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July 2024

AI-Assisted Redlining and updates to Finalize for Salesforce

In July, we released some great new features - we’ll leave it up to you to decide which takes the gold. Read on to learn more about AI-Assisted Redlining in the Word Add-In and new updates to Finalize for Salesforce. 

Let’s check them out! 

What’s new in contract lifecycle management?

 

Speed up redlining with generative AI 

In the LinkSquares Microsoft Word Add-In you can view all your agreements housed in LinkSquares Finalize, add new versions, and chat with your team without leaving Word.

And thanks to generative AI, you can review AI-generated summaries of in-flight agreements, ask the AI questions about an agreement, or speed up negotiation with the latest release — AI-assisted redlining.

With AI-Assisted Redlining, you can:

  • Build drafting rules in the Word Add-In to outline your preferred positions or language for the AI to flag for review.
  • Review flagged deviations and proposed redlines.
  • Insert AI-generated redlines with the click of a button.


 

AI-assisted redlining: Now available in the Finalize for Microsoft Word Add-In 

 

Upgrade your Finalize App in Salesforce to access new enhancements
 

  • Ingest quote documents generated by Salesforce CPQ right into Finalize: Now, when creating an agreement off of 3rd Party Paper, users have the option to pick from the primary quote’s content documents as the Finalize Agreement.
  • Upload larger files without interruption: With increased support for file size, you can now upload larger files to Salesforce matching the experience currently available in Finalize.
  • Pen Status is now recorded to the Salesforce object for native reporting: Pen Data is now recorded on the Finalize Agreements Object as its own field and can be leveraged in native Salesforce reports for enhanced visibility.
  • Revert an agreement when in Fully Signed status: Admins can now revert agreements back to any status other than Paused or Request Pending right from Salesforce.
  • Find Templates more easily by filtering on Category and Agreement Type: Quickly find the template you need when creating new agreements by filtering options by Category and Agreement Type. No need to know the exact template name. 

 

Finalize for Salesforce Package 2.16: Upgrade your package today on the Salesforce AppExchange. 

 

Join us for our upcoming webinar! 

From Stressed to Streamlined: How the right tools can transform legal work
Tuesday, August 13 at 1:00 p.m. ET

 

4 Speakers



Contracts are the lifeblood of every business, shaping the way teams collaborate, make financial decisions, engage with vendors—the list goes on. This is why it’s imperative to connect contracting workflows across business tools so everyone has what they need where they need it. 

Join us for a 45-minute webinar where we’ll explore the importance of integrating your contract lifecycle management (CLM) tool with your key business applications.

Don’t miss out. Save your spot today!