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Solution · Deal Capture & Negotiation

From first enquiry to executed agreement — one record, not a mail thread.

TradeX runs enquiries, offers, counter-offers, and agreements through one negotiation record — with templates, clause libraries, approvals, and e-signature — flowing straight into a purchase or sales order with no re-keying.


The challenge

Where spreadsheets fail on deal capture & negotiation.

01

RFQs live and die in email

Enquiries, offers, and counter-offers get negotiated over mail threads with no shared record of what was actually agreed.

02

Agreements re-keyed into orders

By the time a deal is confirmed, someone re-types it from an email into a purchase or sales order.

03

Templates live on someone’s laptop

Contract templates and clause libraries are personal files, not a shared, versioned system.

04

Approvals buried in inboxes

Who approved what, and when, is impossible to reconstruct from a mail thread months later.


How TradeX helps

Built for deal capture & negotiation — not bolted onto a generic CTRM.

Enquiry-to-agreement pipeline

Enquiries, offers, counter-offers, and agreements flow through one negotiation record with delivery schedules — from first contact to signed deal.

Templates & clause library

Generate agreements from versioned templates and clauses, with approvals and e-signature built in.

Straight into the order

An executed agreement flows directly into a purchase or sales order — no re-keying, no second entry.

Full negotiation audit trail

Every counter-offer, amendment, and approval is recorded against the agreement, not scattered across inboxes.


Outcomes

What changes on day one.

  • One negotiation record from enquiry to executed agreement
  • Zero re-keying between agreement and order
  • Templates and clauses shared and versioned, not personal files
  • A full audit trail of who approved what, and when

See TradeX solve deal capture & negotiation.