Create Dynamic Templates

Learn how to prepare and implement dynamic templates with Clickwrap to provide your counterparties with a self-service, personalized contracting experience, and save your team time.

When you complete this course, you will be able to:

- Describe the potential business value of using dynamic templates
- Identify opportunities to use dynamic templates in your business
- Identify and define the components of dynamic templates
- Configure tokens, conditions, and dynamic tables in the Clickwrap editor
- Follow best practices to prepare and implement dynamic templates with Clickwrap

Time Commitment: 40 Minutes

Audience: Ironclad Admins

Suggested prerequisites: Ironclad Clickwrap Overview, Clickwrap Design and Project Planning

Do you require personalized contracts with your counterparties, but the volume of agreements is too much for your internal teams to negotiate, review, and approve in a timely manner?

Dynamic templates in Ironclad Clickwrap can help solve this problem by supporting a self-service contracting process for non-negotiable, yet personalized agreements, according to standards you set.

In this course, you will learn how to configure the components of a dynamic template in order to cater your terms to your counterparty or the agreement's context. With dynamic templates as part of an embedded Clickwrap agreement, your team can introduce a totally self-service, scaled contracting solution, within your own environment, to minimize time-consuming negotiation and approval work streams and still provide your counterparties with personalized agreements.

This course was last updated on 06/22/2022

When you complete this course, you will be able to:

- Describe the potential business value of using dynamic templates
- Identify opportunities to use dynamic templates in your business
- Identify and define the components of dynamic templates
- Configure tokens, conditions, and dynamic tables in the Clickwrap editor
- Follow best practices to prepare and implement dynamic templates with Clickwrap

Time Commitment: 40 Minutes

Audience: Ironclad Admins

Suggested prerequisites: Ironclad Clickwrap Overview, Clickwrap Design and Project Planning

Do you require personalized contracts with your counterparties, but the volume of agreements is too much for your internal teams to negotiate, review, and approve in a timely manner?

Dynamic templates in Ironclad Clickwrap can help solve this problem by supporting a self-service contracting process for non-negotiable, yet personalized agreements, according to standards you set.

This course was last updated on 06/22/2022

Create Dynamic Templates

Learn how to prepare and implement dynamic templates with Clickwrap to provide your counterparties with a self-service, personalized contracting experience, and save your team time.

About this course

Do you require personalized contracts with your counterparties, but the volume of agreements is too much for your internal teams to negotiate, review, and approve in a timely manner?

Curriculum40 minutes

Do you require personalized contracts with your counterparties, but the volume of agreements is too much for your internal teams to negotiate, review, and approve in a timely manner?

Create Dynamic Templates

Learn how to prepare and implement dynamic templates with Clickwrap to provide your counterparties with a self-service, personalized contracting experience, and save your team time.

About this course

Do you require personalized contracts with your counterparties, but the volume of agreements is too much for your internal teams to negotiate, review, and approve in a timely manner?

Curriculum40 minutes

Do you require personalized contracts with your counterparties, but the volume of agreements is too much for your internal teams to negotiate, review, and approve in a timely manner?

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