Salesforce integration with Legistify's Contract Management Tool enables seamless contract lifecycle management directly within your CRM. This integration helps businesses streamline contract creation, approval, and tracking while ensuring compliance and visibility across teams.
Seamless Contract Management Within Salesforce
AI-Powered Contract Creation – Auto-populate Salesforce data into proposals, reducing manual effort and accelerating deal closures.
Effortless Collaboration – Streamline workflows with built-in approval routing and version control, ensuring compliance and consistency.
Real-Time Visibility – Gain continuous insights into both active and historical contracts, empowering sales and legal teams with data-driven decision-making.
Auto-Fill Contract Details with Legistify & Salesforce
Dynamic Data Insertion – Pull quote and quote line data from CPQ and automatically insert them into Legistify contracts for accuracy and efficiency.
Real-Time Two-Way Sync – Ensure both Salesforce and Legistify are always updated with the latest contract versions and data, maintaining consistency across platforms.
Define Conditions for Contract Creation with Legistify & Salesforce
Automated Compliance – Establish rules across the sales pipeline to ensure contracts are generated only when specific conditions are met.
Conditional Unlocking – Automatically unlock relevant contracts at the right stage, reducing manual intervention and ensuring a seamless workflow.
Request Approvals & Signatures Directly from Salesforce with Legistify
Seamless Approvals – Send contracts for review or signatures to the right stakeholders without leaving Salesforce.
Real-Time Updates – Stay informed about any changes or required actions while focusing on your next deal.
Quick & Easy Signing – When it’s time to finalize, send contracts to the right signatories in just a few clicks.
Maintain a Single Source of Truth Across Deals with Legistify
Unified Contract Repository – Keep all contracts linked to deals in one place for easy tracking and retrieval.
Real-Time Visibility – The Legistify widget within Salesforce provides a comprehensive list of contracts across different deal stages.
Effortless Reporting – Generate reports instantly with up-to-date contract data, enabling better decision-making and compliance.
How to Integrate Salesforce with Legistify
Before integrating, please ensure that you have an active Legistify's account with Contract Management access.
Go to My Profile section in Legistify's Contract Management Tool.
2. Navigate to the Product Integrations section, search for Salesforce, and schedule an appointment with the Legistify team to integrate Salesforce into your account.
