What's New in Ironclad: January 2025

Click Follow in the 2025 Release Post section to be notified when there is a new release.

 

Ironclad Salesforce Integration Enhancements

Respect Sequential Approvals in Salesforce

If sequential approvers are configured in Ironclad, the Next Steps module will now reflect the approval order. Approvers can only approve the workflow when it’s their turn.

When it’s time for approval, the approver will receive an email with options to approve via email by clicking Reply to Approve, or they can click Open Contract to review and approve the contract directly in Salesforce.

In the Next Steps module, the following statuses may appear for each approver:

• Pending: It’s not yet the user’s turn to approve. They will receive an email notification when it is.
• Requested: Approval has been requested via email.
• Approved: The user has approved the contract.

If the workflow is paused, all approvals will be reset when it is resumed.

For more information on sequential approvers in Salesforce, refer to Complete Ironclad Approvals in Salesforce.

 

Cancel, Pause, and Resume Workflows in Salesforce

You can now track and manage your workflow directly within Salesforce using the Ironclad Next Steps component on the Ironclad workflow object. To pause, cancel, or resume a workflow, click the down arrow next to View in Ironclad. From there, you can select Pause Workflow, Cancel Workflow, or Resume Workflow, depending on the current stage of the workflow.

To learn more, refer to Cancel, Pause, and Resume Workflows in Salesforce.

 

Configure User Languages in Salesforce

You can now enable translations in Salesforce. This functionality allows you to manually add translations for Ironclad components in various languages. Users can then change their language settings and the Ironclad components in their workflows will display your provided translations.

When translations are first enabled and custom labels are manually translated, multi-language users may not immediately see the translation changes. This is because of how Salesforce loads translations and their priority against loading from cached data.  In order to ensure you can see the translations, you will need to clear your browser cache and perform a hard reload on the page.

To learn more, refer to Configure User Languages in Salesforce.

 

Record Sync Errors Displayed on Integrations Error Page

The Ironclad Errors page now displays Ironclad record sync errors in addition to all other integration errors. You can filter errors by type, ID, source, date range, severity, and status. For each error, you can view additional information (when available) and dismiss it if you determine no action is required. You can also subscribe to email notifications for key errors related to integration, user management, and bulk actions.

To learn more, refer to Troubleshoot Ironclad Integration Errors.

 

---

 

Ironclad Connector on Mulesoft

Ironclad Connector on MuleSoft enables you to easily connect Ironclad to 400+ apps through Mulesoft. With this connector, you can:

• Build integrations to launch workflows in Ironclad using data from third party apps.
• Sync data between third party apps and Ironclad during in-flight workflows.
• Sync contract metadata back to third party apps after the contract is fully executed.
• Fully customize it to meet your specific integration use case with minimal code.

To learn more, refer to Ironclad Connector on Mulesoft Overview.

 

---

 

Updated AI Playbooks

New action buttons and updated copy make it easier to quickly review clause flags for all playbooks users.

When a clause is out of compliance and requires approval, our AI will now propose revisions to best match your preferred terms (as specified in the workflow's AI Playbook) with minimal adjustments to the contract language.

For more information on AI Precise Redlining, refer to Use AI Precise Redlining to Review a Contract.