Accelerate and automate sluggish sales cycles by integrating AXDRAFT with your Salesforce CRM.
Speed up your contract workflow by 80% while onboarding clients in minutes
AXDRAFT document automation for Salesforce allows you to initiate contract drafting straight from your Salesforce account. All data gets automatically pulled and added to contracts, eliminating all chances of manual error in the process. Minimize legal reviews, eliminate bottlenecks, create reports, and analyze data without breaking a sweat. All you need to do is choose the recipients, the signees, and hit ‘Send’.
Unlock these superpowers with Salesforce CRM integration
The number of sales agreements grows every day. Enable sales teams to process perfect, 100% compliant contracts and lessen the workload on Legal. Let Legal do what it does best.
Meet deadlines by scheduling reminders about important dates. Track existing deals, expiring contracts, and upcoming renewals. Store all contracts in one central location.
Steer clear of typos and mistakes from copy-pasting. Insert client data into new contracts with a simple click of a button.
Stay up to date on how your contracts are performing. Analyze agreements, create reports, and verify payment details or delivery dates in no time.
Monitor contracts, generate invoices, and send documents from anywhere so long as you have an internet connection. Work from your PC, tablet, or smartphone.
Forget about wasting paper, scanning documents, and hunting down signatures. Finalize and execute deals quickly with e-sign.
Spend no more than 5 minutes on contract creation while boosting sales cycles 5x faster
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Frequently asked questions
How can I set up a Salesforce CRM integration?
You need a Salesforce CRM account and an AXDRAFT account. From AXDRAFT, go to the Integrations section and link both accounts. Once this is done, you’ll be able to access AXDRAFT directly from your Salesforce.
Can I add client data from Salesforce CRM to AXDRAFT documents?
Is this feature available for all AXDRAFT users?
This is an add-on feature that we can enable on demand for any AXDRAFT user. Just let us know you want it so that we can set it up for you.
Can I track my AXDRAFT contracts via Salesforce CRM?
You have full visibility of your AXDRAFT contracts. Just click on ‘AXDRAFT‘ in the top right. From there, you can track all your contracts, stages, and requested actions.
Admin work consumes 65% of sales cycles. Free that time for what really matters.
WE NEED JUST 57 SECONDS TO PROVE YOU CAN DRAFT A PERFECT NDA