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Summize Assistant (US)

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App

Summize Assistant (US)

Reduce bottlenecks and get your contracts signed faster

Erstellt von
Summize Ltd
Installationen
10+ Installationen
Zum Installieren anmeldenErfordert Summize Assistant (US)-Abonnement

Anforderungen

HubSpot-Produktversion
HubSpot-Account-Berechtigungen
Erforderliche Account-Berechtigungen anzeigen
Zugriffstyp
Shared
Summize Assistant (US)-Abonnement
Produktversion: Free for Summize Customers

Übersicht

Summize | Contract Management Integration Overview

For the sales team, I would say it's really been game changing because it just speeds everything up.”

“Summize has helped build more trust between the legal and sales teams.”

Managing contracts can be a complex process, especially across multiple teams. Summize simplifies the process by offering a seamless, self-service contract management experience, directly in HubSpot.


Accelerate your sales-cycles

Close your deals faster by creating and sending your own compliant sales contracts straight to your customers, directly from HubSpot.  


Track your contracts like never before

With real-time tracking and visibility, you know when your contract has been drafted, reviewed, signed and archived. All without leaving HubSpot.


Reduce risks and save time

Reduce your contract risk and save valuable time by using pre-defined contract templates and seamlessly syncing HubSpot deal and company records directly into your contracts.


Summize customers on our US datacentre can install and use this integration.

Funktionen

Create contracts in HubSpot

Create your own sales contracts from a list of pre-defined contract templates and auto-populate the information directly from your HubSpot deal and company records.

Collaborate like never before

Easily send contract requests and reviews straight to your Legal team via pre-defined workflows. Track the contract’s status and receive updates when your contract is ready to progress.

Sync back data from signed contracts

Perhaps your contract has changed since you first created your HubSpot deal? No problem! Your HubSpot deal will automatically update using the information from your signed contract.

One single source of truth

All contracts, including signed versions, previous agreements and attachments, will automatically save against your HubSpot deal and company records, as well as syncing to the Summize platform.

Easily Ask Legal

If you need to ask your Legal team a question, about a contract or a general legal query, simply Ask Legal directly from HubSpot and access all live and previous conversations within your company and deal records.

App-Funktionalität

Datenaustausch
Datenquelle
Richtung der Synchronisierung
In HubSpot
In HubSpot

Contract information, custom fields or clauses

Deals

Unternehmen

Kontakte

Angebote

Deals

Unternehmen

Kontakte

Angebote

Generated documents

Inhaber

Inhaber

Generated Documents

Dateien (CMS)

Dateien (CMS)

Request form responses

Unternehmen

Unternehmen

Request form responses

Deals

Dealeigenschaften

Deals

Dealeigenschaften

Request form responses

Kontakte

Kontakte

Request form responses

Angebote

Angebote

Request form responses

Artikel

Artikel

Request form responses

Benutzerdefinierte Objekte

Benutzerdefinierte Objekte

Request form responses

Tickets

Tickets

Weitere Informationen zu geteilten Daten

Customers can choose whether to display the Summize Request widget on the HubSpot Company, Deal, or Contacts.Read scopes are used in the document generation process which may reference fields from Companies, Deals or Contacts. Write scopes are used to reflect changes from generated documents back to the object within HubSpot.

Rezensionen

Verfassen Sie jetzt die erste Kundenrezension

(0 Rezensionen)

Free for Summize Customers

The Summize HubSpot integration is free to all Summize customers! For Summize pricing, please visit https://www.summize.com/pricing

Free for Summize Customers

The Summize HubSpot integration is free to all Summize customers! For Summize pricing, please visit https://www.summize.com/pricing

* 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: 11.08.2025

Weitere Infos

Erstellt von
Summize Ltd
Installationen
10+ Installationen
Kategorien
Sprachen, in denen diese App verfügbar ist
Englisch

Neuzugänge

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