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Summize Assistant (US)

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Summize Assistant (US)

Reduce bottlenecks and get your contracts signed faster

제작자
Summize Ltd
설치
설치 수 10개 이상
설치하려면 로그인하세요.Summize Assistant (US) 구독 필요

요구 사항

HubSpot 요금제
HubSpot 계정 권한
필수 계정 권한 보기
액세스 유형
Shared
Summize Assistant (US) 구독
Free for Summize Customers 플랜

개요

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.

기능

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.

앱 기능

공유 데이터
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

Contract information, custom fields or clauses

거래

회사

연락처

견적

거래

회사

연락처

견적

Generated documents

소유자

소유자

Generated Documents

CMS 파일

CMS 파일

Request form responses

회사

회사

Request form responses

거래

거래 속성

거래

거래 속성

Request form responses

연락처

연락처

Request form responses

견적

견적

Request form responses

라인 항목

라인 항목

Request form responses

맞춤형 개체

맞춤형 개체

Request form responses

티켓

티켓

공유 데이터에 대한 자세한 정보

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.

리뷰

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(리뷰 0개)

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

* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.08.11.

자세한 정보

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Summize Ltd
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