How have others implemented functionality that will signify and point to previously negotiated T&C? (Or that the counterparty has been unwilling historically)
Our sell-side contracts are primarily governed by customer paper. Often, we will be presented with boilerplate contract for services T&C as part of a customer PO. We painstakingly negotiate those, have the existing T&C supplanted on that PO, only to have the next PO present boilerplate terms once again. Prior to engaging on the new T&C, we fumble through our Ironclad Repo opening workflows and parsing out history to inform us how to proceed on the latest.
What I would like to implement is something that indicates, based on counterparty information inputs in a subsequent workflow, 1.) if the counterparty negotiated, 2.) point to the result of that for rinse-and-repeat, and 3.) if they have declined to negotitate in the past and when.
