
Contractbook
Automatically generate contracts with data from your HubSpot
构建者 - Contractbook
安装 - 超过 100 次安装
评分 - 5(1)
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
1/3
"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
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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.
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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.
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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.
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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.
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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
![]() Company details | ||
![]() Company properties details | ||
![]() Contact details | ||
![]() Contact properties details | ||
![]() Deal properties details | ||
![]() Owner details | ||
![]() Products details | ||
![]() Reading and writing deals |
评论
- 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.
Contract Management in our sales process
A single deal room makes updates and tracking far easier.
You have to invest in the workflows to capitalise on it
Sullivan, P.
营销服务 - 2 到 5 个员工
定价
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
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