Features · Sales Contracts & CLM

Sales Contracts

AI-powered contract lifecycle management for every customer deal — from CRM opportunity to signed agreement, obligation tracking, and renewal — without slowing down your sales team.

Close deals faster with AI-powered contract authoring, redline review, and e-signatures — all linked to your CRM opportunity, quote, and invoice.

Round Infinity Sales Contracts connects your CRM directly to CLM. When a deal reaches contract stage, the system selects the right Word (.docx) template — MSA, SoW, Order Form, Customer NDA — and auto-populates merge fields from the opportunity: customer name, entity, deal value, payment terms, territory, and governing law. Sales sends a professional first draft in minutes, not days. When the customer redlines it, upload their .docx and Word's native Track Changes render immediately — no conversion, no reformatting.

AI reviews every incoming redline against your pre-approved clause library, flags non-standard positions, and surfaces fallback clauses legal has already approved. Approval workflows route to legal and finance only when needed — keeping routine deals moving without bottlenecks. Once signed, obligations and renewal dates are tracked automatically so revenue is never lost to an unmanaged expiry.

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① CRM Opportunity 🎯 Deal reached contract stage Quote accepted · $84K ARR ② Auto-Draft 📄 Template + merge fields MSA v4 · fields auto-filled ③ Redline Upload 🔄 Word Track Changes native ⚠ 3 clauses flagged by AI ④ Approval ✅ Legal · Finance · VP SLA: 48h · 1 step triggered ⑤ E-Signature ✍️ Customer + AE sign ✓ Fully executed · 2h 14m ⑥ CRM Updated 🔗 Opportunity → Closed Won Invoice triggered · contract linked ⑦ Obligations 📌 AI-extracted milestones SLA · delivery · payment dates ⑧ Renewal 🔁 Auto-alert · upsell trigger ✓ AE notified 90d out Sales Contracts Dashboard 134 Active Contracts 18 Renewing in 90 Days 7 Pending Signature 2.4d Avg. Time to Sign $12.6M Total Contract Value 91% Renewal Rate This Year
CRM-Linked Contract Initiation
Contracts are initiated directly from a CRM opportunity — no re-entry of customer, deal, or commercial terms. The contract inherits the company name, contact, deal value, payment terms, and territory already on the record. When the contract executes, the opportunity moves to Closed Won and the invoice is triggered automatically.
Word-Based Template Authoring & Merge Field Population
Every sales contract starts from a legal-approved Word (.docx) template — MSA, SoW, Order Form, Customer NDA, Pilot Agreement. Merge fields like {{Customer_Name}}, {{Contract_Value}}, and {{Governing_Law}} are auto-populated from the CRM record. Sales gets a clean first draft in minutes without touching a template manually.
Template Library & Pre-Approved Clause Bank
Legal maintains a library of pre-approved clause variants for every sales contract type — liability caps, indemnification, IP ownership, SLA commitments, payment terms, auto-renewal language. Sales reps and deal desks pick the right clause without waiting for legal on every deal. Only deviations from approved positions require a legal review step.
Word-Native Redlining & Version Tracking
When the customer returns a redlined .docx, upload it and Word's native Track Changes render immediately — every addition, deletion, and moved clause visible exactly as the customer's legal team sent it. Each version is stamped with round number, uploader, and timestamp. The full negotiation history is in one place, not buried in email threads.
AI Clause Risk Flagging & Fallback Suggestions
AI reviews every incoming redline against your accepted clause positions. Non-standard language — uncapped liability, IP assignment, unilateral termination, non-standard payment terms — is flagged by clause, risk level, and reason. The closest pre-approved fallback from your clause library is surfaced immediately, ready to insert for the next round.
Conditional Approval Workflows
Routine contracts on standard terms route for e-signature without a legal queue. Approval steps are triggered only when needed — deal value exceeds a threshold, non-standard clauses are present, or the customer has sent their own paper. SLA timers ensure approvals never stall a close-of-quarter deal without escalation.
E-Signature & Executed Contract Storage
Send approved contracts for legally binding e-signature to all internal and customer signatories. Signing order, real-time status, and automated reminders are managed by the platform. The countersigned document is timestamped, archived in the central repository, and linked to the CRM opportunity, customer record, and invoice.
Obligation Extraction & Delivery Milestone Tracking
AI reads the executed contract and automatically extracts delivery milestones, SLA commitments, payment schedules, and notice requirements. Each obligation is assigned an owner — AE, CSM, or delivery lead — and tracked with automated alerts. Missed delivery dates and SLA breaches are surfaced before they become customer escalations.
Renewal Automation & Contract Analytics
Renewal alerts notify the account owner at 90, 60, and 30 days before expiry — triggering upsell conversations at the right moment, not after the customer has already churned. Dashboards show contract value, renewal pipeline, average time-to-sign, and clause deviation frequency — giving revenue and legal ops full visibility across the portfolio.