Do more with Precisely

Contract Automation API

Seamless connections to all of the tools you use every day

The Precisely API lets you connect the Precisely platform to other applications that you use every day. 

In short, this means that you are able to use Precisely’s functionalities in conjunction with those other systems, such as your ERP, CRM or MA. As a result, you’ll have a seamless contract automation and contract management experience.

  • Create
  • Control
  • Sign
  • Archive
  • Monitor
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Salesforce contract management integration — seamless contract automation API
Enabling

Streamline your workflows

The Precisely API also enables integrations with your other software. Because of this, you get seamless legal document automation and contract management functionality. 

Features of Contract Automation API

Examples of features that are available within the Precisely platform and can be performed in your other software using integrations include:

  • automated contract creation based on data in e.g. your CRM, ERP or HR system,
  • sending contracts for e-signing directly from a third party system,
  • exporting of copies of executed contracts and backups to your current software suite,
  • and more.
Contract management CRM automation API
From input to signed contract

Example workflow

Let’s say that you would also like to integrate Precisely with your CRM system. 

With the Precisely contract automation API, you can start by automatically generating a contract based on data from your CRM. To clarify, this includes names, dates, order volumes and amounts. When the contract has been generated, it’s automatically sent for legally binding and e-signing. Once it’s signed, it’s exported and backed up as a PDF to your CRM or sent to all parties by email. 

All of this from within your CRM, ERP, HR platform or any other system — the possibilities are endless.

Contract integrations and applications

 

Salesforce contract management integration  Precisely Azure AD integration

Precisely BankID integration

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