Contract requests for sales operations
Request contracts from the deal and see where each one stands, without chasing legal for an update.
Where sales contracts slow down
Requests go out by email
Reps send contracts to legal in threads and chats, and details like value and close date get lost.
No one knows where a contract stands
Without a status on the deal, reps ask legal for updates and forecasts rely on guesses.
Quarter end piles up
Order forms arrive in the last week of the quarter, all at once and all urgent.
Requests from the opportunity
Reps start a request from Salesforce with the counterparty paper attached. Proviso routes it by agreement type and value and shows each step on the deal.
What Proviso routes for sales
Routing rules are set by agreement type and deal value.
Order forms on your paper
Standard terms with no changes go straight to signature
Counterparty paper
Customer MSAs and terms are reviewed against your sales playbook
Discounts and payment terms
Changes beyond your limits go to finance for approval
Security questionnaires
Sent to the security team with the deal attached
