Precisely
Create, automate, monitor, and e-sign contracts seamlessly in HubSpot
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Precisely Subscription - Standard License plan
Overview
1/4 - Draft compliant contracts from automated templates
Legal & Sales United: Automate, Sync, and Streamline Your Contracts
Transform your contract management with Precisely, the EU-based platform that automates legal workflows, enhances collaboration between legal and sales, and streamlines approvals. Enjoy quick, secure e-signing, a centralized contract archive, and real-time insights to keep you informed and in control.
Features
Generate and sign contracts from HubSpot
Close deals faster by enabling sales to generate and send compliant contracts directly from HubSpot. Streamline contracts by using the templates set up by your legal team.
Eliminate dual data entry
Automatically populate contracts with data available in the CRM to save time and minimize risk. Seamless data syncing between Precisely and HubSpot ensures contract accuracy.
Reduce repetitive legal work
Free up time by automating contract templates, workflows, and approval processes. By automating repetitive legal work, your team can focus on what matters while staying compliant and in control.
Real-time document tracking
Instantly see contract statuses as they move through drafting, approval, negotiation, and signing stages, helping you secure signatures faster. Gain insights for efficient collaboration and smooth workflow management.
Easy to get started
Connecting Precisely and HubSpot is easy - no coding is required. Simply map your HubSpot fields to the data input in your contract template and you’re ready to go. Try it out with our 14-day free trial.
App Functionality
Shared Data
Company data | ||
Contact data | ||
Contract Metadata | ||
Contract status | ||
Deal data |
Reviews
- Jul 27, 2022
Easily add contract mgmt to HubSpot CRM
It makes contract mgmt connected to the sales process much easier and more automated. Having the right contract at the right time in the sales funnel ready makes the sales process more efficient.
To send legal documentation and contract to prospects and client such as NDA, SLA etc.
Kontrakt automation synched to your sales pipeline workflow.
It requires that you are a Precisely user.
Brudö, D.
Medical & Wellness - 6 to 10 employees
Pricing
Standard License
$49
one-time feeAutomate your contract workflows and close deals faster with Precisely.
Automated templates
Approval workflows
E-signing
Reminders
Collaboration & Negotiation
OCR scanning
AI-Powered
Advanced access system
Dedicated CSM
Entity management
AD/SSO
Custom branding
Custom hosting
Reports & Dashboards
5000+ Integrations & API
Standard License
$49
one-time feeAutomate your contract workflows and close deals faster with Precisely.
Automated templates
Approval workflows
E-signing
Reminders
Collaboration & Negotiation
OCR scanning
AI-Powered
Advanced access system
Dedicated CSM
Entity management
AD/SSO
Custom branding
Custom hosting
Reports & Dashboards
5000+ Integrations & API
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 07/04/2024
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