Collaborate
Customer conversations are often not linear. They often require multiple stakeholders to complete a task or move through a process. Don't let collaboration slow you or your customers down.
BENEFITS
Work Together. Work Better.
Our Collaboration capabilities bring internal and external stakeholders together at the right time to automate negotiation and contract management workflows, include collaborators within the business, and speed process completion.
Simplify and automate common document generation, negotiation, approval and onboarding processes
Improve turnaround time and reduce abandonment rates
Reduce compliance risk with fully-auditable controls and automated approvals
Enable customers or employees to invite others into a negotiation and contract management process for quicker completion times
"SmartDX is a game-changerโฆ..the documentation, the collaboration, the negotiation, and most importantly, the storage of the digital data within those documents to be used downstream by consumers.โ
- Stuart McClymont โ Base60 Consulting
Document Collaboration
Collaborate on documents within a business or between a business and external parties. Keep track of changes, collaboration timelines, current owners and summaries of all document comments and edits.
Streamline Approval Processess
Expedite the end-to-end journey with simple approval process features that can support the most complex negotiation and contract management processes.
Invite Others to Join the Party
Bring other collaborators into a negotiation and contract management process to participate in, monitor, or simply observe with easy to use @mentions and real-time notifications and updates.
Best In Class Security
Implement secure collaboration and governance standards that help to avoid sharing sensitive or confidential data unintentionally.
The State of Customer Conversations
Find out what business leaders and consumers from around the globe say about how they prefer to communicate with organizations.