Summize Assistant (US)
Reduce bottlenecks and get your contracts signed faster
Byggd av - Summize Ltd
Installationer - 10+ installationer
Krav
HubSpot-plan Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
Åtkomsttyp Shared Summize Assistant (US) prenumeration - Free for Summize Customers plan
Översikt
1/9
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.
Egenskaper
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.
Appfunktionalitet
Delade data
Contract information, custom fields or clauses | ||
Generated documents | ||
Generated Documents | ||
Request form responses | ||
Request form responses | ||
Request form responses | ||
Request form responses | ||
Request form responses | ||
Request form responses | ||
Request form responses |
Recensioner
Bli först med att ge ett kundomdöme
Prissättning
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
*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 - Summize Ltd
Installationer - 10+ installationer
Kategorier Språk som denna app finns på Engelska
Mest populär
