Do more with Precisely

Salesforce contract management integration

Seamlessly connect Precisely to your favorite CRM software

Integrate Precisely with your favorite CRM software

Connect Precisely to Salesforce and make use of contract management and contract automation functionalities from within the software that you use every day

Through a simple setup, you’re able to make use of Salesforce data to generate a contract and send it for e-signing with just a few clicks — all from within your CRM environment. 

  • Create
  • Control
  • Sign
  • Archive
  • Monitor
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Learn how Precisely can turn your team into contract champions

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Salesforce contract management integration — seamless contract automation

Streamline your workflows

Use custom-made integrations to enable seamless contract automation and contract management functionalities. 

Examples of features that are available within the Precisely platform and can be performed in your CRM environment with a Salesforce contract management integration include:

  • automated contract creation based on your Salesforce data,
  • sending contracts for e-signing, 
  • and more. 
Salesforce contract management integration — easily configure integrations

Simple configuration

You don’t need developers to connect your Salesforce environment to Precisely. Instead, your Salesforce admin can easily configure access credentials and map objects to Precisely templates.

Book a demo with an integration expert to find out how you can do more with Precisely + Salesforce.

Get started

Learn how Precisely can turn your team into contract champions

Book demo

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