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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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