CONTRACT MANAGEMENT

Get smart contract management

Traditional contracts feel like obstacles. Streamlined contracts feel like opportunities. By removing friction, you’re not just facilitating a signature, you’re beginning a partnership on the right foot.

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The silent opportunity in your sales process

What smart contract management communicates to your clients:

Professional and efficient

You value precision and efficiency by reducing time and energy spent in the proposal and contracting process.

Collaborative and respectful

You recognize your client’s time is precious and you set the tone for a collaborative, transparent relationship.

Innovative and forward-thinking

Your approach is modern and customer-centric with smart workflows.

Reliable and easy

You make complex processes feel effortless by creating a positive first impression.

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Never chase a signature again

What smart contract management can do for your business:

Get a seamless experience
Create, send, and sign documents without fumbling between multiple applications. Get real-time tracking to see where each proposal stands in the pipeline.
Automate document creation
Craft stunning, deal-ready documents at lightning speed. Smart templates auto-populate into documents, ensuring accuracy and consistency.
Close deals faster
Eliminate delays in the signing process, allowing you to close deals more quickly when prospects are most engaged. Never chase approvals again with automated workflows that keep deals moving.

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End the third-party runaround

Why juggle multiple tools when one will do? Pipeline’s eSign eliminates the need for expensive external signature services that complicate your sales process and confuse your customers.

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Keep it simple

Documents create themselves with smart templates
Client information flows seamlessly from CRM to contract
Signatures happen with a single click
Every document is tracked in real-time
Your entire sales process lives in one powerful hub

How does it work?

Set-up your templates once — use them every day!
Use eSign with Instant Docs for a complete contract management solution

Step 1

Build and customize your templates to your desired specs.

Start with sample templates or build your own!
Automatically populate the data from Pipeline.
Customize your documents with any format, color or logos.

Step 2

Upload the template into Pipeline

Use templates with Company, Deal and Person profiles.
Map your template by connecting the data points.
Use the Preview tool to ensure it’s exactly what you need.

Step 3

Generate your document using Instant Docs

Your file is instantly generated in PDF form.

Step 4

Request eSign

Drag and drop signatures on preview
Send and track!

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Ready to remove the final obstacle between you and your closed deal?

From friction point to strategic touchpoint

Untether your sales team from the admin burden so they can focus on building relationships.

Smart contract management from Pipeline allows you to respond to client needs instantly and close deals when momentum is highest, all while providing a professional, seamless experience.

Save time with Instant Docs

Instant Docs is a flexible tool that generates documents right from your Pipeline CRM data! Create invoices, proposals, contracts and more. Customize templates to create exactly what you need with endless possibilities.

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Never chase signatures again with eSign

Stop wondering. Start closing. Your deal is too important to get lost in signature limbo. With eSign from Pipeline, you’ll never again ask Did they get my contract? Have they even opened it? When will they finally sign?

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