Clause Groups in Deal Manager allow users to organize multiple clauses into reusable sets. These groups can be quickly merged into proposal templates, streamlining the document creation process.
⚙️ Setting Up Clause Group Tokens
To create and manage Clause Groups, follow these steps:
Step 1: Navigate to Clause Group Settings
Go to Company Settings > Deal Settings > General Settings > Clause Group Tokens
Step 2: Create a New Clause Group Token
Click the Add Clause Group Token button
Enter a Token Name for the group
Click Save to create the token
Step 3: Edit and Attach Clauses
Click the Pencil icon next to the token to edit the group
Use the dropdown list to attach clauses to the group
All clauses previously set up in Voyager will appear in the dropdown
Clause Groups make it easy to merge predefined sets of clauses into proposals with minimal manual effort.
📝 Use Case Example
Let’s say you frequently use a set of clauses for retail lease proposals. You can:
Create a Clause Group Token called Retail Lease Clauses
Attach all relevant clauses (e.g., rent escalation, signage rights, renewal terms)
Merge the entire group into your proposal template with a single token
📞 Contact Support
Need help setting up Clause Groups or managing clause tokens? Contact our support team:
Email: [email protected]
Phone: +1 (800) 555-0199
Live Chat: Available in the bottom-right corner of the Deal Manager interface