Logo - Full (Color)

Bygg

Summize Assistant (US)

Summize Assistant (US)-icon
App

Summize Assistant (US)

Reduce bottlenecks and get your contracts signed faster

Bygget av
Summize Ltd
Installeringer
10+ installasjoner
Logg på for å installereKrever Summize Assistant (US)-abonnement

Krav

HubSpot-abonnement
HubSpot-kontotillatelser
Vis nødvendige kontotillatelser
Tilgangstype
Shared
Summize Assistant (US)-abonnement
Free for Summize Customers-abonnement

Oversikt

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.

Funksjoner

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.

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Contract information, custom fields or clauses

Avtaler

Selskaper

Kontakter

Tilbud

Avtaler

Selskaper

Kontakter

Tilbud

Generated documents

Eiere

Eiere

Generated Documents

CMS-filer

CMS-filer

Request form responses

Selskaper

Selskaper

Request form responses

Avtaler

Avtaleegenskaper

Avtaler

Avtaleegenskaper

Request form responses

Kontakter

Kontakter

Request form responses

Tilbud

Tilbud

Request form responses

Linjeelementer

Linjeelementer

Request form responses

Egendefinerte objekter

Egendefinerte objekter

Request form responses

Tickets

Tickets

Mer informasjon om delte data

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.

Gjennomganger

Vær den første til å skrive en kundegjennomgang

(0 omtaler)

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

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 11.08.2025

Mer info

Bygget av
Summize Ltd
Installeringer
10+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

Å få oppmerksomhet i dag

HubSpot solutions partner illustration
Trenger du mer hjelp?

Lag en egendefinert løsning med hjelp fra en HubSpot-løsningspartner.

Samarbeid med HubSpot-løsningspartnere for alle dine forretningsbehov. Bla gjennom anbefalinger, ansatt den riktige medarbeideren og kom i gang med prosjektet ditt.