Disconnected tools across legal, HR, sales, and procurement
Lack of version control or visibility
Compliance exposure due to manual handling
Inconsistent branding and legal language
No single source of truth for critical documents
"It wasn’t just about contracts - it was the lack of visibility, ownership, and control that held us back"
Maintain a single source of truth for all legal-approved document templates. Push global updates across departments instantly.
Define roles by team, geography, or document type. Prevent unauthorized edits, and protect sensitive data.
Every change is tracked. Every approval is logged. Every version is stored — automatically.
Manage document standards across business units, countries, and languages — with local customizations built in.
You can seamlessly connect to your tech stack - including SAP, Oracle, Salesforce, Dynamics 365, Workday, Microsoft 365, Google Workspace, Azure AD, Okta and more.
Contract is generated using deal data.
Workflow routes document to legal for sign-off
eSignature requested via secure link
Signed PDF and metadata synced back to Salesforce
CRM notifies account manager 60 days before expiry
"With Docfield and Salesforce connected, we closed deals 40% faster. Legal never sees outdated templates again."
Your documents and data are encrypted in transit ensuring confidentiality across every stage of your workflow.
Control who can view, edit, and approve documents with granular user permissions tailored to your organization’s structure.
Every action is logged automatically — from edits to signatures, so you always know who did what, and when.
All data is stored securely in the EU, fully aligned with GDPR and European data protection standards.