+ Contractzy

By integrating Contractzy with Salesforce, sales teams can create, approve, and sign contracts without leaving their CRM. Automate workflows, eliminate errors, and close deals faster with a streamlined contract management process.

Why Integrate Contractzy with Salesforce?

• Accelerate Deal Closures – Auto-generate contracts using Salesforce data and finalize agreements in record time
• Unified Sales & Contract Workflow – Manage the entire contract lifecycle without leaving Salesforce
• Error-Free, Auto-Populated Contracts – Pull real-time data from any Salesforce Object, ensuring accuracy
• Seamless Approvals & eSignatures – Automate review and signing workflows within your CRM
• Single Source of Truth – Keep all contract data updated and accessible across teams

Key Features of the Contractzy + Salesforce Integration

1. Auto-Fill Contracts with Salesforce Data

• Generate contracts instantly using CRM data from any Salesforce Object
• Eliminate manual data entry and reduce errors with automated pre-filling
• Pull quote and line item details from CPQ to create precise, standardized agreements

2. Effortless Contract Creation & Management

• Create and edit contracts within the familiar Salesforce interface
• Use Contractzy’s AI-powered features to streamline contract generation
• Track contracts through every stage with real-time status updates

3. Define Custom Rules for Contract Generation

• Set predefined conditions for contract creation based on deal stages
• Automate contract availability to ensure compliance with organizational policies
• Remove the need for manual intervention, reducing bottlenecks in the sales cycle

4. Request Approvals & eSignatures Directly in Salesforce

• Route contracts for approval to internal teams and external stakeholders
• Send contracts for eSigning with a few clicks—no need to switch platforms
• Receive automated updates on contract progress and pending actions

5. Maintain a Centralized Contract Repository

• Keep all contracts accessible within Salesforce for easy tracking and reporting
• Ensure every deal has a complete contract history with version control
• Generate detailed reports to streamline audits and compliance checks