Product videos and guides for contract management software

Most contract management software companies need one type of product video for each stage of the customer lifecycle where customers get stuck. For contract management software, that means:

• Product demo videos: Show legal, sales and procurement buyers a contract created from a form, approved in the CRM and signed online.
• Customer onboarding videos: Take a new team from its first template to its first signed contract with a renewal reminder set.
• Product training videos: Teach established users reporting, online negotiation, approvals inside the CRM and bulk updates across many contracts.
• Implementation & setup guides: Walk teams through the CRM app, field mapping, older contract imports, intake forms and user sync.
• Admin & configuration videos: Show admins how to set who creates each contract type, template workflows and clause approval rules.
• Help center & support videos: Answer the questions that come in near quarter end, like a missing contract type or an expired signing link.

Trainn creates each of these from screen recordings. See how video creation works.

Contract management rollouts usually fail after implementation because the teams who must use the product, such as sales, procurement and legal, never fully adopt it. Templates go unused, approvals happen outside the tool and users fall back to email. Common causes and how videos help:

• Users don't know the new way of working. Short onboarding videos show each role its steps, from creating a contract from a template to sending it for signature.
• Setup was never finished. Clear guides for CRM connection, field mapping and user sync let teams complete setup without waiting for a call.
• New users keep joining. A starter course trains new sales reps on day one.
• Training sounds inconsistent. One AI voice across all videos makes the library feel like one product.

See customer onboarding videos for contract management software.

Let the people who know each workflow record it, and let AI do the editing. At most contract management software companies that means sales engineer, product marketing manager, customer success manager and onboarding specialist, none of whom need video skills:

• Record the workflow once in a test account, at a normal pace, with no script or studio microphone.
• Let AI edit. Trainn's AI video agent writes the narration, removes pauses and mistakes, adds zooms and applies your branding.
• Reuse recorded calls. Upload a past onboarding or training call and get short, focused videos from it.
• Keep a reviewer in the loop. The agent never publishes on its own, so a product or compliance reviewer approves every video.
• Get a guide for free. Every video also becomes a step-by-step guide.

For a method, see how to turn screen recordings into tutorial videos.

Create each video and step-by-step guide once, then publish it wherever legal, sales and procurement teams already look for help, so the answer reaches them inside their work instead of on your website:

• Inside the product. Short walkthroughs shown as in-app guides help legal, sales and procurement teams on the exact screen where they get stuck.
• In the help center. A video and its guide embedded in each help center article answer questions without a support ticket.
• In a branded academy. Onboarding and role-based courses can sit in a branded customer academy, so new users can start on day one.
• In emails and support replies. One share link works everywhere, and when a screen changes the same link shows the updated video.

SpotDraft, a contract management platform, used Trainn to create 100 training videos in 45 days. According to the SpotDraft customer story:

• Consistent voice. Customer success records each workflow once and Trainn adds the AI voiceover.
• A walkthrough for every new feature, recorded by the product team.
• Less repetition. Customers watch the library instead of sitting through the same one-hour walkthrough.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your contract management software, such as one setup or support workflow, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.