Contract Generator Feature

Generating contracts has never been easier or more efficient.

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With our Contract Generator feature, sales representatives can create accurate, customized contracts in just minutes, enhancing productivity and ensuring a professional presentation.

Advantages of Contract Generator

Fast, Error-Free Contract Creation

  • Quick Turnaround: Create contracts in just a few minutes during meetings with prospects, eliminating lengthy paperwork.

  • Preset Prices & Discounts: The system utilizes preset rules to ensure accuracy, meaning no additional back-office checks are needed.

  • Instant Accessibility: Generate contracts on-the-spot, allowing for immediate follow-up and engagement with potential clients.

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Pre-Approved Pricing and Discounts

  • Convenience at Your Fingertips: Sales reps can set up contracts together with the client, ensuring that every detail is included.

  • Streamlined Approval Process: Pre-approved pricing and discounting rules facilitate quick decision-making.

  • Consistent Offers: Ensure consistency across proposals and maintain integrity in pricing strategies.

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Customizable Contracts Aligned with Brand Guidelines

  • High Degree of Personalization: Tailor each contract to meet specific client needs while adhering to brand standards.

  • Professional Design Options: Customize the graphic design of contracts to reflect your company’s image and style.

  • Improved Client Engagement: Personalized offers resonate better with clients and foster stronger relationships.

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Seamless Integration with Business Software

  • Maximized Efficiency: The Contract Generator integrates smoothly with ERP and CRM systems.

  • Reduced Negotiation Time: Quickly find and enter the correct information, minimizing delays.

  • Streamlined Workflows: Enhance overall productivity knowing that all necessary data is right at your fingertips.

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Configure Price & Quote

Simple and user-friendly quoting process

User friendly interface enables seamless customer involvement in the creation of commercial quotes, in-person or remotely.

Data always up-to-date

Thanks to the integration with CRM and ERP, you can access perfectly to updated and synchronized information

Control on sales pipeline

Focus only on the sale and leverage corporate pre-approved pricing and discount policies.

FAQs about Contract Generator

Yes, absolutely! You can easily enhance the contract by adding additional documents, such as a copy of the brochure or the most recent invoice. From the Admin Portal, you have the flexibility to customize the contract structure and specify which attachments are optional and which are mandatory.

If your customer isn’t ready to sign right away or if the person you’re meeting with isn’t authorized to sign, no problem! You can simply send the contract via email for them to review and sign at their convenience.

Yes, you can! When generating the contract, you can present a summary of costs and discounts to your customer. If needed, you can make adjustments, modify prices, or apply new discounts on the spot. This ensures that both the offers and contracts are commercially validated and error-free, minimizing any need for further checks. With just a click, you can easily send both the offer and the contract via email.