Contract changes are really giving us a hard time. Customers add seats, remove product, change billing terms, no big deal. until you have to update the CRM, original quote, pricing approvals and the make sure billing has the same info.

We pulled 350 recent amendments and found roughly 30% needed manual intervention beyond the actual customer request. Not to mention we've had 3 cases where the wrong version made it downstream.

We're looking into contract amendment automation. but i thought it doesn't hurt to figure out what works before we add another tool to the stack.

Do you automate the changes inside the CRM, use a separate tool or just accept someone in the team has to manually follow up the process?

Contract changes are really giving us a hard time. Customers add seats, remove product, change billing terms, no big deal. until you have to update the CRM, original quote, pricing approvals and the make sure billing has the same info.

We pulled 350 recent amendments and found roughly 30% needed manual intervention beyond the actual customer request. Not to mention we've had 3 cases where the wrong version made it downstream.

We're looking into contract amendment automation. but i thought it doesn't hurt to figure out what works before we add another tool to the stack.

Do you automate the changes inside the CRM, use a separate tool or just accept someone in the team has to manually follow up the process?