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Contractbook | Contract Lifecycle Management
Automatically generate contracts with data from your Salesforce
- Business Need
- CollaborationContract ManagementDocument Management
- Requires
- Sales Cloud
Generate smarter sales proposals and stay on top of renewals for good. Contractbook enables Salesforce users to leverage opportunities to directly generate documents in an end-to-end contract management platform.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Supported FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.
- Lightning Ready
- Languages
- EnglishDanish
- This solution is API only and doesn't have an interface
Security
Additional Details
Connect SalesForce to Contractbook to generate smarter sales proposals and stay on top of renewals for good. Speed up document creation by auto-generating error-proof drafts straight from SalesForce. Automate approvals and reviews using conditional workflows, and negotiate faster with threaded comments and suggestions. Once the document is signed, auto-generate renewal reminders and tasks, and sync data back to SalesForce to maintain a robust, accurate commercial overview. With Contractbook, your Sales team can finally focus on what they do best—selling.