Reduce bottlenecks and get your contracts signed faster
Empower your team with true self-service
Managing contracts can be a complex process, especially across multiple teams. Summize simplifies the process by offering a seamless, self-service contract management experience, directly in HubSpot.
Against HubSpot’s Deals records, teams can easily generate standard contracts, such as NDAs, while more complex reviews and requests are routed to Legal through pre-defined Summize workflows. Each contract’s status is visible to all, improving communication and preventing unnecessary bottlenecks.
Reduce risks and save time
Using your pre-defined contract templates, commercial teams can generate contracts and requests in minutes. Summize’s HubSpot field-mapping automatically pulls in the contract’s details, minimising errors and delays while reducing admin effort.
After negotiation and signing, Summize’s reverse field-mapping updates the HubSpot deal with the finalised contract information. The document is then stored in your Summize repository, accessible in both HubSpot and Summize.
One single source of truth, no matter the platform
Summize makes it simple for both your commercial and legal team to view the real-time status of any contract. Our HubSpot integration mirrors the Summize application to provide one single source of truth, eliminating the need for chaser emails and update queries.
And if your commercial team does have a question? Ask on the contract’s “conversation” tab, linked to the contract record and accessible on all platforms.
Hear from one of our customers...
"Summize has been a transformative force for us, enabling us to streamline our contract creation and review processes. Now, our Sales team can lead on generating their contracts, making the entire workflow much faster and more efficient."
See what our customers have to say...
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Our simple 3-step process
An initial 15 minute discovery call to capture your needs
A tailored demo of the relevant Summize functionality
A proposal based on your specific requirements