn’t part of the initial plan. Now, when mentioning a user in the activity feed, you can add them as an approver without leaving the page.
▶ Remove signers after launch
Not only can you add signers, you can take them away, too — all without leaving the contract collaboration page.
▶ View full email threads in Ironclad
Need to see the third “Re:” in the “Re: Re: Re: Re: Re: Contract terms” email? Now you can click a link in the activity feed to view the whole thread in its own browser tab.
▶ “Reply-to” email gets added automatically when sharing a draft from Ironclad
You shouldn’t have to specify a reply-to address every time you’re emailing a contract from Ironclad. So now you don’t! The sender’s email will be included automatically.
▶ Redesigned Editor experience
Editor has a new look and some new functionality, including a toolbar for advanced text formatting and a sidebar that surfaces your comments and @mentions.
▶ Better find (Ctrl-F)
Ctrl-F (Cmd-F on Mac) is the third most important keyboard shortcut. (First and second, of course, being Ctrl-C and Ctrl-V). Now, when working with in Ironclad, Find works for the entire document, even if some of the pages haven’t loaded into view.
▶ Edit comments after they’ve been saved
The contract Editor in Ironclad has robust internal and external commenting features. But previously you couldn’t edit your comments after saving them — you’d have to delete and write it over again. Well, now you can edit your comments.
▶ Import legacy contracts with AI
Got old contracts lying around that should be tagged and reportable in repository? With Ironclad’s Smart Import — powered by Google’s Document AI — you can bring them in and tag them, all in one fell swoop. The feature is now in open beta, so let your CSM know when you’re ready to try it out.
▶ Unified view for completed contracts
We’d been working on this one for a while and we’re loving how it turned out. In repository, you now have a single view of the document, the metapanel, and all the actions you can take. It also transitions delightfully in and out of the main repository list view. Try it out — you’ll love it too.
▶ Link related records in the repository
Previously, you couldn’t link related records to each other after signature and archive. Now, in repository, you can do just that. And it doesn’t stop with just one — if necessary, you can link multiple records to each contract.
▶ Group-based permissions on individual records
Now, on the metapanel in the repository, you can lock down access to individual records, yet still ensure the right folks can still see it with group access permissions.
Integrations & API
▶ Map Salesforce picklists to fields in Ironclad
Salesforce and Ironclad get tighter once again. Now, you can add SFDC dropdown fields to your forms and contract metadata fields in Ironclad, and the data will pass seamlessly between the two systems.
▶ Sync contracts as “Files” in Salesforce
Would your Salesforce admin rather save contracts as “File” objects, than as “Notes & Attachments?” Their wish is now fulfilled.
▶ Map Ironclad record ID to a contract object in Salesforce
Another feature for Ironclad’s Salesforce integration: the ability to map the unique ID number associated with Ironclad contracts to an associated field in a Salesforce record object. This will ensure that the link between the contract and the relationship is durable and useful.
▶ Edit in-flight workflows via API
▶ Prevent users from editing data that comes from an integrated system
A lot of the data that comes from, say, Salesforce or Coupa, shouldn’t be edited in Ironclad. Now you have the option to lock those fields and spare your team the temptation.
▶ Default track changes to “on” or “off”
Last but (arguably) not least, you can now decide whether Ironclad’s track changes feature defaults to “on” or “off.” Users can always change it back when working on a contract.
Want to try them out?
Check out the Ironclad Help Center, let your success manager know, or jump into the product and start playing around. If you’re not an Ironclad customer but would like to learn more, sign up for a demo.
Ironclad is the #1 contract lifecycle management platform for innovative companies. L’Oréal, Staples, Mastercard, and other leading innovators use Ironclad to collaborate and negotiate on contracts, accelerate contracting while maintaining compliance, and turn contracts into critical carriers of operational business intelligence. It’s the only platform flexible enough to handle every type of contract workflow, whether a sales agreement, an HR agreement or a complex NDA. The company was named one of the 20 Rising Stars on the Forbes 2019 Cloud 100 list, and is backed by leading investors like Accel, Y Combinator, Sequoia, and BOND. For more information, visit www.ironcladapp.com or follow us on LinkedIn and Twitter.
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