LinkSquares has a native integration with Salesforce both here on the pre signature solution finalized, but also connecting to our repository analyze.

The LinkSquares finalized Salesforce integration allows sales users to access different templates, workflows, request forms within Salesforce and initiate off those different forms. They can request agreements. They can self-service draft off preapproved templates, all living within Salesforce. Instead of having to come into a CLM, they can access all those within Salesforce and can also communicate with legal or other departments working within LinkSquares while they are staying within Salesforce.

In terms of our integration, it is a native integration. It can live at different object levels as well within Salesforce.

So hopping example, let's say I am a sales rep working at an opportunity. I'm engaging with One Wire Net Corporation, and I want to request or want to request or create an agreement. You'll see down below, we have a couple aspects of our integration. This first piece here is our drafting component.

So this is showing the sales rep different preapproved templates or workflows that they'd have access to initiate off of. Again, these are controlled and preapproved from legal or other departments within LinkSquares. So sales can access these preapproved templates and can self-service draft off those and different workflow types like intake workflows. Let's say customer sends their paper over for review or we have a security questionnaire.

We wanna intake and tag in IT.

We can have all those different workflows within Salesforce as well where those can be dragged and dropped into those corresponding workflows for review.

We also have request forms. This allows for different users to submit requests to requests to legal or other departments for more complex agreements that they do not want to self-service initiate. So essentially, you can have those guardrails in place where in certain instances requests are simply submitted as well.

With the Salesforce integration, not only a sales able to create agreements and access those templates, but essentially any of that data that lives in Salesforce, we can automatically configure those templates and pull in that data to automatically populate into the templates.

So let's say I'm creating an MSA as a sales rep. I can select the corresponding template. It now walks me through a q and a process to initiate the agreement.

All of these questions and the inputs into the template are configurable within LinkSquares.

So these are just examples from my MSA. I have the sales rep fill in agreement name, counterparty information, where is the counterparty located, deal size, etcetera.

Think of this as providing context into this agreement itself so that when legal is brought in, they have all the details and the information they may need. You'll see with number one and number two, these automatically populated.

So, again, we can configure these templates to pull from different levels in Salesforce. The counterparty point of contact lived at the account level. We automatically pull that in. We had a formula for agreement name. So it really can be hands off for sales. They can just create the agreement. And if this data lives in Salesforce, it can automatically pull in.

Next as well are the document fields. So these are the inputs going directly into the agreement. You'll see here a lot of these automatically populated as they are fields within my Salesforce account. So sales doesn't need to input certain instances, you can give sales the ability to select from a pick list, contract term maybe, or even access preapproved language that they can insert into the document.

So we have clause library language that, again, can be enabled so that sales can access governing law, provisions, standard, fallbacks, so they don't need to get additional legal approval in order to utilize those provisions.

Once they save this agreement, it brings them to essentially a negotiation hub within Salesforce, and that's really where they'll have holistic visibility into their entire negotiation.

So from Salesforce, we just created the agreement off our standard template.

It brings us to this page where I can view version history below. So even as we go back and forth with the counterparty, all those versions will be tracked even as legal uploads their versions from Word and from LinkSquares. I can track those latest versions.

And, again, for that version, I just created offer standard template. I can pop this open to preview from Salesforce.

You can see highlighted are the inputs just to showcase from a sales perspective, the agreement that I just created off our standard template.

Not only can I create the agreement, but we can also funnel the document for review to the counterparty from Salesforce?

So this is really where we can email right from the system.

And the way the LinkSquares where it's email works similar to within LinkSquares where it's finalized from Salesforce is allowing the counterparty to not change their process. So we're simply emailing them a version of the document. The sales user sends that email to the counterparty. They receive an email with the MSA attached. But we attach that email a unique identifier, which allows for any response to that email from the counterparty and their red lines to be automatically pulled back into the system and categorized as the latest version.

That way, again, the sales rep can see where the document sits, where their negotiations are, what the status is, what version history is, and other things as well from Salesforce like this activity feed. They can track an entire audit log of this negotiation.

You can see when the sales user created it, when the approvers were added, when the email correspondence occurred, and this even functions as an internal chat mechanism.

So we can have chat and collaboration surrounding this negotiation right alongside this particular agreement from Salesforce, and it connects to other users working within LinkSquares or Word. So regardless of the platform users are working in, you have that centralized collaboration ability.

To showcase the bilateral nature of integration as well, I'll switch personas for a second and showcase the legal lens. Let's say I'm legal being brought into this MSA that sales created. If I hop back into finalize, on this main page, we can see that new agreement. I can see it was generated from Salesforce, what template initiated off of, what the status is, status time, author, etcetera. And if I open it up, we'll have similar visibility to what sales saw in Salesforce.

From a legal lens, I can view version history below. We can track versions, their time stamped, numbered, and audited. We can even do version comparisons as we go back and forth with the counterparty.

But, of course, here as well, we even have that activity feed. So that full audit as I'm brought into this negotiation different emails or threads, different modes of communication, you can have all that right alongside the versions.

Holistically as well, this even connects to Microsoft Word. So from the legal lens, let's say I am working within Microsoft Word. We do have our Word application here where I can review the document. I can edit. I can use different methods of generative AI to assist me with review. But, again, holistically, it's connecting back to the sales team within Salesforce.

So even if I come up with a question when legal is in the document and I want to ping the sales user asking them a certain question, I can do that from Word, from LinkSquares, and they receive that information and that notification.

They receive that information within Salesforce.

So just hopping back here to the sales perspective. Again, sales had visibility into any versions that legal uploaded. They can see that communication, where they were tagged in, and they can manage their negotiations from Salesforce.

Even approval processes as well. Sales will be able to see where their document sits in the internal approval process.

So this can be conducted from Salesforce for sales for sales managers or directors or, you know, people who are being brought in for approval, but also from legal, finance, non sales users within link source can review and approve these documents.

However, the end user sales person can actually track their documents and see who has the next step. So they're never wondering where their documents are. They're never wondering what the next step is. They can have full visibility from Salesforce into that.

Once the agreement has been fully approved, which I can just showcase, the document will be marked as ready for signature.

So at this point, the status updates and again the sales perspective can have visibility into that. It's been fully approved and at this point, it can connect to signature. So So sales can send out we have a DocuSign integration, Adobe Sign, LinkSquares Sign as well. So you can route for signature, and then, of course, we track the document. You'll get updates when it's out, partially signed, fully signed, and we can pull that fully signed version back in from signature to be signature to be stored as a latest version and then sent to the repository as well.