How it works
Close deals with customers in real time by easily generating a contract from the quote. Contract fields are automatically filled in with the information collected with the customer during the quoting process, avoiding the seller to manually copy the same data several times. All the quote details and product specifications are summarised in the final document.
Complete the contract by adding additional data and attachments: personal documents, terms and conditions, and payment methods.
You can personalise the contract structure and layout from the Admin Portal and easily define which attachments must be optional or mandatory.
- Automate the acquisition of contract data and avoid transcription errors.
- Go paperless and save on contract printing costs.
- Improve your customer’s buying experience by generating a contract tailored to their needs in real time.
- Save time and shorten the contract generation process.