Use case

One contract, one team, one place

Drafting, feedback, approvals and signature happen in a shared, tracked space. Email chains and conflicting versions no longer have a role to play.

One reference version

Everyone works from the same document, with the version history at hand.

Feedback in one channel

Comments and tracked changes stay attached to the contract, not scattered across inboxes.

Structured approvals

Approval workflows collect internal sign-offs according to the mode you chose.

In the product

What you actually do with Docform

The Docform features that address these needs, as they exist in the application.

app.docform.aiSales agreementApproved templateSection 5 · DiscountCMSalesLegalcan you check?Contract teamSLLegal departmentTemplates, clausesABLegal OpsFlows, repositoryCMSalesCreates the contractRHProcurementFrom a templateApproved clauses
01

An editor designed for contracts

Each contributor works within the template, protected fields and clauses stay locked, and every version is kept.

app.docform.aiNegotiation portalExternal partnerv4Section 6 · PaymentPayment within30 days60 daysPBPartnerSuggested change30 days → 60 daysAcceptRejectJDCommentVersion 4 added to history
02

Negotiating with the counterparty

The counterparty accesses the document in the external negotiation portal. They comment and propose tracked changes, which you accept or reject one by one.

Approval flow · Supplier contractThe right people, in the right orderActiveLegalApprovedFinanceApprovedLeadershipTo approveBefore: approvals by emailLeadership notifiedStep 3 of 3
03

Structured approvals

No-code workflows for your internal approvals, in three modes: at least one approval, all approvals, or all approvals in order. Each approver is notified.

app.docform.aiDraftedApprovedSignatureTo signServices agreementSigner: L. BernardYour signatureLBL. BernardInvitedI read the contractSign
04

Signature to close

Once everyone agrees, the built-in electronic signature goes out from the same screen. Signers authenticate with a one-time code sent by email.

The job

How a negotiation loses the thread

Negotiation happens as much in the exchanges as in the text.

01

Versions travel by email

Each party marks up its own copy, and merging the feedback becomes a job in itself.

02

Decisions get lost in threads

A call made in a conversation appears nowhere in the document.

03

External parties have no place

Without a shared space, the contract leaves the tool as soon as a third party joins.

Frequently asked questions

What people ask us most

How do you negotiate a contract as a group without sending attachments?

The document stays in Docform: everyone works from the same version, with the change history and comments attached to the text.

Can external people take part?

Yes, through the external negotiation portal: they access the shared document, comment, propose tracked changes and sign, with no access to the rest of your repository.

How do you see what changed between two versions?

Versions are kept and can be compared, and proposed changes are accepted or rejected one by one.

How do internal approvals fit with the negotiation?

The approval workflow sets who must approve and in which mode. The contract goes out for signature only once the version is final and the approvals are in.

How do you close a negotiation cleanly?

The final version goes out for electronic signature from the same folder, and the signed document comes back there with its evidence file.

Move your contracts forward together

A demo of external negotiation and approval workflows.