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Summize Assistant (UK)

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Summize Assistant (UK)

Reduce bottlenecks and get your contracts signed faster

Desarrollado por
Summize Ltd
Instalaciones
Más de 10 instalaciones
Inicia sesión para instalarRequiere suscripción a Summize Assistant (UK)

Requisitos

Plan de HubSpot
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Suscripción: Summize Assistant (UK)
Suscripción: Free for Summize Customers

Vista general

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 UK datacentre can install and use this integration.

Características

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.

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

Contract information, custom fields or clauses

Negocios

Empresas

Contactos

Cotizaciones

Negocios

Empresas

Contactos

Cotizaciones

Generated documents

Propietarios

Propietarios

Generated Documents

Archivos del CMS

Archivos del CMS

Request form responses

Empresas

Empresas

Request form responses

Negocios

Propiedades de negocio

Negocios

Propiedades de negocio

Request form responses

Contactos

Contactos

Request form responses

Cotizaciones

Cotizaciones

Request form responses

Elementos de pedido

Elementos de pedido

Request form responses

Objetos personalizados

Objetos personalizados

Request form responses

Tickets

Tickets

Más información sobre los datos compartidos

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.

Valoraciones

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(0 reseñas)

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

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 09/05/2025

Más información

Desarrollado por
Summize Ltd
Instalaciones
Más de 10 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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