Accelerate deal velocity by managing contracts in
Salesforce

Summize integrates directly with Salesforce for contract creation, review and Ask Legal requests, all accessed from the Salesforce opportunity record. Remove friction for commercial teams and improve compliance.

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Connect your Salesforce opportunities to Summize, get to revenue faster

Salesforce Front door to legal

With the Summize Front door to legal in Salesforce, you empower commercial users to create contracts in minutes, without switching applications.

Eliminate backlogs and speed up your sales cycle using cleverly embedded workflows that automatically handle contract requests and legal questions, triaged, and centralised for legal.

Salesforce Requests

Business users answer customisable questions in a fast, user-friendly experience. Standard requests such as generating NDAs are quick and simple, ensuring business compliance without the need for manual legal intervention.

Using your approved Playbooks and clauses, legal retains control without being a bottleneck on deals

Legal team efficiencies

Summize brings instant visibility, intelligence, speed, and consistency to how legal teams manage digital contracts.  

Now, by connecting contract processes into Salesforce, you can track and accelerate any commercial contract throughout its lifecycle, capture all requests centrally and more effectively manage your team's workload.

Hear from one of our customers...

Summize has saved us so much time! Creating a contract through the integration is much faster and has freed up the legal teams’ time to focus on more high-value work.