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.
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Connect your Salesforce opportunities to Summize, get to revenue faster
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 centralised for legal.
Salesforce Requests
Business users answer customisable 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...
"Summize has been a transformative force for us, enabling us to streamline our contract creation and review processes. Now, our Sales team can lead on generating their contracts, making the entire workflow much faster and more efficient."
Lynette Mapp
Head of Legal, Asset Reality
See what our customers have to say...
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Our simple 3-step process
An initial 15 minute discovery call to capture your needs
A tailored demo of the relevant Summize functionality
A proposal based on your specific requirements