Finance
Keep every deal moving.
Generate agreements from approved Salesforce data, see what needs attention, and keep renewals on the account team’s radar. Spend less time assembling paperwork and chasing updates.
- Proposals
- Order forms
- Customer agreements
- Amendments
- Renewals
From approved quote to the next renewal
Keep the agreement connected to the deal through every handoff.
Generate from the deal
Create proposals and agreements from opportunity, quote, or order data. Approved templates and conditional content bring the right terms into each document.
Keep review moving
Track reviewers, versions, and approval status on the contract record. Route commercial exceptions according to the rules agreed with legal and finance.
Sign and start the work
Send the approved agreement for signature and synchronize its status. Use completion to trigger your configured order or onboarding workflow.
Prepare for renewal
Track renewal dates, notice windows, and commitments in Salesforce. Assign owners and configure reminders or renewal opportunities before the next term.
See where agreements wait
Use Salesforce reports to understand contract progress and focus follow-up where it matters.
- Time from request to signature, broken down by stage
- Agreements awaiting review, approval, or signature
- Upcoming renewals by owner, date, and value
Make the next change easier
Give your team a repeatable way to update documents and manage the customer relationship after signature.
- Maintain templates in Word and preview with Salesforce data
- Link amendments to the agreement they change
- Keep commitments and renewal dates visible on related records
Common questions
Explore the tools behind your workflow.
Can we start with document generation?
Yes. Start with one proposal or agreement workflow. Add review, signature, obligations, and renewal automation as your process requires. The free 60-day pilot includes migration of one document and CRM setup for that workflow.
How do sales and legal work together?
Legal defines approved language and review requirements. Sales generates agreements from the Salesforce record, and configured approval rules route exceptions to the appropriate reviewer. Both teams can follow progress on the contract record.
What can finance report on?
Use the captured contract dates, stages, owners, and statuses to report on turnaround, review queues, signature progress, and upcoming renewals. We map the fields and workflow events needed for your reports during setup.
Can a signed agreement trigger the next step?
Yes. Signature completion can drive configured Salesforce automation for activation, order processing, or onboarding. We define the trigger, required data, and downstream actions with your team.
Start with one agreement workflow
Bring a proposal or agreement that slows your team down. We’ll walk through generation, approvals, and the next steps in Salesforce.