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What is the best way to share a specific meta data field with other users regularly? Our marketing team would like to be alerted of marketing rights on our contracts (both standard and nonstandard). We currently have it setup as a fallback and requires their approval for nonstandard - but wondering if there is a better way…
I often have end users copy the workflow in emails so that we can track the email chain in Ironclad. However, I would love to know who was sent and copied on that email in the message/chatter area when my personal email was not copied in that email.
Hey there! I'm working on a project where the contract is templated, but we want to automate where the redlines are redirected from an approval standpoint based on which paragraphs contain redlines. So, the contract comes back, and the Indemnity Clause is modified (goes to Legal); the number of widgets and delivery…
Hi all! We are working to automate our process to remove users from the system, using the API via SCIM. We have workflows across procurement, sales, and legal. Ironclad only allows you to reassign the workflows to the default user in the admin group. How do you all handle the subsequent process of getting these workflows…
Hi All, I recently posted this question in the Ironclad Community: How can I add multiple filters in a dynamic table - Ironclad Community. Based on the feedback, I’m planning to create multiple formulas on the Salesforce side, one for each table. Table 1 Formula: SBQQ__SegmentIndex__c = 1 AND (Product_Type__c = 'Software'…
Hi I am seeing html content. is there any way i can remove/convert html content to normal
Hi folks! I'm trying to do something that should be standard and simple. I need to create signatory conditions such that if a contract is < a certain value, then Signer A signs, and if a contract is ≥ a certain value, then Signer B signs. While you can add another signatory and include a condition for when that person…
Hi Team, I am trying to create a table for Salesforce. Please find the below screenshot. I have added 1 condition Segment Index Custom = 1 but I need to these many conditions. How can I do it? SegmentIndex_Year__c = 1 AND (Product_Type__c = 'Software' OR Product_Type__c = 'Software Discount (One-Time)' OR Product_Type__c…
Hi all - For those of you who will be in LV next week for RLLB, we will be there with strong team and I personally look forward to meeting as many of you as possible. Reply here is you would like to organize something!
Hello! Curious who in the community has integrated their Salesforce instance with Ironclad? We are looking to start using the integration, but would like insights into how others are using it, what information to you treat as the "source of truth", what ideas you may have implemented.
