Last updated on 

May 30, 2022

Learn how to manage contracts in Salesforce

Learn how to manage contracts in Salesforce
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Learn how to manage contracts in SalesforceLearn how to manage contracts in Salesforce

The ability of a business to make sales and close deals is largely dependent on the sales department. The sales team relies on customers to keep the company in business, and contracts facilitate your relationship with customers. Therefore, it makes sense that the sales representatives learn how to manage contracts in Salesforce—the top customer relationship management tool.

Customer relationships and contracts are essential for business growth. That's because healthy customer relationships translate to customer satisfaction and success. 

Top businesses understand this, and that’s why they continue to invest in customer relationship management (CRM) tools. The ReportLinker report predicts that the CRM software market will rise to over $50 billion in 2021 from $49.27 billion a year before. This depicts a continued rise for the industry, as predicted in a Gartner report estimated at $26.3 billion in 2015.

Being the top provider of important CRM solutions, Salesforce will help you build positive relationships with your clients. In the same vein, setting up contracts in Salesforce lets you foster long-term value with customers.

Now, what if you can still get all the benefits offered by Salesforce through Contractbook? With the Salesforce integration, you can enjoy all the contract automation tools from Contractbook as you continue managing contracts in Salesforce.

This guide will detail how to manage contracts in Salesforce and its benefits.

What is Salesforce?

Salesforce is a SaaS (software as a service) company that provides customer relationship management services. It creates enterprise applications that attend to customer service, analytics, and marketing automation. Also, it offers solutions to customer relations problems that affect businesses’ sales, productivity, and profits. 

You can execute CRM processes with help from CRM systems. These systems are a collection of cloud-based instruments that collect, manage and analyze data. And the results of the analysis provide information that will generate feasible solutions. 

Thankfully, Salesforce provides Customer 360 and Service Cloud products that help with CRM. The contracting aspect of sales is another onerous duty for the sales department, but Salesforce can help them to take care of it.

Contract management with Salesforce

What is better than a contract automation platform? Its marriage to a CRM system. This commercial matrimony of Contractbook and Salesforce creates the ultimate integrated self-service workflow. 

The integration of Contractbook with Salesforce allows the sales representatives to self-serve contracts that complement the CRM solutions. This union creates amazing combined features. The sales department can generate contracts from the templates prepared by the legal team. This makes life so much easier for these two departments. 

The sales department can concentrate on sales and legal can also attend to negotiation discussions and contract compliance. Your data and records will stay secure and synchronized because both software operate simultaneously and harmoniously.

Benefits of contract management with Salesforce

A combination of the best contract automation tool and the top CRM software will always produce numerous advantages. Below is a quick rundown of some of them.

Salesforce document automation assures the legal team and client of a singular record system. With the integration of Salesforce, contracts are easily created, managed, and kept track of, thanks to organized records. This record system guarantees consistency in the contract workflow. 

Salesforce helps you keep your facts straight, which means you can conveniently keep track of interactions with your business users. You will not lose conversation details between your business and your customers. 

Another upside is that you can monitor the state of new customers based on your interactions. Also, integrating Salesforce with your contract automation software greatly cuts back on errors humans easily make. Fewer errors translate to more accuracy and efficiency for your business. 

Salesforce also cuts down on the friction between the multiple departments. With automated contracts and shorter contract lifecycles, there is way less to go back and forth over.

Automatically populate contracts with data from your CRM

Features of contract management with Salesforce

Salesforce contract management opens up your contract management system to the following helpful features.

Shorter contract review

Less time is spent reviewing contracts. Using Salesforce with Contractbook saves legal the hassle of re-examining contracts. The automated contract creation process takes care of that and all legal needs to do is to approve the contract. 

Shorter sales cycles

With improved contract creation and management and top-notch CRM, sales can occur a lot faster. This translates to reduced workload for the sales team and quicker sales, closed deals, and consequently, higher income generation.

Version control

It becomes a lot easier to maintain contract versions with an automated and integrated contract management platform.

Controlled context

Sales and legal can maintain a single context and vocabulary by merging Salesforce and a contract management software like Contractbook. Both teams get to be on the same page as a result of this integration.

Smoother Collaboration

The independent sales and legal teams can better work together with Salesforce as a binding force. The streamlined and organized systems ensure that both teams produce positive and swift results.

Setting up contracts in Salesforce

From contract creation to execution to renewal, contracts undergo a series of stages. Automated contracts also have their lifecycle from birth (creation) to rebirth (renewals). The ideal automated contract lifecycle should go through the steps listed below:


The contract is created using Salesforce and kept in Contractbook or the other way around. Whichever way you choose to create a new contract, the integration of these two will help you synchronize data. Creating a contract by filling in data directly from CRM software saves you a lot of time and energy.

Visual on how to create contract in contractbook


In-software messaging features enable seamless collaboration between customers and businesses. Contractbook lets every participant be kept abreast of developments in the contract. Any changes made are automatically saved and apparent in Salesforce.


Contract negotiations almost always result in agreed changes in terms of values between the customer and the company. Changes are established in Salesforce and Contractbook simultaneously. This eliminates the need for to and from email negotiations, gives faster notifications, and makes the process much faster.


You would agree that after negotiations are made, there is need for approval between the parties involved. You can utilize eSignatures to sign contracts in Contractbook while updating and storing the contract appropriately on both platforms.


After the signing of the contract, authorized departments can access files on the contract, should the need for it arise. There are reduced chances of losing information which makes contracts easier to manage.

Learn more on how you can create your Salesforce integration with Contractbook's automation builder. 

It is also important to note that the automated contract workflow doesn’t entirely relieve the legal team of their duty. To reduce the amount of time sales teams spend on self-serve contracts does not equal making way for unnecessary risks. 

Legal is still saddled with the responsibility of approving the automated contracts. Legal approval is paramount to ensure that automated contracts are devoid of high levels of risk. 

Contract automation with Contractbook and Salesforce

Integrations tab in Contractbook

Integrating contracts with CRM such as Salesforce will go a long way in balancing the speed of automation with the meticulosity of the expert legal team.  

Contractbook offers integrated contract automation services that will help your business improve in the areas of productivity and efficiency. And with Salesforce, you get even more features and benefits.

If you have just discovered us, we are super excited to welcome you on board. Schedule a demo so you can learn how to manage your customer relationships better. You can also visit our site to learn more updates and best practices. 

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