cONTRACT MANAGEMENT

CLM Software Clicks Better With Whatfix’s Digital Adoption Platform

Enable your employees on Icertis, DocuSign, SAP Ariba, Conga, or any CLM software application with contextual in-app guidance, reinforcement training, and moment-of-need support built with Whatfix’s no-code content editor to drive CLM end-user adoption across sales, legal, procurement, etc. and achieve contract technology outcomes.

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DAP on CLM Software Benefits

Whatfix drives business outcomes with better digital contract management experiences.

Enable your CLM end-users with contextual assistance and drive digital contract process adoption.

Reduce time-to-proficiency and enable contract management software end-users with contextual, guided in-app experiences like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve business outcomes.

Support CLM application end-users at the moment of need.

Whatfix enables all CLM application end-users to complete contract-related tasks such as creating RFPs, finalizing contracts, validating contract data, etc. with in-app performance support at critical moments – eliminating digital contract friction, reducing errors made by end-users, and improving process governance.

Understand how end-users engage with your contract processes and optimize workflows.

With Whatfix Guidance Analytics, analyze how CLM application end-users engage with your Whatfix-built in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, capture and analyze CLM end-user behavior and adoption without engineering support, including user actions, attributes, event tributes, and auto-capture to better frictionless digital contract experiences and workflows.

Whatfix DAP Features FOR CLM

Whatfix Enables Contract Management End-Users

In-App Guidance

Use Whatfix’s no-code Visual Editor to create in-app guided content in your CLM applications like Flows, Task Lists, Smart Tips, Beacons, Pop-Ups, Field Validations, and more. Onboard new end-users quickly with Tours and Task Lists, manage constant change with Pop-Ups, drive process adoption with Flows, alert users of timely information with Smart Tips, and more.

Self Help

Self Help is an in-app resource center that integrates with your end-user support content and company policies like your company procedures, procurement SOPs, playbooks, workflows, training resources, and more, providing a searchable help center with contextual answers to end-user queries. Self Help entries trigger in-app Flows to guide end-users through e-contracting processes.

Guidance Analytics

Guidance Analytics provides CLM application end-user engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.