Contracts that cannot disagree with the CRM.
Version X generates contracts from the customer and deal records that produced them, sends them for signature in product, and keeps the executed document and its renewal date on the account. Available from the Scale tier.
Today
- Contract details are retyped from the CRM, so eventually they diverge.
- Executed documents live in an inbox and a shared drive.
- Renewal dates are tracked by whoever remembers.
On Version X
- Generated from the record, so the names, terms and dates match by construction.
- Signed in product, with the executed document on the account.
- Renewals are records, arriving with the account’s recent behaviour attached.
Who does this work
Not a tool you operate. Ori orchestrates, and the heads below do the work on your desk.
Head of Sales
Keeps every deal moving, and knows what finance and support have already seen on the account.
Head of People
Holds employment records, onboarding and permissions on the same graph as the work itself.
Head of Legal
Drafts from the record that produced the deal, and checks the clauses before anyone signs.
Meet the rest of the team, and add specialists of your own wherever you need them.
The modules you will live in
Questions.
Do we still need DocuSign?
Not for contracts generated from your own customer records. E-signature is included from the Scale tier at no additional cost.
Are the signatures legally valid?
Electronic signatures are recognised under eIDAS in the EU and the Electronic Communications Act in the UK, and Version X keeps the audit trail with the executed document.