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Contract Management and Invoicing
Apr 15, 2019 1:56 PM
Hi. We are running a saas business and trying to set up the offer - invoice process as effectively as possible, being Hubspot Enterprise users. Our current thinking is:
a. Create qoutes in Hubspot
b. Send contract via contract management tool (currently using Contract Book but does not seem to be optimal)
c. Track customer and contract status via Hubspot
d. Have detailed overview of contracts and related financials via Zuora
e. Send invoices via Zuora
f. Automate re-subscription notices from Zuora to Hubspot, and automatically have new resubscription deals being entered a renewal pipeline in Hubspot
Any experiences on effective tools (including potentially those suggested above) and other tips would be much appreciated? Kind regards
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