Sales Workflows
Boosting Sales Efficiency with Flexible Contracts
In a sales-led growth model, a flexible and low-friction contract management process is a necessity. While a fixed contract process may seem beneficial, it is rarely feasible due to a number of factors.
The most common factors we hear about are that customers take variable timelines to implement or operationalize the product in their environment, or they are deploying a multi-product offering each with specific set up requirements. Sometimes, it is simply that the customer's preferred method of engaging with contracts which can sometimes include offline reviews and approvals.
Contracts on Maple bring some much needed flexibility to the contract management process enabling a positive customer experience right from the start.
Manual Confirmation
Contracts in Maple allow you to account for actions like software implementation, professional services driven customer onboarding, etc through a manual confirmation step. This allows you to choose when the contract is considered fully executed. It also gives you added flexibility to align subscription and billing to specific dates post implementation — such as the beginning of each month.
- Manual Confirmation Stage: This step allows contracts to be marked as fully executed only after a manual confirmation, providing a controlled point for final approval before billing starts.
- Flexible Start Dates: Users can choose whether the contract becomes effective immediately or at a future date, aligning with specific business needs such as coordinating subscription start dates with implementation milestones.
- Unified Experience: This feature integrates seamlessly into the Maple Billing workflow, ensuring that all necessary steps, from signatures to payment collection and final confirmation, are managed in one unified system.
Support for Offline Signed Contracts
Contracts are still being signed offline for reasons ranging from tech issues to customer requirements. Maple integrates contracts signed outside the digital system into a streamlined contract workflow. This ensures that all contracts, whether signed online or offline, are managed consistently.
- Offline Integration: The feature allows users to mark contracts as signed offline, enabling them to upload signed documents that were completed outside of the digital system.
- Workflow Continuity: Even if the final signed copy is not immediately available, users can proceed with the workflow, ensuring that the contract moves forward in the process without delays.
- Centralized Management: Signed contracts can be downloaded and shared from within the platform, maintaining a centralized repository for all contract documents.
Benefits of Flexibility in Contract Workflows
Maple empowers your sales teams by providing a customizable contract workflow, offering the structure or flexibility needed to close deals efficiently and effectively.
Reach out to learn more about how Maple can energize your sales motions.