Revenue Contract Agent Skills

Revenue Contract Creation:

Extracts relevant information from contracts, such as company and customer details, amounts, dates, and payment terms.
Populates corresponding contract header and line fields in Workday.
Provides an efficient side-by-side review of the generated contract draft with the original document by using highlights and annotations.
Enables manual adjustments and provides the ability to select from additional value suggestions before submission.

Revenue Contract Creation generates contracts from contract types such as:

Master Services Agreement
Order Form
Purchase Order (PO)

Example: On the

Create Customer Contract

task, you upload a signed PO PDF into Workday. Revenue Contract Creation identifies core PO information, such as the customer name, effective date, amount, and payment terms. It then moves this information to a draft contract on the task, ready for your review and any necessary edits.

In a side-by-side view, Workday populates annotated fields based on the data extracted from the PDF. When you select an annotation in the Workday contract, Workday highlights the equivalent text in the corresponding PDF for more efficient reviewing and editing.

You can also select the annotations to view pop-ups. The pop-ups provide details on values extracted and populated, such as whether you have edited a value. You can also view, accept, or reject additional suggested values.

You can also upload documents to update existing customer contracts in Workday. See Update Contracts With Uploaded Documents.