The time it takes for managing contracts has been cut in half.

What are the best aspects of this product?

I managed to slash my time in half when dealing with contracts. Even better, I'm able to spend more time giving support to my clients in making the right decisions and forging professional relationships. The consistency I came up with goes beyond my team and sales process. It fulfilled the things that my team wanted.

What aspects are problematic or could work better?

I was hoping there's more fluidity in the team option. I'm disappointed that I won't be able to achieve the final support from implementation. I still depend on extracting fields from Hubspot to come up with a majority of the agreements we're authoring. I still can't pull in fields from deal cards within Hubspot. It seems as if the tool had stopped with this particular configuration.

What specific problems in your company were solved by this product?

I was accustomed to spending an average of 20 hours every month generating and doing re-drafts of agreements and contracts for both my clients and investors. Thankfully, this tool comes with pre-installed templates and integration with Hubspot. I'm now spending under half an hour weekly making improved and usable agreements for everyone.

Are you a current user of this product?

Yes