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Summize Assistant (UK)

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Summize Assistant (UK)

Reduce bottlenecks and get your contracts signed faster

建立者
Summize Ltd
安裝次數
超過 10 次安裝
登入以進行安裝需要 Summize Assistant (UK) 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
Summize Assistant (UK) 訂閱
Free for Summize Customers 版本

總覽

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 UK datacentre can install and use this integration.

功能

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.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Contract information, custom fields or clauses

交易

公司

連絡人

報價

交易

公司

連絡人

報價

Generated documents

擁有者

擁有者

Generated Documents

CMS 檔案

CMS 檔案

Request form responses

公司

公司

Request form responses

交易

交易屬性

交易

交易屬性

Request form responses

連絡人

連絡人

Request form responses

報價

報價

Request form responses

明細項目

明細項目

Request form responses

自訂物件

自訂物件

Request form responses

服務票證

服務票證

更多共用資料的相關資訊

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.

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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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/05/09

更多資訊

建立者
Summize Ltd
安裝次數
超過 10 次安裝
類別
此應用程式可用的語言
英文

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