Product training 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 product training videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Publish them as courses in a branded customer academy and see who completed them.

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

What are product training videos for contract management software?

Product training videos for contract management software are short lessons that teach established users deeper work, such as reporting on renewals or negotiating redlines online. Teams rarely find time for live training, and new sales reps keep joining. Trainn creates the lessons from recordings and groups them into courses.

Common product training workflows for contract management software

Common product training workflows for contract management software
WorkflowWho records itBest formatSensitive data on screenWhat triggers an update
Report on contract data, renewals and risks Customer success manager Video Contract values Report builder changes
Negotiate redlines with the counterparty online Customer success manager Video Clause text Editor changes
Approve contracts from inside the CRM in the right order Customer success manager Interactive walkthrough Deal values CRM app update
Pause, cancel or resume a contract workflow Customer education lead Step-by-step guide Workflow names Workflow options change
Update terms across many contracts at once Customer success manager Video Employee or vendor terms Bulk tools change

What makes training hard for contract management software teams?

Live training doesn't fit customers' schedules

Problem

Legal and sales teams can't find a free hour for a training call.

How to handle it

Offer self-paced lessons and a short Q&A.

Customers only use the basic features

Problem

Teams send contracts but never use reporting or bulk updates.

How to handle it

Teach one advanced feature per lesson.

New people on the customer side need retraining

Problem

New sales reps join every quarter.

How to handle it

Keep a starter course new reps take on day one.

How Trainn creates product training 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 lessons in a training workspace with sample contracts.
  • Use made-up deal values and terms.
  • 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 you create product training videos for contract management software customers?

Start with the advanced workflows established legal, sales and procurement teams use least, record each one as a short lesson in a test account, and group the lessons into courses by role. A simple process for contract management software:

  • Pick the workflows that matter after day 30. For example: report on contract data, renewals and risks, negotiate redlines with the counterparty online and approve contracts from inside the CRM in the right order.
  • Record each workflow once at a normal pace. No script or studio microphone is needed.
  • Let AI handle the editing. Trainn's AI video agent writes the narration, removes mistakes and adds zooms, and can turn a recorded training call into short lessons.
  • Add chapters so viewers can jump to the exact step they need instead of replaying the whole lesson.
  • Group lessons into courses by role and share one link per course, for example in a customer training academy.

For more on planning, see building a customer training program.

Can AI turn existing documents into training videos?

Partly. AI can draft a script from a document, but the most accurate training videos for contract management software come from recording the real product, because documents go out of date and don't show the actual screens. A practical approach:

  • Use the document as your outline. Follow its steps while you record the workflow in a test account.
  • Let AI write the narration from what you do on screen. Trainn turns your clicks or your spoken explanation into a clean AI voiceover.
  • Reuse recorded training calls. Upload a past webinar and Trainn's AI video agent cuts it into short, focused lessons.
  • Keep a written version too. Trainn turns every video into a step-by-step guide, so the document stays useful and matches the screens.

See how to add AI voiceover to training videos.

How do you measure the ROI of customer training?

Measure customer training ROI by comparing what trained legal, sales and procurement teams do differently with the cost of training them: wider feature use, fewer support tickets and less live-training time for your team. What to track for contract management software:

  • Use of advanced features taught in lessons, such as “report on contract data, renewals and risks”, before and after customers complete the course.
  • Support tickets on trained topics, for example questions about “negotiate redlines with the counterparty online”.
  • Hours of live training replaced. Every self-paced lesson a customer completes is time your team didn't spend repeating the same session.
  • Completion and drop-off for each lesson, to see which ones work and which need fixing.

Trainn's video analytics show who watched each lesson and where viewers stopped.

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 “report on contract data, renewals and risks”, 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.