Logo - Full (Color)

Bygg

Contractbook

Contractbook-icon
App

Contractbook

HubSpot-certifierad app

Automatically generate contracts with data from your HubSpot

Byggd av
Contractbook
Installationer
100+ installationer
Betyg

5

(1)

Logga in för att installeraKräver prenumeration på Contractbook

Krav

HubSpot-plan
Behörigheter för HubSpot-konto
Visa de obligatoriska kontobehörigheterna
Åtkomsttyp
Shared
Contractbook prenumeration
Centralize plan

Översikt

"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.

Egenskaper

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.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Company details

Företag

Företag

Company properties details

Företagsegenskaper

Företagsegenskaper

Contact details

Kontakter

Kontakter

Contact properties details

Kontaktegenskaper

Kontaktegenskaper

Deal properties details

Attribut för affärer

Attribut för affärer

Owner details

Ägare

Ägare

Products details

Produkter

Produkter

Reading and writing deals

Affärer

Affärer

Mer information om delade data

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

Recensioner

Filtrera omdömen:

Sortera:


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.

Vad är det för problem du försöker lösa?

Contract Management in our sales process

Vad är det du tycker om?

A single deal room makes updates and tracking far easier.

Vad är det du inte tycker om?

You have to invest in the workflows to capitalise on it

  • Sullivan, P.

  • Marknadsföringstjänster
  • 2 till 5 anställda

Centralize

399 US$

/månad

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

399 US$

/månad

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

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-08-11

Mer information

Byggd av
Contractbook
Installationer
100+ installationer
Kategorier
Språk som denna app finns på
Danska, Engelska och Norska

Mest populär

HubSpot solutions partner illustration
Behöver du mer hjälp?

Skapa en anpassad lösning med hjälp av en HubSpot-lösningspartner.

Få kontakt med HubSpots lösningspartner för alla affärsbehov. Bläddra bland rekommendationer, anlita rätt person och kom igång med ditt projekt.