Contractbook | Contract Lifecycle Management

by ContractbookSalesforcePaid

Generate Salesforce contract drafts, automate reviews, support negotiations, and create renewal tasks in Contractbook.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACENot published
Contractbook | Contract Lifecycle Management — screenshot from the Salesforce AppExchange listing

What it does

Connects Salesforce with Contractbook to generate contract drafts from Salesforce data. After signing, the add-in generates renewal reminders and tasks and syncs data back to Salesforce. It also automates contract-related data entry and other manual tasks.

Key capabilities

from the Salesforce AppExchange listing

Draft generation

Generates contract drafts from Salesforce data.

Conditional workflows

Negotiation collaboration

Supports negotiations with threaded comments and suggestions.

Renewal reminders

Generates renewal reminders and tasks after a document is signed.

Salesforce data sync

Syncs contract data back to Salesforce after signing.

In the catalog

206 plugins in Salesforce Platform · Documents and content

Price distribution: 42 free, 19 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Connect SalesForce to Contractbook to generate smarter sales proposals and stay on top of renewals for good. Speed up document creation by auto-generating error-proof drafts straight from SalesForce. Automate approvals and reviews using conditional workflows, and negotiate faster with threaded comments and …»

Official marketplace listing

Publisher
Contractbook
Facts verified