Integrations
Our CLM platform connects easily with major enterprise software for the most efficient contract management workflow.
Integrate contracting with other processes
Collaborate more effectively with customers, partners, and potential clients by connecting Precisely with major enterprise software solutions.
A few examples of how integrations give your contract workflow a boost:
- Connect data from all your tools for automated contract creation
- Send and sign directly from your CRM system
- Use the e-signing provider you’re already familiar with
- Automatically transfer contract data to other systems for backup or analysis
HubSpot integration
Integrations are crucial for ensuring seamless contract workflows all through organisations. And here is our newest integration, to HubSpot.
Integrate your contract workflow with HubSpot. Let your sales team send and sign compliant contracts created from your latest templates, all within the CRM system.
- Close deals faster
- Minimise risk of error
- Collaborate with control
“The team at Precisely has been very attentive and quick. We even requested a new feature and it was added to the product roadmap and implemented right away.”
Contract Automation
Salesforce
Customer relationship management
Zapier
Live now – find out how to further reduce repetitive tasks!
HubSpot
Live now – find out how to close Sales deals faster!
E-signature
Dropbox Sign (former HelloSign)
Default signing provider, included in all plans
In-person signing
Let others sign on your device with Dropbox Sign
DocuSign
Standard electronic signature
DocuSign
Qualified Electronic Signature
Universign
Standard electronic signature
Scrive
eSign + PIN by SMS
Verimi (Germany)
Partnership with Scrive
Adobe Acrobat Sign
Standard electronic signature
Swedish BankID
Integration with Egreement
Swedish BankID
Partnership with Scrive
Norwegian BankID
Partnership with Scrive
Finnish Trust Network
Partnership with Scrive
Danish NemID
Partnership with Scrive
Danish MitID
Partnership with Scrive
SmartID (Baltic States)
Partnership with Scrive
Egreement
E-sign
SSO Integrations
Okta
Identity Management
Azure AD
Identity Management
Identity Management
Onelogin
Identity Management
PingIdentity
Identity Management
vmware
Identity Management
OpenID
Contract Automation
User Management
Azure AD
Identity Management
BambooHR
Employee Management
Identity Management
Gusto
Payroll Solution
Okta
Identity Management
Rippling
Employee Management
SCIM 1.1
Open standard
SCIM 2.0
Open standard
Enterprise Management
Workday
Other features
Reminders
Monitor all-important contract milestones like expirations, renewals, and renegotiations with automated alerts and reminders.
Metadata
Contracts created in the platform always generate metadata suggestions, which you can easily adjust to your needs.
AI-powered archive
Unlimited and secure storage for all of your contracts, with folder-level access control. Export easily with filters and metadata.