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Contractbook

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App

Contractbook

Von HubSpot zertifizierte App

Automatically generate contracts with data from your HubSpot

Erstellt von
Contractbook
Installationen
100+ Installationen
Bewertung

5(1)

Zum Installieren anmeldenErfordert Contractbook-Abonnement

Anforderungen

HubSpot-Produktversion
    Funktioniert mit allen HubSpot-Produktversionen
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HubSpot-Account-Berechtigungen
Erforderliche Account-Berechtigungen anzeigen
Contractbook-Abonnement
Produktversion: Centralize

Übersicht

"Generate smarter sales contracts and stay on top of renewals for good"

Connect HubSpot to Contractbook to generate smarter sales contracts and stay on top of renewals for good.

Speed up contract creation by auto-generating error-proof drafts straight from HubSpot. Automate approvals and reviews using conditional workflows, and negotiate faster with threaded comments and suggestions. Once the contract is signed, auto-generate renewal reminders and tasks, and sync data back to HubSpot to maintain a robust, accurate commercial overview.

With Contractbook, your Sales team can finally focus on what they do best—selling.

Funktionen

All your contracts in one place

Your Home page provides the clarity and overview you need for your organization's contracts. Be sure you're always on top of upcoming due dates, pending approvals, and signature requests.

Manage your contract templates

Build template prepared with editable fields for all the data you need, whether it's dynamic tables for line items or simple property data inputs.

Configure custom approval flows

Set up automation that makes certain specific types of contracts always go through the approvals you need. Use task automation never to miss another future due date.

Generate contracts from deal stage updates

Let your deals and pipeline be the source of truth it's meant to be. Utilize the logged data on deals to automatically draft contracts and forget about the possibility of human error.

Sync back data from signed contracts

Use the opportunity from a signed agreement to validate your source of truth, so that any potential change from a negotiation phase is reflected back on the original property it was populated from.

App-Funktionalität

Datenaustausch
Datenquelle
Richtung der Synchronisierung
In HubSpot
In HubSpot

Company details

Unternehmen

Unternehmen

Company properties details

Unternehmenseigenschaften

Unternehmenseigenschaften

Contact details

Kontakte

Kontakte

Contact properties details

Kontakteigenschaften

Kontakteigenschaften

Deal properties details

Dealeigenschaften

Dealeigenschaften

Owner details

Inhaber

Inhaber

Products details

Produkte

Produkte

Reading and writing deals

Deals

Deals

Weitere Informationen zu geteilten Daten

Contract templates can be configured in any way needed with various types of data fields, which are typically populated by custom deal properties.

Rezensionen

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5/5
    6. Nov. 2023

Contracts are easy with Contractbook

Contractbook is making our lives easier as we are a small sales team that get's into complex contract negotiations given the size of our projects financially. A lot of the time the back and forth between our team and legal and sales on the client side means iterative updates - especially as we are typically a pay-in-advance service.

Welches Problem versuchen Sie zu lösen?

Contract Management in our sales process

Was gefällt Ihnen?

A single deal room makes updates and tracking far easier.

Was gefällt Ihnen nicht?

You have to invest in the workflows to capitalise on it

  • Sullivan, P.

  • Marketing-Services
  • 2 bis 5 Mitarbeitende

Centralize

399 $

/Monat

Connect and use HubSpot data to manage your contracts

  • Contract creation, negotiation, signing and storing

  • All Standard integrations (including HubSpot integration)

  • 3rd party & legacy contract upload

  • In-App automations

  • Form-generated contracts

  • Up to 3 implementation hours

Centralize

399 $

/Monat

Connect and use HubSpot data to manage your contracts

  • Contract creation, negotiation, signing and storing

  • All Standard integrations (including HubSpot integration)

  • 3rd party & legacy contract upload

  • In-App automations

  • Form-generated contracts

  • Up to 3 implementation hours

* Die hier angegebenen Preise dienen nur zu Illustrationszwecken. Alle Preise enthalten keine Steuern, Sonderangebote, Rabatte oder sonstigen Preisvarianten. Bitte wenden Sie sich direkt an den Partner, um aktuelle und korrekte Preisinformationen zu erhalten. HubSpot übernimmt keine Verantwortung für Preisinformationen, die von unseren Partnern bereitgestellt werden. Letzte Aktualisierung der Preisinformationen: 11.03.2025

Weitere Infos

Erstellt von
Contractbook
Installationen
100+ Installationen
Kategorien
Sprachen, in denen diese App verfügbar ist
Dänisch, Englisch und Norwegisch

Neuzugänge

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