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Summize Assistant (US)

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アプリ

Summize Assistant (US)

Reduce bottlenecks and get your contracts signed faster

開発元
Summize Ltd
インストール数
10件以上のインストール
サインインしてインストールSummize Assistant (US)のご契約が必要

必要な条件

HubSpotエディション
HubSpotアカウント権限
必要なアカウント権限を表示
Summize Assistant (US)の契約内容
プラン:Free for Summize Customers

概要

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.

機能

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.

アプリ機能

共有されるデータ
データソース
同期方向
HubSpot上
HubSpot上

Contract information, custom fields or clauses

取引

会社

コンタクト

見積もり

取引

会社

コンタクト

見積もり

Generated documents

所有者

所有者

Generated Documents

CMSファイル

CMSファイル

Request form responses

会社

会社

Request form responses

取引

取引プロパティー

取引

取引プロパティー

Request form responses

コンタクト

コンタクト

Request form responses

見積もり

見積もり

Request form responses

商品項目

商品項目

Request form responses

カスタムオブジェクト

カスタムオブジェクト

Request form responses

チケット

チケット

共有データに関するその他の情報

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.

確認

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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

* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/06/11

その他の情報

開発元
Summize Ltd
インストール数
10件以上のインストール
カテゴリー
このアプリが対応している言語
英語

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