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Contract Management for Freshsales

 Leverage your entire contract lifecycle management process with our simple Freshsales integration.
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Contract Lifecycle Management (CLM)

Drafting Contract Templates

Contract Analytics & Reporting

Install GetAccept for Freshsales

What is Contract Lifecycle Management?

With GetAccept's integration with Freshsales, you can leverage your contract management workflow from one place.

From the first contract request to the eSigned deal, we help you automate your sales process so you can increase your sales efficiency. The contract management features create a system that consolidates information, automates integration, and collaborates with all stakeholders to meet your needs. All your contracts are accessed through our library of signed documents where you can systematically update, deploy changes, or renew any contract.

The benefits from using our integration:

  • Decreased contract cycle times
  • Increased control and security
  • Increased personal engagement with customers
  • Greater contract flexibility

Using CLM to Write a Contract

Drafting contracts with the GetAccept integration is simple. Our platform allows you to choose from any of our own templates or you can upload your own! If you feel like being creative, you can customize your own contract. GetAccept supports all contract formats such as PowerPoint, Google Docs, Word, or PDF.

With contract management, GetAccept helps facilitate the conversation between each party until the deal is signed. We support contract editing, red-lining, and commenting using our live editor feature. Draft all your winning contracts right in your Freshsales CRM environment so you can work more efficiently to close more deals.

Contract Management Solutions

 

Manage all your contracts in an organized and secure way. With GetAccept, you will receive full contract performance reports. For each contract lifecycle, your sales teams will know profitability, quoting analysis, and milestone tracking.

Optimize your sales process by using a trusted contract management integration platform that helps you create a lead, draft a contract, engage with your prospect, and close the deal with a simple one-click digital signature!

How to Install GetAccept for Freshsales?

  1. Add the GetAccept Chrome extension (Google Chrome required).
  2. The integration will be activated when you are logged in to Freshsales.
  3. Click the GetAccept icon in your browser () and use your GetAccept login details to log in - or create a free test account.
  4. When you are in a Contact, a Corporate Card, or a Deal you will see the GetAccept panel on the right. From here, you can start a new conversation or follow up on current leads.
  5. Select the recipient from your contact card or use the search function. Choose what role the recipient should have (signer or recipient) and then decide whether to use a template or upload a document. Don't forget to add your video (personal or pre-recorded) or record a new one using the GetAccept app. Then click send!
  6. The document's status will appear in Freshsales and the recipient's activities will appear in your timeline. You will be able to see how long the recipient has looked at each page of the document by clicking on the document.
Do not hesitate to contact us if you have any questions or want a demo of the integration!

Important features and benefits

Close Deals Faster

Make it easy for both you and the customer to sign the deal quickly, wherever you are

Manage Everything in One Place

Control your pipeline activity, customer dialogue, related documents and relevant insights all within Hubspot CRM

Modern Communication

Answer customer questions via Live Chat. Explain your message in a video. Reach out proactively when prospects are active via the GetAccept mobile app

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