Accelerate deal velocity by managing contracts in
Salesforce

Summize integrates directly with Salesforce for contract creation, review and requests, all accessed from the Salesforce opportunity record. Remove friction for commercial teams and improve compliance.

Book a demo

Download the datasheet

Take a guided tour of the Summize integration in Salesforce

Creating an order form directly within Salesforce is one of the many features that allows commercial teams to self serve using Summize. Try it for yourself below.

‍

Salesforce front door to legal

With the Summize front door to legal in Salesforce, you empower commercial users to create contracts in minutes, without switching applications.

Eliminate backlogs and speed up your sales cycle using cleverly embedded workflows that automatically handle contract requests and legal questions, triaged, and centralized for legal.

Salesforce requests

Business users answer customizable questions in a fast, user-friendly experience.

‍Standard requests such as generating NDAs are quick and simple, ensuring business compliance without the need for manual legal intervention. Using your approved playbooks and clauses, legal retains control without being a bottleneck on deals.

Legal team efficiencies

Summize brings instant visibility, intelligence, speed, and consistency to how legal teams manage digital contracts.

Now, by connecting contract processes into Salesforce, you can track and accelerate any commercial contract throughout its lifecycle, capture all requests centrally and more effectively manage your team's workload.

Hear from one of our customers...

For the contract create/review part, our sales team loves the fact that they can stay in Salesforce to make any requests, and the legal team loves the fact that all versions of the contract negotiation is in one place to review.