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构建

Contractbook

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应用程序

Contractbook

HubSpot 认证应用程序

Automatically generate contracts with data from your HubSpot

构建者
Contractbook
安装
超过 100 次安装
评分

5(1)

登录以进行安装需要 Contractbook 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
查看必要帐户权限
Contractbook 订阅
Centralize 计划

概览

"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.

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Company details

公司

公司

Company properties details

公司属性

公司属性

Contact details

联系人

联系人

Contact properties details

联系人属性

联系人属性

Deal properties details

交易属性

交易属性

Owner details

所有者

所有者

Products details

产品

产品

Reading and writing deals

交易

交易

更多共享数据的相关信息

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

评论

过滤评论:

排序:


5/5
    2023年11月6日

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.

你想解决什么问题?

Contract Management in our sales process

你喜欢什么?

A single deal room makes updates and tracking far easier.

你不喜欢什么?

You have to invest in the workflows to capitalise on it

  • Sullivan, P.

  • 营销服务
  • 2 到 5 个员工

Centralize

US$399

/月

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

/月

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

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/03/11

更多信息

构建者
Contractbook
安装
超过 100 次安装
类别
应用程序可用的语言
丹麦语挪威语英语

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