I understand there are a few ideas being floated on this particular topic but I wanted to "flesh out" the functionality of potential contracts and agreements within HubSpot.
Firstly, in terms of contract management, we have historically used PandaDoc. The reason for this is the fact that it's one of the very few contract and signing solutions out there that allow for us to create the templates for our agreements (of which there is more than one) within the platform and not just uploading a PDF, that we can apply text blocks for a level of customisation and the use of personalisation tokens so that each agreement can be personalised without having to resort to form fields.
I like the functionality of the HubSpot Quotes as it stands but custom T&C's or contracts is the only issue preventing us from using it in our day-to-day process.
For many of us that utilise long-form contracts and for the industry we're in this is a necessary evil but if we can create contracts/agreements within HubSpot that during the quote process we can select which agreement to be included.
For example, we have a Master Agreement which needs to have the parties listed in it. Once that Master Agreement is signed we can always follow up with more agreements for addendums, new territories or other special agreements as needed.
Potentially within the quotes template we can also add in other items that during our sales process can be collected and stored in custom fields and can form part of the quote such as payment method, payment terms etc.
If we had the ability to create contracts within HubSpot that were dynamic using personalisation tokens the one thing HubSpot could do better than PandaDoc is ensuring that numbering is something that can be formatted correctly. With long-form contracts you have many clauses and if for whatever reason you needed to remove one all the proceeding numbers also update with that clause removal. Currently, if you have to remove a clause from PandaDoc template, you would then need to manually re-number all of the proceeding clauses.
If I was to list out a potential workflow (at least as it pertains to us) it would look something like this.
I apologise for the length of this post but this is something important to us and allows us to consolidate more functionality to HubSpot.
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