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    Contract Lifecycle Management Training

    BY
    Mindmajix Technologies

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    Mode

    Online

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study, Virtual Classroom
    Mode of Delivery Video and Text Based
    Frequency of Classes Weekdays, Weekends

    Course and certificate fees

    certificate availability

    Yes

    certificate providing authority

    Mindmajix Technologies

    The syllabus

    Pricing Management

    • Price Matrix Terminology 
    • Creating Price Dimension 
    • Create condition base price matrix 
    • How to create a Price Ruleset 
    • "Creating a Price rule" 
    • Pricing Callback Class 
    • Tiered Pricing 
    • Related Pricing 
    • Q/A Session 

    Agreement Administration

    • Record Types, Fields, Action Section

    Process Maintenance

    • Document Output Format, Protection, Template 
    • Selection
    • Standard Flow vs Non-Standard Flow

    Agreement Creation

    • Wizard

    Contract Negotiation Process

    • Where do Templates fit

    Template Administration

    • Within Salesforce
    • Within MS Word

    Creating a Template

    • Formatting and Locale
    • 3 types of Merge Fields
    • Smart Attributes

    Using the Playbook

    • Clauses/Sections
    • Conditional Logic

    Basic Redlining

    • Track changes
    • Check-In/Check-Out

    Smart Fields

    • Reconciliation

    Clauses

    • Smart Clauses
    • Modify/Insert/Delete  Clauses
    • Marking and Promoting

    Doc Assembly Rules

    Comply System Properties

    • Capturing Merge events Updating Header/Footer 
    • data Subm it Merge Call Action
    • Automating Final Document settings

    Admin Tab

    • Cycle Time Reporting
    • Automating content search

    Retention Policies

    Practice Test & Interview Questions

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