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Contracts 101: A Guide for Sales Success
Contracts 101: A Guide for Sales Success
Contracts 101: A Guide for Sales Success

About the Course

Welcome to Contracts 101: A Guide for Sales Success! This course is meant for new hire AE's or those who need a refresher on working with contracts in SpotDraft and will help streamline contract management, legal help requests, and the submission process. By completing this you can expect faster processing on your agreements.

By the end of this course, learners will be able to:

  • Identify and explain the purpose of different contract types: NDA, MSA, DPA, and BAA.
  • Demonstrate an understanding of SpotDraft to generate contract templates, submit agreements, request redlines, and route contracts for signatures.
  • Utilize Salesforce to request legal help for contract documents and understand best practices for linking SpotDraft with Salesforce.

Course Categories

Sales Academy

Course Instructor

Joe Cefalo
Joe Cefalo
Course Progress
Not started
Enroll
Course Outline
  1. Introduction
    1. Course Agenda
  2. Contract Types
    1. Non-Disclosure Agreement (NDA)
    2. Master Subscription Agreement (MSA)
    3. Data Protection Agreement (DPA)
    4. Business Associate Agreement (BAA)
    5. Order Forms
    6. Knowledge Review
  3. SpotDraft CLM Tool
    1. What is SpotDraft?
    2. Knowledge Review
  4. Working with Legal
    1. How to Get Help
  5. Course Wrap-Up
    1. Course Reflection
    2. Course Evaluation
course
Contracts 101: A Guide for Sales Success
Contracts 101: A Guide for Sales Success
Course Progress
Not started
Enroll

About the Course

Welcome to Contracts 101: A Guide for Sales Success! This course is meant for new hire AE's or those who need a refresher on working with contracts in SpotDraft and will help streamline contract management, legal help requests, and the submission process. By completing this you can expect faster processing on your agreements.

By the end of this course, learners will be able to:

  • Identify and explain the purpose of different contract types: NDA, MSA, DPA, and BAA.
  • Demonstrate an understanding of SpotDraft to generate contract templates, submit agreements, request redlines, and route contracts for signatures.
  • Utilize Salesforce to request legal help for contract documents and understand best practices for linking SpotDraft with Salesforce.
Course Outline
  1. Introduction
    1. Course Agenda
  2. Contract Types
    1. Non-Disclosure Agreement (NDA)
    2. Master Subscription Agreement (MSA)
    3. Data Protection Agreement (DPA)
    4. Business Associate Agreement (BAA)
    5. Order Forms
    6. Knowledge Review
  3. SpotDraft CLM Tool
    1. What is SpotDraft?
    2. Knowledge Review
  4. Working with Legal
    1. How to Get Help
  5. Course Wrap-Up
    1. Course Reflection
    2. Course Evaluation

Course Categories

Sales Academy

Course Instructor

Joe Cefalo
Joe Cefalo