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Contractbook | Contract Lifecycle Management

Automatically generate contracts with data from your Salesforce

Overview

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.

See How Contractbook | Contract Lifecycle Management Works

Increase deal speed and volume by streamlining the process at every stage of Sales. Eliminate development resources needed to integrate systems and sync data both ways consistently.
Spend more time with prospects to uncover solutions by automating the manual to-do’s involved with contract creation, approvals, data entry, and more. Gone are the days of searching for details to ensure that Salesforce and contract data match.
Reduce friction from contract back-and-forth for a more seamless sales cycle. Set the stage of an optimal customer experience even before they’re closed as customers.

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.