In this article: You will get the overview of how Legistify’s CLM can be integrated with your Salesforce, streamlining your contract creation process.
Enhancing Deal Closure with Legistify's Salesforce Integration
Revolutionizing contract processes with an advanced, customizable integration, Legistify bridges the gap between Sales and Legal teams by offering a smooth, consolidated workflow within Salesforce. This integration enables teams to efficiently create, manage, and close contracts, all while staying aligned with organizational standards and never leaving their Salesforce account
Key Features of Legistify's Salesforce Integration:
Contract Creation and Management: Streamline the creation and management of contracts directly within Salesforce, allowing Sales and Legal teams to work cohesively & reduce sales closure times by quickly accessing your company’s standard format contracts, pre-filled automatically from Salesforce opportunity data.
Third Party Templates Ingestion: Allow your sales team to upload contract drafts received by external parties and collaborate with Legal teams effectively to ensure a seamless collaboration.
Quick Sign Workflow: Simplify the process of sending contracts for signature, significantly reducing the time to contract closure. Allow your Sales team to upload final contract copies to be sent out for collecting digital signatures.
Comprehensive Contract History: Track and maintain a complete history of contracts, enhancing oversight and transparency within Salesforce.
Effective Controls and Approvals: Let Sales perform key actions while ensuring Legal has full control over key approvals to avoid any potential issues for the future and to ensure overall company alignment. Control every aspect through a no code Role Based Access Control (RBAC) at every point in a contract’s journey.
Advanced Integration for Customized Contract Management
Legistify's integration goes beyond the basics, offering advanced features that cater to specific organizational needs. Here are some of the notable enhancements:
No code RBAC systems that lets you control what key rights and access you need to provide to your Sales team for effective company alignment.
Access key Legistify CLM features including our native contract editor, AI features and more all within Salesforce through our fully native application.
Contract Creation from Salesforce Opportunities: Easily initiate contract creation from Salesforce Opportunities, accelerating deal closure.
Sync Key Contract Data: Seamlessly sync contract data between Legistify and Salesforce, improving automation, reporting, and dashboard insights.
Sync Contract Details to Salesforce Fields: Ensure critical contract points are visible directly within Salesforce, enhancing operational efficiency.
Salesforce-to-Legistify Data Sync: Maintain up-to-date contract information by syncing the latest Salesforce records into Legistify.
These features, paired with workflows like “Creating Contracts from Templates” and “Uploading Contracts for Review,” provide flexibility and efficiency.
Supported Workflows in Legistify’s Salesforce Integration
#1 Contract Creation from Standard Templates
By using Legistify’s integration with Salesforce, teams can quickly draft contracts with minimal manual input. Salesforce data like counterparty information and contract specifics are automatically populated in the contract template, ensuring consistency.
Access the Legistify widget on the Salesforce object.
Click the "New Contract" button.
Select the template contract workflow and then the relevant template.
Verify the pre-filled details, edit them if required and proceed with contract creation.
Once this draft is generated it can be sent internally for approvals, or be sent directly to the counter party or can be sent out for signatures both by Legal as well as Sales team depending on the workflow that you would like to setup as per your internal policy.
NOTE: You can control the templates accessible to your Sales team, or workflows accessible to them or even restrict some rights like sharing with external parties though our RBAC system to ensure minimal confusion and no data mixup with other contracts.
#2 Work on Third Party Drafts
By using Legistify’s integration with Salesforce, teams can upload and collaborate on drafts received from an outside party with their Legal teams seamlessly.
Access the Legistify widget on the Salesforce object.
Click the "Third Party Contract" button.
Select the template contract workflow and then the relevant template.
Verify the pre-filled details, edit them if required and simply upload the draft received in word/pdf format.
Once this draft is submitted it can be sent internally for approvals or can be opened up in Legistify’s native editor for a seamless collaboration with internal stakeholders before it can be approved or sent out for signatures..
#3 Acces Quick Signing
By using Legistify’s integration with Salesforce, teams can upload the final executable version of a contract draft and release the envelope for collecting signatures from all related parties. Post signature collection, a signed copy of this agreement along with an audit trail will automatically be stored both in Legistify CLM as well as Salesforce, which can be accessed anytime.
Access the Legistify widget on the Salesforce object.
Click the "Quick Sign" button.
Select the template contract workflow and then the relevant template.
Verify the pre-filled details, edit them if required and simply upload the agreement in pdf format.
Enter details of the signatories, place signature coordinates on the contract and send for signatures.
FAQs
Q: Can I pull specific product details from Salesforce into my contracts?
A: Yes! Legistify’s integration allows you to pull Salesforce Opportunity Product Line Items directly into your contracts, ensuring all details are included.
Q: Can Salesforce Quotes be incorporated into contracts created on Legistify?
A: Absolutely. Salesforce Quotes and Quote Line data can be integrated into your Legistify contracts, offering a more detailed and accurate contract draft.
Q: Can I track contract statuses directly from Salesforce?
A: Yes, you can monitor the review and execution status of contracts within Salesforce, streamlining the process and keeping all data in one place.
Q: How can I ensure our contract data remains up-to-date in both Salesforce and Legistify?
A: Legistify’s Salesforce Record Sync ensures that any updates made in Salesforce are reflected in your Legistify contracts, maintaining data accuracy.
Conclusion
Transform Your Contract Management with Legistify and Salesforce
In conclusion, Legistify’s integration with Salesforce offers a powerful solution for contract management. It streamlines workflows, connects legal and sales teams, and ensures faster deal closures—all within the Salesforce platform.
Seamless Efficiency: Automatically generate, manage, and track contracts, saving time and reducing manual effort.
Enhanced Customization: Customize workflows and approval processes to match your business needs, while ensuring data synchronization and reporting accuracy.
Faster Approvals: Accelerate contract approvals and deal closures by leveraging Salesforce Opportunities for real-time contract updates.
Embrace the future of contract management with Legistify and Salesforce—where innovation meets operational excellence. Reach out today to learn how this integration can revolutionize your contract management process.