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.
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.
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.