Gartner® Critical Capability · Intake & request
Contract Request
How IntelAgree delivers it
IntelAgree’s Smart Forms provide a streamlined, guided intake experience, letting users submit requests, trigger reviews, or begin new agreements through structured, context-aware questions tailored to each agreement type. Inline validation ensures requestors provide complete, accurate information from the start.
Requests can also be initiated directly from third-party systems such as Salesforce. When a Smart Form is launched in Salesforce, users complete it end-to-end without leaving their CRM — so teams begin contracting from the applications they already rely on.
After submission, requestors track status within IntelAgree or in the integrated system where the request originated. Administrators control each Smart Form’s fields, logic, and conditional rules, and real-time validation reduces rework by flagging missing information before submission. When a request involves multiple related agreements, IntelAgree preserves those relationships throughout intake.
Saige Assist
AI built into this capability
Saige Assist helps requestors get it right the first time.
- Saige Assist: ChatSurfaces related examples or clause insights when additional clarity is helpful during intake.
In their words
“We reduced turnaround time by eight hours per contract just by improving our request and intake process.”
— Mid-Sized Staffing Firm
Where it fits
Contract Request in the lifecycle
Intake & request
Intake & request
Create & assemble
Common questions
Can contract requests start from Salesforce?
Yes. Smart Forms can be launched directly in Salesforce and completed end-to-end without leaving the CRM.
How do requestors track status after submitting?
Requestors track status within IntelAgree or, when applicable, through the integrated system where the request originated.
See Contract Request in your workflow.
Walk it on the agreements your team already runs — in the systems you already use.