Create contracts flexibly from Salesforce at any stage of your commercial process!  

Do you want more flexibility when using product line items from your Salesforce account in your contracts?

In that case, you can explore the new, smoother ways to make your automatic data sync stronger and easier between Contractbook and Salesforce.

• • Name of the automation trigger: "Flow is completed"

  • Description: Automation starts when the Contractbook flow in Salesforce is completed.

• The new automated flow lets you and your team generate and monitor contracts from Salesforce.
• All data points you want to sync are easily mapped within the Automation Builder.
• Click here to read more about the new "Flow is completed" Salesforce automation.
• Click here to learn how to "Create contracts in Contractbook" as a Salesforce user.

Product updates

Sort automations under your "Automations menu tab"!

• You can sort your in-app automations by name: A → Z or Creation date.
• This is the perfect solution for a large number of automations and can solve any difficulties navigating around a long list of different automated configurations:
• Click here to learn more about the in-app automation builder.

Filter your contracts using multiple source templates!

• From now on, you can filter by multiple source templates in your Contract View!
• Click here to learn more about this and the other filters you can apply to Contract Views.

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