Boost big changes in contract management with small automation
The Need for Improved Contract Management Processes
- We need a better process
- Negotiate, generate, Share, update
- Seamless sharing, sync with CRM – Contacts, Products.
- Fast to implement, efficient to use.
Overcoming Integration Challenges in CRM and eSign Systems
- Contacts, and Products in CRM –do not integrate with eSign system
- Complex Rest API integration
- Extended timelines and overshooting budget
Simplifying Automation: Your Guide to Streamlined Contact and Proposal Processes
The easiest path to contact/ proposal automation.
Moving away from manual document generation for the e-sign process? You have two choices:
1. Use integrated apps – Zoho CRM-Zoho Sign or Zoho CRM-Pandadoc that come without a budget strain or a steep learning curve.
2. Need a custom solution for your Zoho CRM – easy to use, efficient, and customized for in house contract/ proposal building logic?
At Upwise, we will bring efficiency to your expectations to automate your contract management lifecycle. Schedule a call.