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HubSpot

Create and track contracts within HubSpot for 2X faster deal closures.

Riya Singhal avatar
Written by Riya Singhal
Updated over 2 weeks ago

Legistify’s Contract Management Tool (CMT) now integrates seamlessly with HubSpot, enabling businesses to streamline contract workflows directly within their CRM. This integration eliminates the need for manual contract creation, enhances visibility into contract status, and accelerates the sales cycle by automating legal workflows.

Seamless Contract Creation with Legistify CMT & HubSpot

  1. Generate accurate, error-free contracts in minutes by leveraging HubSpot data to auto-fill proposals, reducing manual effort and eliminating inconsistencies.

  2. Enable business teams to create, manage, and collaborate on contracts within HubSpot, with built-in approval workflows, version control, and full visibility into contract lifecycles.

Streamline Contract Management

  1. Save time and eliminate manual effort by seamlessly auto-populating proposals with HubSpot data, ensuring error-free contract generation in minutes.

  2. Every contract update is automatically synced between HubSpot and Legistify CMT, ensuring you always stay informed and never miss critical contract actions.

Enforce Contract Compliance

  1. Define and enforce organizational standards for every deal, ensuring compliance without manual intervention or confusion.

  2. Lock contracts at specific sales stages and unlock them only when predefined conditions are met, ensuring the right contracts go out at the right time.

Streamlined Approvals & eSignatures

  1. Request approvals from relevant stakeholders directly within HubSpot, eliminating the need for offline reviews and manual follow-ups.

  2. Stay informed with automated notifications and send contracts for eSigning in just one click—seamlessly managing deals without delays.

Simplified Audit-Ready Reports

  1. Eliminate the hassle of searching through multiple folders—Legistify CMT serves as your single source of truth for all HubSpot-generated contracts.

  2. Gain real-time visibility into contracts across different stages with the Legistify widget, enabling effortless and accurate internal audit reporting.

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