Sales Hub Tools

OliverMUK
Membre

Contract management recommendations

Résolue

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 Solution acceptée
louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Contract management recommendations

Résolue

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 from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link

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9 Réponses
averyguest
Participant

Contract management recommendations

Résolue

We're thinkng about using a custom object to accomplish this but would love to have more capabilities such as: 

  1. editing the sharing of a document once it's attached to an object, not just within the files section on hubspot
  2. ability to hide some accounts to other users (ie. if their type is vendor, and we only want to have them visible to whoever needs to manage vendors)
Caroline_S_Lane
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite

Contract management recommendations

Résolue

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 Votes
louischausse
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Contract management recommendations

Résolue

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 from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
KAgosta
Participant

Contract management recommendations

Résolue

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 Votes
OliverMUK
Membre

Contract management recommendations

Résolue
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 Votes
louischausse
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Contract management recommendations

Résolue

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 from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
0 Votes
CYoung6
Membre

Contract management recommendations

Résolue

Louis, 

Sending you an email

0 Votes
OliverMUK
Membre

Contract management recommendations

Résolue
Thanks. Would be interested in knowing the costs.
0 Votes
louischausse
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Contract management recommendations

Résolue

Hi @OliverMUK 

 

Thank you for your interest in RenewalSpot.

 

Just sent you more information in a direct message.

 

 

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
Louis Chaussé from Auxilio HubSpot Solutions Partner Meeting link
0 Votes