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Summize Assistant (US)

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App

Summize Assistant (US)

Reduce bottlenecks and get your contracts signed faster

Créé par
Summize Ltd
Installation
10+ installations
S'identifier pour installerNécessite un abonnement à Summize Assistant (US)

Exigences

Abonnement HubSpot
Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Type d'accès
Shared
Abonnement à Summize Assistant (US)
Abonnement : Free for Summize Customers

Vue d'ensemble

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.

Fonctionnalités

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.

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Contract information, custom fields or clauses

Transactions

Entreprises

Contacts

Devis

Transactions

Entreprises

Contacts

Devis

Generated documents

Propriétaires

Propriétaires

Generated Documents

Fichiers CMS

Fichiers CMS

Request form responses

Entreprises

Entreprises

Request form responses

Transactions

Propriétés de transaction

Transactions

Propriétés de transaction

Request form responses

Contacts

Contacts

Request form responses

Devis

Devis

Request form responses

Lignes de produits

Lignes de produits

Request form responses

Objets personnalisés

Objets personnalisés

Request form responses

Tickets

Tickets

Plus d'informations sur les données partagées

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.

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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

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 11/08/2025

Informations supplémentaires

Créé par
Summize Ltd
Installation
10+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

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