Solution
Document workflows
Quote and contract drafts from CRM and ERP data. Versions, permissions and approvals follow one route.
What is included
- Quote and contract templates
- Filling from CRM and ERP data
- Approval routes, versions and permissions
- Tasks and deadlines, e-signature where needed
The result
The path of a document from source data to the approved version is traceable.
- Details, totals, templates, approver roles and versions are checked
- Only an authorised person can send or sign
What we agree up front
- You approve the legal templates
- Requirements for e-signature and e-invoicing are checked per country
- Google Workspace, Microsoft 365 and DocuSign integrations are estimated separately
We do not promise a universal legal template.
