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Contractbook

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App

Contractbook

HubSpot-gecertificeerde app

Automatically generate contracts with data from your HubSpot

Gemaakt door
Contractbook
Installaties
100+ installaties
Beoordeling

5

(1)

Meld je aan om te installerenVereist Contractbook-abonnement

Vereisten

HubSpot-abonnement
HubSpot-accountmachtigingen
Bekijk de vereiste accountmachtigingen
Toegangstype
Shared
Contractbook-abonnement
Centralize plan

Overzicht

"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.

Functies

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.

App-functionaliteit

Gedeelde gegevens
Gegevensbron
Richting van synchronisatie
In HubSpot
In HubSpot

Company details

Bedrijven

Bedrijven

Company properties details

Bedrijfseigenschappen

Bedrijfseigenschappen

Contact details

Contactpersonen

Contactpersonen

Contact properties details

Eigenschappen contactpersoon

Eigenschappen contactpersoon

Deal properties details

Dealeigenschappen

Dealeigenschappen

Owner details

Verantwoordelijken

Verantwoordelijken

Products details

Producten

Producten

Reading and writing deals

Deals

Deals

Meer informatie over gedeelde gegevens

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

Reviews

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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.

Welk probleem probeer je op te lossen?

Contract Management in our sales process

Wat vind je goed?

A single deal room makes updates and tracking far easier.

Wat vind je niet goed?

You have to invest in the workflows to capitalise on it

  • Sullivan, P.

  • Marketing
  • 2 tot 5 werknemers

Centralize

US$ 399

/maand

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

US$ 399

/maand

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

* De hier vermelde prijzen dienen alleen ter illustratie. Alle prijzen zijn exclusief belasting, bonussen, kortingen of andere prijsvariabelen. Neem contact op met de partner voor de meest recente en correcte prijsinformatie. HubSpot erkent geen verantwoordelijkheid voor deze prijsinformatie, die wordt verstrekt door onze partners. Prijzen laatst bijgewerkt: 11-08-2025

Meer info

Gemaakt door
Contractbook
Installaties
100+ installaties
Categorieën
Talen waarin deze app beschikbaar is
Deens, Engels en Noors

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