Sales Hub Tools

OliverMUK
Mitglied

Contract management recommendations

lösung

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 Akzeptierte Lösung
louischausse
Lösung
Autorität | Platinum Partner
Autorität | Platinum Partner

Contract management recommendations

lösung

Hi @OliverMUK 

 

Unfortunately, that is not something that HubSpot can manage out-of-the-box.

 

That's why we've built a Recipe to handle that. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-party tool.

Here's a video of how it works:

louischausse_0-1705325072749.gif

 

 

 

 

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 XX days before that contract end date to notify the deal owner (or another user of your choice) 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 this recipe on your HubSpot portal.

 

Learn more here

Louis Chaussé
The Wizard of Hubs

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
8 Antworten
Caroline_S_Lane
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner

Contract management recommendations

lösung

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
louischausse
Autorität | Platinum Partner
Autorität | Platinum Partner

Contract management recommendations

lösung

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
The Wizard of Hubs

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
KAgosta
Teilnehmer/-in

Contract management recommendations

lösung

Are there any updates to the list of recommended contract software? We need to create a contract for corporate sponsorships. The quote template is too limited as it is designed. Currently, as a workaround, we're also looking at contract templates in email messages.  however, this is plan b if all else fails to meet our needs.   

Thanks,

Kathy Agosta

0 Upvotes
OliverMUK
Mitglied

Contract management recommendations

lösung
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
Lösung
Autorität | Platinum Partner
Autorität | Platinum Partner

Contract management recommendations

lösung

Hi @OliverMUK 

 

Unfortunately, that is not something that HubSpot can manage out-of-the-box.

 

That's why we've built a Recipe to handle that. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-party tool.

Here's a video of how it works:

louischausse_0-1705325072749.gif

 

 

 

 

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 XX days before that contract end date to notify the deal owner (or another user of your choice) 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 this recipe on your HubSpot portal.

 

Learn more here

Louis Chaussé
The Wizard of Hubs

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
0 Upvotes
CYoung6
Mitglied

Contract management recommendations

lösung

Louis, 

Sending you an email

0 Upvotes
OliverMUK
Mitglied

Contract management recommendations

lösung
Thanks. Would be interested in knowing the costs.
0 Upvotes
louischausse
Autorität | Platinum Partner
Autorität | Platinum Partner

Contract management recommendations

lösung

Hi @OliverMUK 

 

Thank you for your interest in RenewalSpot.

 

Just sent you more information in a direct message.

 

 

Louis Chaussé
The Wizard of Hubs

CEO

Auxilio

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