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Sales and contract management with traceability and automation

SALES AND CONTRACT MANAGEMENT

From agreement to signature.
With every step visible.

Centralize contract creation, review, signing and storage with workflows tailored to your business.

Under review
Supply contract

Awaiting signature
Service agreement

Signed
Lease agreement

Illustrative example

A connected journey for every contract.

1. Create

Fill templates with customer and business data.

2. Review

Coordinate reviews and approvals.

3. Sign

Send documents by email or WhatsApp.

4. Archive the contract

Keep the contract and its history.

Every industry has its agreements.

Real estate

Sales, leases and promises to purchase.

Industrial companies

Supply contracts, purchase orders and service agreements.

Fuel retailers and service stations

Supply agreements, franchises and leases.

Make it easier for customers to sign contracts.

Send links for review and signing by email or WhatsApp.

Email WhatsApp
Contract ready for review

→

You have a document to review and sign.

WhatsApp

You have a document to review and sign.

View document

Illustrative example

Contract history

  1. Document created
  2. Review recorded
  3. Sent for signature
  4. Signature completed

Illustrative example

Know what happened.
And what comes next.

Review recorded actions and follow the progress of each document.

Reviewers and signers

See who reviewed and signed.

Dates and actions

Consult the document’s recorded history.

Notifications and reminders

Send reminders for pending contract reviews and signatures.

Connect contracts and business data.

Connect your contracts to your CRM, ERP and accounting tools.

CRM ERP Accounting

→

Legale

→

Reusable templates Less repeated data entry Centralized documents

Move your agreements forward.
With greater clarity.

Let’s talk about your contracts and sales processes.

Request a demo

Request a tailored demo.

Tell us about your sales and contract workflows.


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