Help center & support videos for contract management software

Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your contract management software into help center and support videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Embed them in your help center or inside your app so customers find answers without opening a ticket.

3-day free trial, then $19/month.

What are help center & support videos for contract management software?

Help center and support videos for contract management software answer one question users get stuck on, such as why a signing link stopped working. They matter most near quarter end, when sales teams need contracts signed today. Trainn creates them from screen recordings and recorded support calls.

Common help center & support workflows for contract management software

Common help center & support workflows for contract management software
WorkflowWho records itBest formatSensitive data on screenWhat triggers an update
Why can't I create this contract type? Support specialist Step-by-step guide User names Access rules change
Why doesn't the contract panel work in our CRM? Support specialist Video Record types Supported records change
Why were my approvals reset after I resumed a workflow? Support specialist Video Approver names Workflow behavior changes
Why did my signing link stop working? Support specialist Step-by-step guide Signer emails Link expiry rules change
Why didn't "refresh data" update my contract? Support specialist Step-by-step guide Deal fields Refresh behavior changes

What makes support hard for contract management software teams?

The same questions keep reaching support

Problem

Expired links and missing contract types arrive weekly.

How to handle it

Answer each with one short video.

Customers want answers without waiting

Problem

A deal can slip if a contract waits a day for support.

How to handle it

Put answers in the help center and the product.

Support can't tell which help content works

Problem

Teams can't see which articles stop tickets.

How to handle it

Track which answers get watched.

How Trainn creates help center & support videos for contract management software

Enterprise security, privacy and compliance

  • ISO 27001 certified
  • SOC 2 Type 2 attested
  • GDPR compliant

Recording Contract Tech workflows safely

  • Record answers in a demo workspace, not a customer's account.
  • Use made-up signers, deals and clauses.
  • When editing a recorded call, blur anything real with Blur a Spot. Automatic blur through Trainn's AI video agent is coming soon.

How contract management teams use Trainn

Videos before the call make every call more useful

Having the videos handy is better because sometimes we cannot get that 1-hour training slot from the customer. So I send them the videos to watch before the call. On the call, we have a more informed conversation since the customer has already tried some features out.

Chalormee Basu

Customer Success Lead

Source: SpotDraft customer story

Frequently asked questions

How do help center videos reduce support tickets for contract management software?

Help center videos reduce support tickets by answering the questions legal, sales and procurement teams ask most, at the moment they get stuck, with a short visual answer they can follow without waiting for a reply. How it works for contract management software:

  • Answer the repeat questions first, such as “why can't I create this contract type” and “why doesn't the contract panel work in our CRM”.
  • Show the clicks instead of describing them. Visual tasks are where text articles fail and tickets get opened.
  • Put answers where people look: in the help center, inside the product and in support replies.
  • Keep them current, so customers don't follow an old screen and open a ticket anyway.
  • Measure which answers work by checking which videos get watched and where viewers stop.

See how to write step-by-step guides that reduce support tickets.

How do you add videos to a contract management software knowledge base?

Record each answer once, then embed the video and its step-by-step guide in the matching knowledge base article, so customers can watch or scan in the same place. Steps for a contract management software knowledge base:

  • Start with the most-viewed articles, such as the ones answering “why can't I create this contract type”.
  • Record the fix in a test account, never a customer's account you opened to troubleshoot.
  • Embed one share link per article. When the screen changes, update the video and every article shows the new version.
  • Add the written guide below the video for people who prefer to read or copy exact values.
  • Show the same answer inside the product with in-app tutorials.

Trainn works with your knowledge base; see how to turn screen recordings into knowledge base videos.

Which support questions should become videos first?

Start with questions that arrive every week, need several screens to answer and leave customers stuck until they're solved. For contract management software, that usually means questions like these:

  • Why can't I create this contract type?
  • Why doesn't the contract panel work in our CRM?
  • Why were my approvals reset after I resumed a workflow?
  • Why did my signing link stop working?
  • Why didn't "refresh data" update my contract?

Then add questions that come up after each release. Trainn's video analytics show which answers get watched, so you can see which videos are working and which questions still need one.

How much does Trainn cost?

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 “why can't I create this contract type”, 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.