Solutions

Sales Workflow

Shorten your sales cycle and stay on top of renewals for good

Work from the tools you already know and love with pre-filled drafts created straight from your CRM, and automatic reminders and tasks on every contract.

Reduce time to close by removing copy-and-paste work

Stay on top of renewals and deadlines on all contracts

Keep track of the contract lifecycle stage at every step

Sales Workflow

Create contracts in seconds

Speed up contract creation by generating a pre-filled draft straight from your CRM. No need to copy and paste across different tools.

Automate approvals and reviews

Set conditional workflows based on contract data, and say goodbye to back & forth with your colleagues.

No ‘gentle pings’ needed

Spend time doing anything else with automatic approval and review reminders for both internal and external stakeholders.

Smoother negotiations

Negotiate faster with threaded comments and suggestions, saved together with the contract.

Stay updated wherever you are

Know exactly which stage your contract is in directly from your CRM, and connect your communications tools for updates on the go.

Never miss a renewal again

Trigger renewal reminders based on contract data fields, and auto-generate a new draft once the date is reached.

Seamless data flow

Sync contract data back to your CRM post-signature and keep everyone on the same page.

Goes great with...

Compliance
Workflow

Free up your time and put routine, standardized agreements like NDAs and DPAs on auto-pilot.

Automatically send pre-filled compliance agreements to new clients once the deal is past the finish line.

Mass create and send standardized agreements to all employees whenever needed.

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People love
Contractbook

Explore how Contractbook can take your contracts to the next level.

"Having all my contracts in Contractbook gives me a feeling of control. I get a great overview of all my documents, my work is structured, and I always know exactly what's next. Contractbook is more than just a cloud. I'm always reminded about important deadlines, I can delegate tasks easily, and I can even set up automation workflows to make my contracts actionable. It's incredibly smart!"

Dedicated workflows for all teams dealing with contracts

Empower teams to take action independently with simple, robust contracting processes

Shorten your sales cycle and stay on top of renewals for good

Work from the tools you already know and love with pre-filled drafts created straight from your CRM and automatic reminders and tasks on every contract.

Sales