Integrations

Our CLM platform connects easily with major enterprise software for the most efficient contract management workflow.

overhead view of person typing on laptop

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

"We automate repetitive workflows as much as possible and save loads of time for both our employees and customers. It really feels like Precisely is not a supplier, but a partner for Adverity."

Fiona Konetzky

VP of Legal & Compliance at Adverity

Contract Automation

HubSpot

Draft a deal with Precisely directly in HubSpot

Salesforce

Draft a deal with Precisely directly in Salesforce

Microsoft Teams

Receive important contract notifications in your Microsoft Teams

Microsoft Outlook Email

Draft contracts directly from your email content and attachments

Microsoft Outlook Calendar

Connect Precisely Reminders to your calendar

Google Calendar

Connect Precisely Reminders to your calendar

Zapier

Connect Precisely with 5,000+ apps

Precisely's Public API

Integrate Precisely’s functionalities with your favourite software

Slack

Receive important contract notifications in your Slack

Draft and manage contracts directly in your HubSpot deal

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

Learn more

Integrate your preferred e-signing solution

Think global, sign local

Sign contracts faster than ever with Precisely. Stay compliant and get legally binding e-signatures for your contacts with one of the 15+ e-signing options.

Choose from various signature levels: Simple, Advanced, and Qualified Electronic Signatures
Let others sign with globally accepted e-signatures, or leverage regional or country-related digital identities for signing, such as Nordic, Baltic, and German eIDs
If you still sign some of your contracts in person, your signees can also sign contracts directly on your device

E-signing in Precisely