Contract management recommendations

SOLVE
OliverMUK
Member

Hi all


We're looking at Hubspot and I've got the point on the list where I need to look at Contracts. 

I can see that Hubspot doesn't manage contracts itself, and I would like to get some recommendations of contract management apps that integrate with Hubspot. 

 

What are you all using?

 

Olly

1 Accepted solution

Accepted Solutions
louischausse
Solution
Key Advisor | Platinum Partner

Hi @OliverMUK 

 

Unfortunately, that is not something that HubSpot can manage with its built-in tools.

 

That's why we've built RenewalSpot, a custom module to manage renewals. Here's how it works:

 

 

Check out this video overview of RenewalSpot: https://share.vidyard.com/watch/Hg8U3bAE5xeAWPAqFjWKbs?

 

Renewal deals are created automatically for each closed-won deals with a known contract end date. Then, a task is generated with a reminder date 90 days before that contract end date to notify the deal owner that the renewal is coming soon.

 

Other settings and configurations are also available to suit your use case.

 

If you are interested, we can have a chat to setup RenewalSpot on your HubSpot portal.

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call

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6 Replies 6
louischausse
Key Advisor | Platinum Partner

It depends what you mean by contract management.

 

If you just need to upload pdf documents and attach them to HubSpot records (contacts companies or deals) it can be done easily. Like this:

 

https://knowledge.hubspot.com/contacts/add-and-remove-attachments-from-records

 

If you want something to manage quotation, terms, e-signature, etc, you should look at built-in HubSpot Quotes: 

 

https://knowledge.hubspot.com/deals/use-quotes

 

If HubSpot quotes are not enough for you, you could look at theses integrations:

 

  • Qwilr
  • Proposify
  • Pandadoc

Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
OliverMUK
Member
Thanks.

At the very least we need to be able to record the start and end date of contracts and have a reminder sent out 90 days before etc.

It would be nice to have the agreement itself available but we already have that in Teams so we can use a custom URL field on the company record to store the location.

0 Upvotes
louischausse
Solution
Key Advisor | Platinum Partner

Hi @OliverMUK 

 

Unfortunately, that is not something that HubSpot can manage with its built-in tools.

 

That's why we've built RenewalSpot, a custom module to manage renewals. Here's how it works:

 

 

Check out this video overview of RenewalSpot: https://share.vidyard.com/watch/Hg8U3bAE5xeAWPAqFjWKbs?

 

Renewal deals are created automatically for each closed-won deals with a known contract end date. Then, a task is generated with a reminder date 90 days before that contract end date to notify the deal owner that the renewal is coming soon.

 

Other settings and configurations are also available to suit your use case.

 

If you are interested, we can have a chat to setup RenewalSpot on your HubSpot portal.

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call

View solution in original post

0 Upvotes
OliverMUK
Member
Thanks. Would be interested in knowing the costs.
0 Upvotes
louischausse
Key Advisor | Platinum Partner

Hi @OliverMUK 

 

Thank you for your interest in RenewalSpot.

 

Just sent you more information in a direct message.

 

 

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
0 Upvotes
00697
Participant

Hi! 

My understanding is that you can do this easily within Hubspot now with payments and workflows. You should also be able to do this using the term and workflows.

 

 

0 Upvotes