Docfield for Sales Contracts

Transform sales with smart templates

Work with pre-established templates to improve coordination between departments. Customize your workflows and delegate execution. Create, sign, and store every contract in Docfield.

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These organisations have already streamlined their document processes

Use existing data to create a contract in seconds

Create powerful templates as the foundation for your documents. Utilise smart fields to import data (e.g. CRM, ERP, PLM) and rule-based logic to instantly craft advanced and personalised proposals.

Template builder

Set yourself up for success by designing smart templates and workflows

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Conditional logic — the new way to build smart contracts

Docfield's templates consist of ‘blocks’. Using rule-based logic, it is possible to display or hide certain ‘blocks’ with simple conditions. Blocks are shown or hidden when smart field values meet your criteria (e.g. contract type or company size).

Keep a close eye on contract progression by creating stages

Workflows created from step 1 allow documents to be managed, completed and negotiated in a step-wise manner. Document dashboards show real-time status of all contracts so you don’t lose them in the pipeline.

Workflow management

Create custom workflows for each template, assign responsibilities and set deadlines

Dynamic data views

Extract mission-critical data from smart fields and turn them into actionable insights

Invite clients to add comments and questions

Stop the endless ping-pong across multiple channels by bringing all stakeholders to the contract. Mention internal or external co-creators in a comment with any of your remarks or questions.

Your trusted partner

Docfield seamlessly integrates with your tech stack while ensuring data security. We adhere to industry standards and regulatory requirements, like ISO/IEC 27001, offer secure access management, and host all data in EU-based data centers.

Single sign on

Secure login with SURFconext, OAuth, & Office 365

Uptime guarantee

99.9% platform availability during working hours

All systems operational

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Great support

Rapid response with 4-hour resolution for urgent issues

Support

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Integrations

Integrate via our API and custom solutions

Transform sales with smart templates

Use existing data to create a contract in seconds

Template builder

Dynamic data views

Conditional logic — the new way to build smart contracts

Keep a close eye on contract progression by creating stages

Workflow management

Dynamic data views

Invite clients to add comments and questions

Your trusted partner

Ready to win back time?