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Contractbook

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App

Contractbook

HubSpot 認證應用程式

Automatically generate contracts with data from your HubSpot

建立者
Contractbook
安裝次數
超過 100 次安裝
評分

5

(1)

登入以進行安裝需要 Contractbook 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
Contractbook 訂閱
Centralize 版本

總覽

"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.

應用程式功能

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

Company details

公司

公司

Company properties details

公司屬性

公司屬性

Contact details

連絡人

連絡人

Contact properties details

連絡人屬性

連絡人屬性

Deal properties details

交易屬性

交易屬性

Owner details

擁有者

擁有者

Products details

產品

產品

Reading and writing deals

交易

交易

更多共用資料的相關資訊

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

評論

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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.

你想解決什麼問題?

Contract Management in our sales process

你喜歡什麼?

A single deal room makes updates and tracking far easier.

你不喜歡什麼?

You have to invest in the workflows to capitalise on it

  • Sullivan, P.

  • 行銷服務
  • 2 至 5 位員工

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:2025/08/11

更多資訊

建立者
Contractbook
安裝次數
超過 100 次安裝
類別
此應用程式可用的語言
丹麥文挪威文英文

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