This is how Webbler professionalized their contract workflow to improve their customer relations and the closing rate on their sales agreements.

To practice what you preach 

Webbler is a digital marketing agency that helps web shops with their SEO, paid ads and email marketing. They also help companies develop their webshops and professionalize their integration setup so they’re geared for growth. 

For a company like Webbler, practicing what you preach is essential. Without having one, you can’t advise other companies on digital upgrades and hassle-free sales flow. 

Before Webbler started using Contractbook, they had a common yet inefficient workflow for their sales agreements. They would create PDFs and send them to customers via email. The contracts would often be stored in long email correspondence which made them hard to find and impossible to manage. In case of disagreement, it was hard for Webbler to search and find the right documents and use the contracts to discuss terms with their clients. Moreover, Webbler had difficulty monitoring the status of specific sales contracts and gaining a clear overview of their sales processes.  

In other words, there was a long way to best practice. 

Contracts managed easily

There is nothing fancy about the way Webbler uses Contractbook. They have a single, streamlined contract management workflow that enables them to manage their documents throughout their entire lifecycle. They always know where to find their contracts, and they can track their status from A to Z. 

Webbler started using Contractbook for their sales agreements. They have a simple template where they plug in the customer data and send it for signature. In case of requested changes, they can negotiate the contract directly in the platform. When the contract is done, they can sign it using Contractbook’s digital signature in just a few seconds. From then on, they have the document stored with all the rest of their sales agreements in a safe and organized repository. 

Since then, they’ve started using Contractbook for all their documents. Whether it’s employment contracts, data processor agreements or collaboration agreements, everything is gathered in a single, safe space. 

A professional feeling

When talking to Webbler CEO, Frederik Jørgensen, he mentions two main benefits of his Contractbook setup. 

First, his professional setup with Contractbook gives their customers a better first impression of Webbler, matching the level of service and professionalism they want to offer their clients. As he said, "We are yet to hear from a customer or business partner who did not find Contractbook easy and quick," and that "Contractbook improves our customer relations."  

Secondly, they gained a much better overview of all their contracts. They can easily track their deals' progress and the causes of hold-ups and missed deals, which improves their closing rate significantly. 

The PDF problem

Webbler was not alone in using PDFs and emails to manage contracts. In fact, it’s still a widespread way of working with contracts. If you transact a low number of contracts, this method might do. However, it’s not sustainable if you want a more professional system. 

The PDF came out in 1992. It was great to protect content and preserve a printable design, but it was made for an age when you needed to print stuff. The explosion of Cloud-based apps brought a new era where data became king, and the capability to share data across platforms became essential. The PDF wasn’t suited for this. 

We need to move things into a platform to solve the fundamental problems with how contracts are managed. In a platform, contracts don’t live in multiple formats or in multiple people’s email inboxes. The concept of a platform like Contractbook is that everything from creation to negotiation and storage is accessible in the same database. 

In that way, you get a streamlined workflow made specifically for the purpose, and you get access to the data around your contracts so you can iterate and improve on your setup to improve closing rates, time to signature etc. 

This is what Webbler understood. And this is how they improved.

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