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Contractbook

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App

Contractbook

App certificata HubSpot

Automatically generate contracts with data from your HubSpot

Creazione di
Contractbook
Installazioni
PIù di 100 installazioni
Valutazione

5

(1)

Accedi per l'installazioneRichiede l'abbonamento a Contractbook

Requisiti

Piano HubSpot
Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Tipo di accesso
Shared
Abbonamento Contractbook
Piano Centralize

Panoramica

"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.

Funzionalità

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.

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Company details

Aziende

Aziende

Company properties details

Proprietà dell'azienda

Proprietà dell'azienda

Contact details

Contatti

Contatti

Contact properties details

Proprietà del contatto

Proprietà del contatto

Deal properties details

Proprietà trattativa

Proprietà trattativa

Owner details

Proprietari

Proprietari

Products details

Prodotti

Prodotti

Reading and writing deals

Trattative

Trattative

Maggiori informazioni sui dati condivisi

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

Recensioni

Filtra recensioni:

Ordina:


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.

Quali problemi stai cercando di risolvere?

Contract Management in our sales process

Cosa ti piace?

A single deal room makes updates and tracking far easier.

Cosa non ti piace?

You have to invest in the workflows to capitalise on it

  • Sullivan, P.

  • Servizi di marketing
  • 2 - 5 dipendenti

Centralize

399 USD

/mese

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 USD

/mese

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

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 11/08/2025

Maggiori informazioni

Creazione di
Contractbook
Installazioni
PIù di 100 installazioni
Categorie
Lingue in cui è disponibile questa app
Danese, Inglese e Norvegese

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