Create and sign contracts in 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.
Effortless contracting
Draft legal-compliant contracts in seconds using your HubSpot data and pre-configured templates. Empower your sales team to create and send contracts independently without leaving the CRM.
- Enable self-serve contracts
- Sales never have to leave HubSpot
Legal compliance without bottlenecks
Let your legal team control templates and workflows, ensuring compliance. Sales draft quickly with automated approvals and up-to-date templates, freeing legal from repetitive tasks while maintaining control.
- Ensure compliance with preset structures
- Legal stays in control
Track document statuses and progress
Stay updated with real-time tracking in HubSpot. Get instant updates on your contracts as they move through drafting, approval, negotiation, and signing stages, helping you secure signatures faster.
- Gain full insights
- Collaborate more efficiently
“Since we started using Precisely, our order forms and sales contracts are always correct. It takes so much work off our shoulders.”
Frequently Asked Questions
How do I get started with Precisely and HubSpot integration?
Precisely’s Native HubSpot integration is quick and easy to set up. Visit our help center article for a step-by-step guide on setting up the integration between Precisely and HubSpot.
What are the main benefits of using Precisely with HubSpot?
The integration streamlines contract creation, ensures compliance, enhances collaboration between sales and legal teams, and provides real-time tracking of contract statuses – all without the sales team having to leave HubSpot!
Where do I find the integration on HubSpot App Marketplace?
You can find the Precisely and HubSpot integration on the HubSpot App Marketplace.
Is there a free trial available for the Precisely Contracts and HubSpot integration?
Yes, we offer a free trial so you can experience the full benefits of the integration. Sign up through our website to get started. After you’ve signed up for a free trial, contact chat support and they will help you get started.