ContractPrime releases sales contract and proposal generator
August 13, 2022, Singapore – ContractPrime, leader in contract management software has announced the release of fully customizable sales package generation solution integrated with Dynamics CRM and Salesforce. Sales teams can now create personalized proposals, fee agreements and contracts based on templates configured by business and validated by inhouse legal team. Clients receive customized documents assembled with single click, without the need to transfer or manually copy the contact or opportunity data.
ContractPrime offers out of box contract or proposal templates which can be customized by power users and ready to be used by sales team to generate proposals. Contract workflow software manages end to end integration between CRM and ContractPrime. Proposal generation process is customized to department needs by simple drag and drop editor. Everything from sales package ordering to approval hierarchy can be developed by power users without programming experience.
“Sales team wants to send impressive proposals with compelling details. Time is of the essence in closing the deal and business compliance must be addressed when generating sales documents. ContractPrime assembles sales documents and ready to be shared with clients”, says Chandra Jeganathan, CEO of ContractPrime. “CRM will remain the platform to manage relationship and salesperson does not leave CRM to create fee agreements. Time saved is used to strength relationship with prospects to close the deal”
ContractPrime integration with CRM allows contract documents to be seen from Opportunity screen. Generated documents are refreshed when opportunity and contract details are changed. Documents created will include legal disclosure or marketing details based on opportunity metadata or business requirements. Sales team can view the signed documents from CRM. Reminder notifications can be sent to the clients by the sales rep.
Sales generator takes away the administrative tasks from the sales team. Workflow in the contract process will implement SOP as designed by marketing and sales team. Administrators can configure sales proposal generator and collaborate with external clients through client portal.
ContractPrime is th contract software built on Microsoft 365 for business to assemble and manage contracts, legal agreements, and proposals. Single Legal Ops platform for inhouse legal department, general counsel and institutional users with compliance, matter management and legal library modules.
More information about ContractPrime can be found at www.contractprime.com